Operations Analyst - Wholesale Benefits
At ABD we’ve built something special; an innovative company with a fulfilling and award-winning culture based on the core tenets of Work, Love and Play.
Work: ABD is a team of risk and reward advisors who provide industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients, so they can focus on building their success. At ABD, your ideas and actions matter. You control your work, engage your intellect and are supported as you grow your expertise.
Love: We love what we do. We thrive on the opportunity to innovate and BE better. We are also committed to spreading our passions evenly, so that every ABD employee has a fulfilling life in addition to a rewarding career. At ABD, you are part of a team that is in this together!
Play: We enjoy our clients and colleagues. And we believe that balanced happiness leads to shared success. We love a lasting laugh and try not to miss out on a good time – whether it’s a game, bowling, onsite barbeque, or a spontaneous celebration of our team-mates. At ABD, we share the fun of life and have fun at work.
SUMMARY: This position is responsible for assisting with the administration and support of wholesale employee benefit programs for plan sponsor trust and carrier clients.
GENERAL INFORMATION:
- This position is an salaried, exempt, full-time role.
- This position is located at ABD’s Seattle office.
- The position reports to the VP, Business Manager.
ESSENTIAL TASKS, DUTIES AND RESPONSIBILITIES include the following steps to provide simplicity and service to our clients. Others may be assigned.
- Act as first point of contact for all external stakeholders associated with new and renewal business implementation.
- Responsible for managing the triage of issues regarding client services.
- Manage all outsourced vendor partners in delegating tasks and ensuring that the outsourced partners have enough information to complete their tasks.
- Responsible for managing the outsourcing invoicing.
- Monitoring and measuring the day-to-day output of the transaction(s) team and adjusting as needed.
- Manage the performance results and escalate(s) as needed to ensure results.
- Coordinate with Business Manager to optimize workflows and processes and ensure continuous improvement.
- Manage and/or perform all transactions associated with enrolling new business, renewals, quoting, terminations, BORs, etc.
- Participate in monthly operations meetings with Carriers and Administrators.
- Manage group enrollment processing; research and resolve enrollment issues.
- Responsible for providing coaching and training to other team members as needed.
- May be assigned other responsibilities and tasks as needed.
- To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
KNOWLEDGE, SKILLS AND ABILITIES that demonstrate professionalism, passion and ways to use technology for good:
- Excellent communication skills: written, public speaking and presentation preparation.
- Excellent telephone etiquette and customer service skills, professionalism and tact.
- Advanced knowledge of Microsoft Office and its more complex features.
- Ability to be resourceful, take initiative, solve problems and offer solutions.
- Works well with others in a fast-paced environment and be responsive to co-workers and colleagues. Ability to train, delegate, provide oversight and give feedback.
- Adaptability and flexibility to address issues and client needs.
- Excellent time management skills.
- Ability to learn, adopt and train use of technology systems and software applications.
- Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines.
- Ability to review internal/external deliverables to ensure accuracy.
- Intermediate project planning and management .
- Ability to forge relationships and build trust.
EDUCATION AND EXPERIENCE
- Bachelor’s degree preferred or directly related work experience in lieu of degree.
- Minimum of 5 years of relevant work experience.
- Focus in employee benefits administration experience preferred.
- Previous management experience required.
CERTIFICATES, LICENSES, REGISTRATION
- N/A.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Requires moderate to long periods of time sitting at a desk, using computer monitor and keyboard, speaking on the phone, etc.
- Requires short to moderate (intermittent) periods of time standing or walking, often to and from meetings that require sitting.
- Requires very occasional lifting of objects (mostly documents, lap top equipment, etc.) that weigh fewer than 20 pounds.
ABD is a team of expert advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients. The Wholesale Benefit Practice division, Advanced Professionals Insurance and Benefit Solutions is a practice that is dedicated to providing exceptional service, sound advice and professional benefit consulting to plan sponsors and insurance carriers. As a General Agent, we are credible, passionate, and innovative. We value our trusted relationships with our plan sponsors, carrier business partners and our producers.
NOTE: The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.