Warner Pacific Insurance Services

Analyst

• Analyze RFP documents provided by Brokers and/or Sales Consultants and prepare carrier requests with a high degree of accuracy
• Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards
• Enter and maintain quoting activity in CRM platforms (e.g., Salesforce) in real time
• Follow up with Brokers and/or Sales Consultants on outstanding documents and information as per department workflow
• Initiate and manage follow-ups with carrier partners regarding RFP status to ensure timely quote delivery
• Collaborate with Sales Team to communicate quoting strategy and key priorities to partner carriers
• Support the preparation of spreadsheet comparisons by working closely with Multi-Market Administrators and Sales Team
• Ensure timely responses to emails, calls, and instant messages in line with department service level standards
• Accurately log and close sold group opportunities in CRM systems for internal visibility and to meet Finance Team deadlines
• Monitor and flag opportunities for process improvement, communicating suggestions to the Supervisor
• Maintain consistent, clear, and professional communication with internal teams, brokers, and carrier partners throughout all quoting and sales processes
• Respond promptly to inquiries and ensure clarity and accuracy in all written and verbal communications
• Facilitate seamless hand-offs and information sharing across Sales, Administrative, Service and Finance teams
• Partner closely with the Sales Team and Multi-Market Administrators to ensure cohesive and efficient proposal delivery
• Act as a resource to teammates by helping, sharing best practices, and supporting overall department goals
• Participate in team meetings and contribute to problem-solving discussions and strategy sessions
• Develop and maintain a strong understanding of the healthcare insurance market, including carrier products, benefits, plan structures, and underwriting guidelines
• Stay informed on state-specific market trends to assist in supporting both new business and renewal purchasing decisions
• Assist Sales in evaluating proposals and offering market insights to enhance broker consultation and client decision-making
• Review carrier proposals to ensure quotes include all requested details/plans

Multi-Market Analyst I

Account Executive

• Meet or achieve monthly/annual sales goals.
• Recommends appropriate solutions to meet customer needs and resolves questions with direction as needed.
• Generates prospective/inactive broker opportunities by utilizing various sales strategies.
• Cultivate current broker relationships and identify strategies to expand opportunities.
• Reviews data on sales reports to identify patterns, identify opportunities and develop sales strategies.
• Helps identify areas of sales process improvements to achieve sales targets and initiatives.
• Conduct structured training sessions covering product knowledge, quoting tools, and market trends.
• Regularly assess broker understanding and provide ongoing education on product updates.
• Participate in a variety of industry events and conferences to generate new agency leads and develop new business opportunities.
• Lead brokers through the entire sales cycle, ensuring they understand each step, from quote through implementation.
• Engage brokers early in the renewal process to assess client needs, any changes in the business, and possible improvements to their current policies.
• Maintain regular communication through check-ins on quote follow up, newsletters, or industry updates.
• Offer tailored support, whether it's new product information or helping brokers navigate the sales process.
• Demonstrate a solid understanding of our carrier partner’s, industry trends, underwriting guidelines, services and products.
• Builds relationships with cross-functional/external stakeholders and customers.
• Ensures a high level of customer service is provided for the utmost experience.
• Document activity and communication in Agency Bloc.
• Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
• Provide back up in other areas within the department/company as needed/requested.
• Knowledge of core OOS quoting processes.
• Ability to participate in RFP process when competing for an agency.