Broker Coordinator

Broker Sales

Broker Coordinator- Portland, Oregon

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-by-step procedures to accomplish all assigned tasks

Education & Experience

Bachelor's Degree in Business Administration or a related field and two years of related work experience or an equivalent combination of education and experience

Job Knowledge & Skills

Strong knowledge of regulatory compliance

Previous experience managing claims (LOA, STD, and LTD)

Excellent interpersonal skills with all levels within the organization

Excellent verbal and communication skills

Must be proficient in Microsoft Office Suite

Ability to multi-task and prioritize in a fast-paced environment while meeting critical deadlines

Ability to learn new product lines quickly

Preferred Qualifications:

Previous experience as a trainer or related role

Strong knowledge of our Call Center, LOA, STD, and LTD policies & procedures

Strong analytical mind with problem solving skills • Ability to encourage, motivate, and mentor

Trainees

Ability to effectively provide feedback to other professionals in a positive manner

Ability to self-motivate, self-lead and work independently with limited supervision

Solid understanding of claims best practices

Exceptional attention to detail

Strong knowledge of SalesForce & ClaimVantage

Desire to assume greater responsibilities

Possess a track record of excellent performance

Organizational Competencies

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