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Broker Coordinator- Dallas, TX

The Company:  CAIC
The Location: 

Remote, US Ellisville, MO, US, 63011

The Division:  Broker Sales
Job Id:  2737

                                                                                                                                                                                                                                                                                       

Job Summary

 

Under general supervision, provides dedicated administrative support to assigned Broker Sales Professionals (BSPs) and their respective book of business; consistently represents the department as a liaison for any unresolved concerns between the Broker Sales office, internal departments, external contacts, and the BSPs, maintaining effective working relationships to ensure concerns are promptly and completely resolved within established guidelines; assists with onboarding new BSPs and fosters those relationships in order to adequately partner with and ensure their success

 

Principal Duties & Responsibilities

 

• Facilitates different elements of broker enrollments and case development including, but not limited to, formulating/submitting product proposal requests for approval, ordering and delivering brochures, enrollment, and marketing materials through the web ordering process and working with assigned service areas to follow the workflow for enrollment collateral on behalf of the BSP where required

 

• Compiles and keys information on account activity and pipeline data for all assigned brokers into the sales CRM system and ensures that information is current and accurate; gathers, organizes, and formats data or updates reports for management; completes documents and responses to inquiries, following standard procedures; identifies and suggests solutions to administrative problems; coordinates support from other departments and/or divisions to resolve problems or complete assignments

 

 • Performs data entry to update database and/or spreadsheet information; reviews and enters data for accuracy and completeness while maintaining established service/productivity levels and meeting service quality; completes relevant logs, forms, etc., and prepares all supporting documentation required to process each transaction; adhering to Aflac policies and procedures, processes expense reports, invoice payments, and purchase orders for budget purposes

 • Facilitates the planning of various BSP events, lunches, meetings, webinars, conference calls, etc.; manages/maintains broker maps, contact lists, and distribution lists; supports regional and strategic strategy meetings as needed, partnering with sales leadership to create agendas and finalize all materials to ensure a successful meeting; stays abreast of current product and service updates affecting assigned brokers

 

• Maintains effective and accurate electronic or manual filing systems that provide a quick-reference database for transactions and other department activities; logs, stamps, copies, and prepares documents for imaging; maintains an up-to-date procedure manual that provides accurate step-bystep procedures to accomplish all assigned tasks

 

Education & Experience Required

 

  • Bachelor's Degree in Business Administration or a related field
  • two years of related experience

 

Or an equivalent combination of education and experience

 

Job Knowledge & Skills

 

• General understanding of Aflac’s policies/procedures for case setup and enrollment materials

 

• General understanding of the Career Broker Sales model (career and broker side of the organization)

 

• Excellent oral, written and interpersonal communications skills to effectively interact with internal and external customers

 

• Excellent listening skills and organizational ability

 

• Problem-solving and teamwork-facilitating skills

 

Competencies

 

  • Acting with Integrity 
  • Communicating Effectively 
  • Pursuing Self-Development 
  • Serving Customers 
  • Supporting Change
  • Supporting Organizational Goals 
  • Working with Diverse Populations 


Nearest Major Market: Eugene