Warner Pacific Insurance Services

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.

Account Support Specialist

Financial Planning and Analysis

• Provide overall leadership of the Financial Planning & Analysis (FP&A) function within Warner’s finance department.
• Manage a team of financial analysts to help execute all functional responsibilities.
• Core responsibilities of the FP&A function include: Serve as financial planning liaison to assigned divisions for development of annual budget and monthly variance analysis, leading variance discussions with department and division leadership.
• Work with M&A team to develop budgets and proforma reporting for acquired businesses.
• Build and maintain financial models to support the business.
• Develop and improve financial reports to clearly communicate results and variances to Budget to department and business leaders.
• Support monthly close process, which includes summarizing and consolidating results versus budget and providing commentary on variances.
• Validate all financial reports for accuracy and reasonableness.
• Partner with department owners for monthly financial reviews.
• Automate and streamline reporting and business processes.
• Prepare ad hoc financial analyses and other duties as necessary to support the team.
• Assist with other projects as assigned.

Senior Director – FP&A

• Responsible for managing the analytical, carrier-facing, and consultative aspects of Level Funded new business.
• Leads census analysis, carrier RFP submissions, proposal reviews, and broker communications.
• Ensures accurate quoting and underwriting alignment.
• Works closely with Sales Teams, Brokers, Case Intake Specialists, and carrier partners.
• Maintains real-time updates in CRM systems to ensure accurate visibility and reporting.
• Communicates carrier feedback and next steps clearly and professionally.
• Collaborates with internal teams to identify process improvements and efficiency opportunities.

Multi-Market Analyst

Account Manager

• Oversee a portfolio of accounts to ensure departmental production standards are met, maintaining accuracy while managing multiple renewal cycles simultaneously.
• Collect and review detailed census and client information, including employee census data, group details and client preferences, to develop tailored renewal strategies.
• Facilitate open enrollment by coordinating with group administrators, processing enrollment changes, submitting updates to carriers, and confirming accurate carrier processing.
• Effectively coordinate and manage client accounts with Co-Broker arrangements, if applicable.
• Utilize various Customer Relationship Management (CRM) platforms such as Salesforce, BenefitPoint, Broker Builder, EPIC and internal systems to track renewals, upsells and pending/completed cases, as well as accurately track Co-Broker commission splits to ensure all data is up to date and reflective of current agreements.
• Generate competitive renewal analyses for medical, dental, vision, and ancillary products to provide clients with informed plan options.
• Develop customized marketing analysis based on client specific needs to optimize benefit offerings.
• Perform related responsibilities and additional tasks as needed to support team and business operations.
• Communicate with clients, brokers, and sales consultants to gather necessary employee information and renewal details.
• Provide clear explanation of renewal benefit offerings, premium costs, contributions, and employee options.
• Collaborate with the client, case installation, and new business teams to support the new business.
• Assign back-up for assigned Account Manager, as needed.
• Assist team members and departments as necessary.

Associate Account Manager

• Oversee a portfolio of accounts to ensure departmental production standards are met, maintaining accuracy while managing multiple renewal cycles simultaneously.
• Collect and review detailed census and client information, including employee census data, group details and client preferences, to develop tailored renewal strategies.
• Facilitate open enrollment by coordinating with group administrators, processing enrollment changes, submitting updates to carriers, and confirming accurate carrier processing.
• Effectively coordinate and manage client accounts with Co-Broker arrangements, if applicable.
• Utilize various Customer Relationship Management (CRM) platforms such as Salesforce, BenefitPoint, Broker Builder, EPIC and internal systems to track renewals, upsells and pending/completed cases, as well as accurately track Co-Broker commission splits to ensure all data is up to date and reflective of current agreements.
• Generate competitive renewal analyses for medical, dental, vision, and ancillary products to provide clients with informed plan options.
• Develop customized marketing analysis based on client specific needs to optimize benefit offerings.
• Communicate with clients, brokers, and sales consultants to gather necessary employee information and renewal details.
• Provide clear explanation of renewal benefit offerings, premium costs, contributions, and employee options.
• Assist clients during the renewal selection process, including collecting new business paperwork for carrier changes or additional lines of coverage.
• Collaborate with the client, case installation, and new business teams to support the new business.

Account Manager I

• The Multi-Market Support Specialist plays a critical role in supporting the Multi-Market Analysts with the intake and processing of group health insurance opportunities across multiple markets.
• This position is responsible for reviewing and preparing Request for Proposal (RFP) documents, assisting with new business installations, and ensuring accurate data handling throughout various stages of the sales and onboarding process.
• Independently review and scrub RFP documents for accuracy and completeness, including: employee census data, benefit summaries and current/renewal and rate documentation.
• Identify missing or inconsistent data and escalate appropriately for resolution.
• Organize and label documents according to established naming conventions and internal protocols and upload to Salesforce.
• Assist with preparing RFP packages for submission to carrier partners.
• Accurately log opportunities in CRM systems for internal visibility.
• Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards.
• Enter and format census and benefit information into carrier-specific templates and quoting tools.
• Support Multi-Market Analysts by pre-filling data fields to streamline the underwriting and quoting process.
• Verify consistency of information between RFP documents and input templates.
• Accurately put together premium rosters in support of the Finance Sold File process.