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Agent Support Broker Clerical II

Legalshieldcorp

·

3 days ago

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Location
Ada, United States of America
Type
Full-time
Department
Customer Service
Experience
3+ years
Education
High School
Source
Workday

Description

Job Summary:

Under moderate supervision, the Business Solutions Agent Support Broker Clerical II is responsible for processing various applications, direct deposit setup, the issuance of revenue reports to our clients, commission adjustments, and other administrative tasks that support the overall success of our employee benefits division.

Responsibilities:

Scope of the Role 

The Business Solutions Agent Support Broker Clerical II will have the ability to communicate effectively, collaborate with internal and external contacts, meet deadlines, organization and time management, and the ability to maintain autonomy while working on projects and duties.  

Performance Outcomes 

Customer Support 

  • Review and compare General Agent/Broker Agreement setup for processing 

  • Receive inbound calls/emails and complete outbound calls/emails from associates, general agents and brokers providing information as requested 

  • Prepare and issue Commission Revenue Reports for brokers as needed 

  • Execute Acquisition Requests received from Broker Relationship Managers/Directors 

  • Issue Broker Leads to existing associate to facilitate the enrollment of new brokers 

  • Research and perform Commission Adjustments and Rebuilds as requested 

 

Mentoring  

  • Train new hires in how to utilize tools effectively both on the phones and on the floor  

  • Assist with escalated calls/emails  

  • Support and coach Business Solutions Client Satisfaction and Agent Support – Broker Clerical I on the floor   

  • Provide support to the team in the absence of a team member 

  • Report of production numbers   

  • Attend weekly mentor meeting  

  • Other duties as assigned, including but not limited to, account research and follow-up, special projects, etc.  

Education, Knowledge, and Experience 

  • High school diploma or GED or equivalent, Preferred 

  • Exceeded performance expectation as Client Satisfaction and Agent Support – Broker Clerical I OR 3+ year of experience performing clerical work  

  • Knowledgeable in Word and PowerPoint 

  • Proficient in Excel 

  • Good typing and 10-key skills, Required  

  • Excellent written and verbal communication 

  • Excellent listening, negotiation, and presentation abilities 

  • Adaptable and organized with ability to build rapport with customers   

  • Requires an ability to handle multiple deadlines, provide a detailed-oriented, and analytical approach to daily duties and relationship building with a high degree of confidentiality.  

  • An ability to handle multiple deadlines, while working independently and maintaining a high degree of attention to detail, organization, accuracy, and sense of urgency.   

  • Requires an individual with a positive professional attitude who can work as a part of a team or individually.  

  • Critical thinking and problem-solving skills   

  • Proactive approach with a passion for service and an ability to thrive in a results driven environment 

  • Requires the ability to work under pressure and quickly adapt to change 

FLSA Status 

This is a non-exempt position. 

Physical Requirements/ Work Environment  

The work environment characteristics and physical demands described here are representative of these an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

The duties of this position are performed in a professional office environment. Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms. The employee is frequently required to sit, stand, talk and hear. Employee can work at the computer or other sedentary tasks for extended periods. Employee can conduct duties discreetly and impartially. Employee has regular and predictable attendance and punctuality with the ability to work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed. Travel is not required for this position. 

Additional Information:

Location:

Ada

Department:

9340 Business Solutions Sales Operations

Time Type:

Full time




Commitment to Equal Opportunity

PPLSI conforms to all the laws, statutes, and regulations concerning equal employment opportunities.  We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings.  We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, status as a protected veteran, and basis of disability or any other federal, state or local protected class.  We prohibit retaliation against individuals who bring forth any concerns, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any concerns or otherwise oppose discrimination.

If you require a reasonable accommodation to complete the application process, please contact Human Resources at: [email protected].

Skills

RExcelNegotiation