Warner Pacific Insurance Services

Consultant

• Retention Strategy & Analysis
• Analyze broker data, feedback, behavior trends to identify and proactively address at-risk accounts.
• Gather input from Sales staff and leadership to validate findings and ensure alignment.
• Develop and implement targeted retention strategies and campaigns based on customer feedback and churn analysis.
• Meeting retention goals based on ongoing analysis and market conditions.
• Collaborate with sales, marketing, and product teams to enhance the broker's experience and deliver actionable insights.
• Client & Broker Engagement
• Execute ongoing communication and engagement strategy with brokers and clients to ensure full value realization of products and services.
• Attend and support open enrollment meetings as needed to strengthen relationships and assist with retention efforts.
• Renewal Management
• Create, implement, and manage a proactive renewal process for groups with 20+ enrolled employees.
• Reporting & Insights
• Create, maintain, and distribute Renewal, Retention, and Stewardship reports for brokers, carriers, and leadership.

Renewal Consultant

Account Executive

• The Sr. Executive Inside Sales Consultant serves as a strategic sales partner to the assigned Executive Sales Consultant, driving new business growth, broker engagement, and territory development.
• This role is responsible for generating sales opportunities, recruiting, and onboarding brokers, conducting training, and supporting the overall success of the territory.
• In addition, the Sr. Executive Inside Sales Consultant acts as a subject matter expert on products, carrier solutions, market trends, and sales processes while providing leadership, guidance, and mentorship to internal teams and broker partners.
• Partner with the assigned Executive Sales Consultant to execute territory sales strategies and achieve growth objectives.
• Generate new business through broker recruitment, outbound prospecting, sales campaigns, referrals, and lead development activities.
• Respond to inbound sales inquiries, qualify opportunities, and provide product and sales support.
• Build and maintain strong relationships with active, prospective, and inactive brokers to increase sales across all product lines.
• Conduct broker onboarding, product demonstrations, webinars, and training sessions.
• Schedule appointments and support territory activities to maximize field sales effectiveness.
• Assist brokers with marketing plans, lead-generation efforts, quoting, enrollment support, and sales strategy development.
• Collaborate with Product Specialists to identify growth opportunities and increase awareness of specialty product offerings, including Medicare and ancillary products.
• Maintain a strong understanding of market conditions, carrier portfolios, plan benefits, regulatory requirements, and the Affordable Care Act.
• Serve as a trusted advisor and subject matter expert for brokers, peers, and internal teams on products, carrier updates, industry trends, compliance requirements, and sales best practices.
• Act as a resource and mentor to team members by sharing knowledge, coaching best practices, and contributing to skill development.
• Lead training initiatives and educational sessions to improve broker engagement, product knowledge, and sales effectiveness.
• Provide recommendations and insights to leadership regarding market opportunities, competitive intelligence, broker feedback, and emerging trends.
• Support cross-functional collaboration and act as a liaison between Sales, Operations, Product Specialists, Carrier Partners, and Account Management teams.
• Demonstrate leadership by influencing positive outcomes, driving accountability, and fostering a high-performance culture without direct supervisory responsibility.
• Serve as a key point of contact and territory leader during periods when the assigned Executive Sales Consultant is unavailable.

Senior Inside Sales Consultant

Enrollment Specialist

• The Senior/Lead Online Enrollment Specialist plays a vital role in helping lead the team’s success
• Works in collaboration with broker partners and internal departments to facilitate a seamless enrollment process for clients
• Senior/Lead Online Enrollment Specialist will have the ability to perform all job functions and help lead the team, providing build assistance, mentorship, and training support
• Build out employee benefit plans and rules for new and renewing groups on the benefit platforms
• Maintain a broker first approach, ensuring satisfaction and long-term partnership
• Operate internal and external systems/platforms to obtain and extract information and documents for enrollments, reporting, and tracking
• Thoroughly document all builds, inquiries, and service-related activities in Salesforce
• Participate in training, cross functional projects, and initiatives aimed at improving team performance and service delivery

Senior/Lead Online Enrollment Specialist

General

• Processes, reviews, and audits incoming commission payments into proprietary software system according to company guidelines
• Coordinate daily commission payments and record into proprietary software system
• Analyze and reconcile carrier spreadsheets with payments and convert to compatible electronic format
• Confirm and calculate commissions for accuracy according to scales
• Ensure timely entering in preparation for weekly and monthly commissions run
• Maintain commission schedules in proprietary software system
• Monitor and audit commission payments
• Assimilate, analyze, and maintain records of commission data through various sources
• Contribute to varied aspects of Commission processing
• Organize and maintain updates to carrier compensation information
• Build and maintain mutually beneficial relationships by facilitating communication with brokers and clients
• Provide customer service to brokers and clients who inquire about reconciliations of commission payment data in proprietary software system
• Liaison with brokers for commission related questions and discrepancies; research and resolve commission related inquiries
• Prepare reports

Commissions Specialist

Manager

• Develop and implement compensation strategies that align with organizational goals, including salary structures, pay ranges, incentive programs, variable bonus design and performance-based pay systems.
• Design, administer, and evaluate sales variable compensation and incentive programs, including plan design, governance, communication, and return-on-investment analysis.
• Conduct market pricing and salary benchmarking analyses to maintain competitive pay practices and support internal equity.
• Evaluate positions and maintain job architecture, leveling, and grading frameworks to support consistent compensation decisions across functions and markets.
• Ensure compensation programs comply with federal, state, and local regulations, including pay transparency, wage and hour considerations, and other applicable compensation-related requirements.
• Support compensation budgeting processes by forecasting the financial impact of pay plans, annual merit cycles, promotions, and variable pay programs.
• Partner with HR, Finance, senior leadership, and external vendors to provide guidance on compensation decisions, communicate pay programs, and support manager and employee understanding.
• Analyze compensation data to identify trends, assess program effectiveness, develop insights, and support strategic decision-making.
• Establish and maintain compensation policies, approval processes, and controls to ensure consistency, accuracy, and alignment with organizational standards.
• Lead compensation projects and continuous improvement efforts and provide guidance or mentoring to team members and cross-functional partners involved in compensation administration.

Compensation Manager

• Administer spreadsheet of all carrier portals and websites and corresponding password and login information for each
• Using daily EFT download from the bank and check deposit data identify commissions received
• Download/account for all commission statements from carrier portals, efaxes, emails and US mail, making sure they are electronically saved to the proper directory
• Investigate missing or unidentified statements
• Prepare assigned statements into necessary excel format for revenue coding and broker commission payments
• Load data into Stateable system
• Communicate with carrier representatives regarding missing statements
• Track and quantify open support tickets with 3rd party vendor
• Assist with special projects as assigned

Commission Information Specialist

Analyst

• Generate employee benefit quotes for medical and ancillary products
• Collect and review detailed client information for quotes
• Collaborate with brokers on complex quote requests
• Communicate with clients and brokers to gather information
• Recommend process improvements within the quoting workflow/system
• Stay updated on trends in employee benefits offerings and regulations
• Respond promptly to customer inquiries and deliver exceptional service throughout the quoting process
• Assist in providing training in support of new onboarding agencies

Rating Analyst

• Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards
• Collect and review detailed client information, such as employee census data, group information, plan preferences, and coverage requirements
• Generate competitive quotes for employee benefits products, including health, dental, vision, and other ancillary products, within service level, using various quoting engines/platforms
• Customize benefits plans to align with client needs, ensuring appropriate solutions are provided
• Generate quotes for multiple states using carrier quoting platforms, as needed
• Utilize CRM platforms like Salesforce and other internal systems to track and provide visibility into the status of pending items
• Communicate with clients, brokers, and sales representatives to gather necessary information and answer inquiries regarding available benefits plans and pricing
• Provide clear explanations of benefits plan structures, premium costs, and coverage options to ensure understanding
• Assist brokers who have questions while running their own quotes on the Warner Pacific quoting engine
• Work with sales team, brokers, and account managers to provide support during the proposal process
• Provide team support and desk coverage as needed to ensure smooth operations during absences or high-demand periods
• Assist other departments as needed to support organizational goals
• Work overtime as needed, particularly during peak periods, to meet turnaround time goals and support broker timelines
• Respond promptly to customer inquiries, within service level, delivering exceptional service throughout the quoting process
• Respond to client inquiries, concerns, or requests for adjustments related to their benefits packages, and work to resolve any issues promptly and effectively

Associate Rating Analyst

• Analyze RFP documents provided by Brokers and/or Sales Consultants
• Enter and maintain quoting activity in CRM platforms
• Follow up with Brokers on outstanding documents
• Collaborate with Sales Team to communicate quoting strategy
• Ensure timely responses to communications
• Accurately log and close sold group opportunities in CRM systems
• Monitor and flag opportunities for process improvement
• Facilitate communication with internal teams and clients

Associate Multi-Market Analyst

Customer Support

• Manage enrollment processes, maintaining accurate client records, and ensuring effective communication between clients, carriers, and internal teams.
• Process and oversee enrollment requests, including new hire enrollments, terminations, and benefit changes, ensuring accuracy and timeliness.
• Manage enrollment activities through carrier portals.
• Maintain and update client case in Salesforce to track from receipt to completion.
• Gather client data, create cases in Salesforce, and coordinate submissions with carriers.
• Follow up with carriers on enrollment, terminations, billing discrepancies, and paid-to-date status.
• Manage complex enrollment exceptions, conduct audits, and ensure adherence to quality standards.
• Provide timely updates to Account Managers and clients on enrollment, open enrollment, and renewal status.
• Respond promptly and professionally to client inquiries, ensuring clarity, accuracy, and resolution.
• Build and maintain strong relationships with clients, brokers, and carrier partners.
• Serve as an escalation point for complex issues.
• Partner with internal teams and participate in cross-functional projects to improve operational performance.