Specialty Sales Associate Lead

The Lead Specialty Sales Associate, under minimal supervision, is responsible to assist in the overall daily management of staff and work activities in the Specialty Sales Department.

The Lead Specialty Sales Associate, working with the Manager of Specialty Sales, and other management staff members as necessary, oversees the activities of the Specialty Sales Team Staff. The Lead Specialty Sales Associate assists Specialty Sales Associates to apply principles and internal procedures, research and analyze issues, respond to telephone and written inquiries and initiate steps to assist callers regarding issues relating to online enrollment support with both ProApply, Ease and TPA services. Conduct expert level educational webinar trainings on Warner Pacific's technology tools (ProApply, Provider Check, ProQuote, ProCensus and Carrier 411). The Lead Specialty Sales Associates makes independent decisions within business guidelines and procedures, knowledge regarding large group and small group underwriting, pre-sale and post-sale guidelines as related to online enrollment setups as well as modifications to existing business.

The Lead Specialty Sales Associate handles more complex Online Enrollment Support and TPA situations and customer inquiries.

Overview of Responsibilities

• Initiate, evaluate and balance/reallocate online enrollment setup assignments, as necessary, to help staff members achieve department and individual performance objectives

• Continually evaluates work environment to identify and make recommendations about areas where procedures and processes can be improved, and assists in formulating and implementing new processes, procedures and policies in the Specialty Sales Department

• Identify staff development needs and provide/coordinate necessary training, auditing, feedback and skill development for members of the department

• Operate internal and external computerized systems to obtain and extract information, documents, activities and changes for tracking, information gathering and troubleshooting, including the Warner Pacific ProSuite Technology Tools

• Respond promptly to all internal and external communications, such as client or management e-mails and phone messages, ideally within no more than 4 hours of receipt

• Handle elevated broker/case issues in a timely fashion, generally within 24 hours, and provides timely follow up to affected parties regarding status

• Participate in and complete other Department projects as assigned in an efficient, cooperative and timely fashion

• Identify topics and prepares materials for, and makes training and other presentations at departmental staff meetings

• Achieve unit performance objectives as established

• Mentor and train staff members; provide feedback; and recommend disciplinary measures as needed to management

• Provide back-up or assistance in other areas within the Department/Company as requested

• Perform all other duties and responsibilities as reasonably assigned from time to time by the Company or its designated representatives

Expected Leadership Qualities

• Treat all employees and customers fairly and with respect and to communicate with other employees consistently in a dignified, positive fashion in order to encourage and achieve maximum performance results while earning respect and admiration of subordinates, co-workers and superiors

• Effectively communicate performance expectations and objectives and job requirements to subordinates and co-workers in a clear, effective and consistent manner to assist in their professional development

• Lead by example and regularly reviews, understands and complies with all policies and procedures, including those regarding punctuality, attendance, harassment and discrimination prevention

• Embrace change with a positive attitude and motivates others in the department to do the same

• Maintain and foster positive, open communication channels with all affiliated internal service areas (including Sales Consultants, brokers and carriers)

• Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance

• Continually evaluate work environment identifying areas where assistance is required and opportunities for process improvement exist

• Assist internal and external co workers in skill/knowledge development

• Complete assignments as assigned and on time, unless otherwise agreed to

• Independently seek out additional work from current or other departments as time permits

• Positively participate in other projects/activities as assigned

Additional Skills and Requirements

• Must have Ease and/or EE Navigator experience

• Prior demonstrated ability to lead and communicate well with others in a leadership role

• Minimum of a High School Diploma; advanced education or degree preferred

• Valid California life/health insurance license.

• Prior experience as a Specialty Sales Associate 2 preferred, or any combination of education and/or experience that would provide an equivalent background in terms of knowledge and experience

• Excellent written and oral communication and interpersonal skills

• Must maintain an active state Life and Health Insurance License

• Ability to understand, demonstrate and oversee/supervise staff use of computer system, computer programs and office equipment as necessary, including ability to type a minimum of 30-35 wpm and proficiency in the use of a 10 key

• Ability to work a minimum of 8 hours per day, Monday through Friday, generally with shift start times between 7:30-8:30 a.m., as determined by senior management

• May require occasional in/out of state multi day travel

• Ability to work overtime, holidays and weekends as requested by senior management

• High level of planning, organizing and time management skills

This position requires the ability to work additional hours beyond regular work schedules as necessary during our peak season to meet commitments to our customers and business needs (including holidays, weekends, etc.).

Compensation

• Hourly Range*: $23.44 - $31.25 per hour

• Actual compensation may vary from posting based on work experience, education and/or skill level.

• The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

• We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance.