Agent Coordinator
Company Name:
PacificSource Health Plans
Provide administrative support to Marketing and AUA Departments to manage producer and agency appointments and terminations, and to assist with commissions.
1. Process newly appointed and terminating agents and agencies. Maintain agent contracts and agent data in: Facets, agent appointment log, all active
agents spreadsheet, and Outlook. Ensure accurate records, files, and reports are in compliance with DOI requirements.
2. Process agent and agency demographic and contract changes.
3. Coordinate notification of appointments and terminations of agents to the Idaho Department of Insurance and Montana commission of securities and insurance via a third party vendor. Confirm accuracy of vendor's bills.
4. Monitor compliance of Errors and Omissions insurance and Health license for appointed agents and agencies. Maintain spreadsheet. Notify sales staff of
impending terminations.
5. Maintain filing system for all appointed and terminated agents and agencies in OnBase.
6. Process agent-of-record changes received from agents, groups, or individual policyholders.
7. Assist regional offices with obtaining copies of group documents for Letters of
Authorization, when needed documents are occasionally not accessible in the
regional office.
8. Monitor the InTouch for Agents queue. Troubleshoot and resolve InTouch issues for agents.
9. Register, troubleshoot, and resolve iStore issues for agents.
10. Monitor the Agent Coordinator email queue.
11. Audit certain agent commissions. Research commission issues for agencies and/or agents.
12. Review commission error report and make corrections or coordinate with appropriate person.
13. Obtain approval in writing from the Senior VP for retro-adjustments or exceptions, and process adjustments accordingly.
14. Work with a third party vendor to release commission checks and statements. Collaborate with Finance on related commission issues and electronic funds transfers.
15. Coordinate mass mailings of contract revisions.
16. Maintain negotiated commission forms file and prepare reports quarterly for EMG. Ensure forms reflect current commission, and have the appropriate dated signatures of approval.
17. Communicate with appointed and prospective agents and internal sales staff, providing professional interaction and exceptional customer service.
18. Maintain CRM data.
Supporting
Responsibilities:
1. Assist management teams with projects as needed.
2. Act as backup to other Agent Coordinators as needed in our Commercial and Medicare lines of business.
3. Serve on various interoffice committees, as required or needed. Document and report any pertinent communications back to Team Leaders and team members.
4. Meet department and company performance and attendance expectations.
5. Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.
6. Perform other duties as assigned.
Work
Experience: Three to five years administrative experience in health insurance.
Education, Certificates, Licenses: Requires high school diploma or equivalent. Associate's Degree in business or healthcare, or equivalent related work experience.
Knowledge: Excellent public relations and communication skills, both written and verbal. Exceptional grammar, spelling, punctuation, consistency, proofreading, and editing skills. Strong reporting and organizational skills. Excellent interdepartmental collaboration. Basic math skills required, including percentages, ratios, graphing, and spreadsheet skills. Requires ability to define and prioritize problems and manage workload. Strong planning, organizational and problem-solving skills.
Competencies
Our Values
Building Customer Loyalty
Building Strategic Work Relationships
Continuous Improvement
Adaptability
Building Trust
Work Standards
Contributing to Team Success
Planning and Organizing
We are committed to doing the right thing.
We are one team working toward a common goal.
We are each responsible for our customers'' experience.
We practice open communication at all levels of the company to foster individual, team and company growth.
We actively participate in efforts to improve our many communities-internally and externally.
We encourage creativity, innovation, continuous improvement, and the pursuit of excellence.
Environment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately less than 5% of the time.
Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.
Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.
PacificSource Health Plans is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, age.
Date: 2014-03-28
Country: US
State: OR
City: Springfield
Postal Code: 97477
Job Type: Regular Full-TimeEstimated Salary: $20 to $28 per hour based on qualifications.
PacificSource Health Plans
Provide administrative support to Marketing and AUA Departments to manage producer and agency appointments and terminations, and to assist with commissions.
1. Process newly appointed and terminating agents and agencies. Maintain agent contracts and agent data in: Facets, agent appointment log, all active
agents spreadsheet, and Outlook. Ensure accurate records, files, and reports are in compliance with DOI requirements.
2. Process agent and agency demographic and contract changes.
3. Coordinate notification of appointments and terminations of agents to the Idaho Department of Insurance and Montana commission of securities and insurance via a third party vendor. Confirm accuracy of vendor's bills.
4. Monitor compliance of Errors and Omissions insurance and Health license for appointed agents and agencies. Maintain spreadsheet. Notify sales staff of
impending terminations.
5. Maintain filing system for all appointed and terminated agents and agencies in OnBase.
6. Process agent-of-record changes received from agents, groups, or individual policyholders.
7. Assist regional offices with obtaining copies of group documents for Letters of
Authorization, when needed documents are occasionally not accessible in the
regional office.
8. Monitor the InTouch for Agents queue. Troubleshoot and resolve InTouch issues for agents.
9. Register, troubleshoot, and resolve iStore issues for agents.
10. Monitor the Agent Coordinator email queue.
11. Audit certain agent commissions. Research commission issues for agencies and/or agents.
12. Review commission error report and make corrections or coordinate with appropriate person.
13. Obtain approval in writing from the Senior VP for retro-adjustments or exceptions, and process adjustments accordingly.
14. Work with a third party vendor to release commission checks and statements. Collaborate with Finance on related commission issues and electronic funds transfers.
15. Coordinate mass mailings of contract revisions.
16. Maintain negotiated commission forms file and prepare reports quarterly for EMG. Ensure forms reflect current commission, and have the appropriate dated signatures of approval.
17. Communicate with appointed and prospective agents and internal sales staff, providing professional interaction and exceptional customer service.
18. Maintain CRM data.
Supporting
Responsibilities:
1. Assist management teams with projects as needed.
2. Act as backup to other Agent Coordinators as needed in our Commercial and Medicare lines of business.
3. Serve on various interoffice committees, as required or needed. Document and report any pertinent communications back to Team Leaders and team members.
4. Meet department and company performance and attendance expectations.
5. Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.
6. Perform other duties as assigned.
Work
Experience: Three to five years administrative experience in health insurance.
Education, Certificates, Licenses: Requires high school diploma or equivalent. Associate's Degree in business or healthcare, or equivalent related work experience.
Knowledge: Excellent public relations and communication skills, both written and verbal. Exceptional grammar, spelling, punctuation, consistency, proofreading, and editing skills. Strong reporting and organizational skills. Excellent interdepartmental collaboration. Basic math skills required, including percentages, ratios, graphing, and spreadsheet skills. Requires ability to define and prioritize problems and manage workload. Strong planning, organizational and problem-solving skills.
Competencies
Our Values
Building Customer Loyalty
Building Strategic Work Relationships
Continuous Improvement
Adaptability
Building Trust
Work Standards
Contributing to Team Success
Planning and Organizing
We are committed to doing the right thing.
We are one team working toward a common goal.
We are each responsible for our customers'' experience.
We practice open communication at all levels of the company to foster individual, team and company growth.
We actively participate in efforts to improve our many communities-internally and externally.
We encourage creativity, innovation, continuous improvement, and the pursuit of excellence.
Environment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately less than 5% of the time.
Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.
Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.
PacificSource Health Plans is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, age.
Date: 2014-03-28
Country: US
State: OR
City: Springfield
Postal Code: 97477
Job Type: Regular Full-TimeEstimated Salary: $20 to $28 per hour based on qualifications.
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