Overview

Job DescriptionJob DescriptionWarner Pacific Case Installation Specialist Remote, 8am-5pm PT/MT Position Description The Case Installation Specialist role works closely with Underwriters, Sales Executives, Brokers, and Carriers to apply carrier guidelines and internal procedures to census enrollments, run rates on internal rating system and carrier-specific systems, and enter employee application data into carrier systems. The Case Installation Specialist is also responsible for the intake of new groups, processing approvals, assembling/closing out files for finance approval, and assisting with general inquiries related to the submission and approval process. This position involves making independent decisions within Warner Pacific and carrier guidelines for new business and modifications to existing business. This role requires strong attention to detail, effective communication with brokers, and a thorough understanding of internal and carrier-specific processes.Overview of Responsibilities New Group Entry:Enter new business submissions, in a timely manner, considering carrier deadlines and designated Priority/Exception Brokers. Enter benefit modifications into Warner Pacific System within SLA for department. Demonstrate a working knowledge of how to enter groups received via email, mail, hand delivery, PRO Apply, Ease Central and other applicable online enrollment systems. Enter check entries and follow process to send live checks to the carrier upon request.Respond to e-mails and phone messages within SLA, SLA will vary depending on time of year. Perform related responsibilities and additional tasks as needed to support team and business operations.Support Underwriting In support of maintaining and completing small group and/or large group submissions, the Case Installation Specialist will actively support the underwriter from the beginning of a submission to end, including but not limited to the following: Thoroughly transfer enrollment data from paper applications to carrier specific census enrollments. Data entry of group and applicant information into Warner Pacific system, if applicable. Enter group and application information into carrier specific systems. Run rates in Warner Pacific system and on carrier specific systems. Match Warner Pacific rates with carrier rates, identifying any discrepancies. Assemble and close out files for finance approval. Complete Approvals/Withdrawals/Declines, and E-Mail/Fax appropriate letters to Underwriter within a reasonable time frame.Maintain current knowledge of carrier guidelines, forms/applications, submission and completion deadlines as it relates to the Case Installation Specialists activities. Collaboration & Team SupportWork with sales team, brokers, broker's assistants, carrier contacts, and underwriting to process, obtain and organize necessary information.Provide team back-up/desk coverage, as needed.Provide back-up in other areas within the department/company as needed/requested. Expected Leadership QualitiesTreat all employees and internal/external customers with respect and support a positive and professional work environment.Adhere to company policies, including those related to punctuality, attendance, workplace conduct and professionalism. Adapt to change with a positive mindset and contribute to a supportive team environment.Demonstrate strong judgment, integrity and accountability in all aspects of job performance. Continually analyze work environment to identify areas where there are opportunities for process improvement. Maintain and foster positive open communication channels with all associates/partners, including Sales Executives, Brokers and carriers. Complete assignments on time and continually seek additional responsibilities when time allowsParticipate in other projects/activities as assigned. Strongly encourage volunteering for new projects. Additional Skills and RequirementsMinimum of a High School Diploma; advanced education or degree preferred.Ability