Warner Pacific University

Consultant

• 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.
• 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.
• Partner with Sales Executives to address agency-specific retention challenges and opportunities.
• Create, implement, and manage a proactive renewal process for groups with 20+ enrolled employees.
• Verify and maintain data accuracy of sold, lost, and retained business in internal systems (e.g., Salesforce, GAIT).
• Create, maintain, and distribute Renewal, Retention, and Stewardship reports for brokers, carriers, and leadership.
• Ability to analyze and present data insights to leadership.
• Develop and review monthly broker stewardship reports with Sales Executives prior to client delivery.
• Prepare monthly carrier stewardship reports in collaboration with the Sales Vice President.
• Maintain internal block-of-business reporting in partnership with the Sales Vice President and Regional Vice President.
• Present regular updates on retention rates, churn, and customer feedback trends.

Renewal Consultant

Account Executive

• 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 highlighting Warner Pacific tools, services, carrier solutions, and market opportunities.
• 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.
• Accurately maintain CRM records, including sales activities, broker interactions, pipeline management, opportunities, and follow-up activities.

Senior Inside Sales Consultant

Enrollment Specialist

• The Senior/Lead Online Enrollment Specialist plays a vital role in helping lead the team’s success, in addition to setting up and renewing groups on all key benefit platforms such as PRO Apply, Ease, and Employee Navigator.
• Under minimal supervision, works in collaboration with our broker partners and internal departments to facilitate a seamless enrollment process for clients utilizing these online platforms.
• 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 PRO Apply, Ease, and Employee Navigator 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.
• Participate in training, cross-functional projects, and initiatives aimed at improving team performance and service delivery.
• Identify topics and assists with preparing materials for training and other presentations at departmental staff meetings.

Senior/Lead Online Enrollment Specialist

General

• Processes, reviews, and audits incoming commission payments into proprietary software system according to company guidelines.
• Coordinates daily commission payments and records into proprietary software system.
• Analyzes and reconciles carrier spreadsheets with payments and converts to compatible electronic format.
• Confirms and calculates commissions for accuracy according to scales.
• Ensures timely entering in preparation for weekly and monthly commissions run.
• Maintains commission schedules in proprietary software system.
• Monitors and audits commission payments.
• Assimilates, analyzes, and maintains records of commission data through various sources.
• Contributes to varied aspects of Commission processing.
• Organizes and maintains updates to carrier compensation information.
• Builds and maintains mutually beneficial relationships by facilitating communication with brokers and clients.
• Provides customer service to brokers and clients who inquire about reconciliations of commission payment data in proprietary software system.
• Liaises with brokers for commission related questions and discrepancies; researches and resolves commission related inquiries.
• Prepares 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 including medical and/or ancillary products such as dental, vision, and life insurance
• 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
• Customize benefits plans to align with client needs
• Communicate with clients, brokers, and sales representatives to gather necessary information and answer inquiries
• Work with the sales team, brokers, and account managers to provide support during the proposal process
• Recommend process improvements within the quoting workflow/system to enhance efficiency
• Stay updated on trends in employee benefits offerings

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 the 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.
• Perform related responsibilities and additional tasks as needed to support team and business operations.

Associate Rating Analyst

• Analyze RFP documents provided by Brokers and/or Sales Consultants and prepare carrier requests with high accuracy
• Efficiently manage a high volume of quote requests, balancing speed and accuracy
• 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
• Collaborate with Sales Team to communicate quoting strategy
• Support the preparation of spreadsheet comparisons
• Ensure timely responses to emails, calls, and instant messages
• Monitor and flag opportunities for process improvement

Associate Multi-Market Analyst

Customer Support

• 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 (e.g., questionnaires, census files), 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, depending on experience level
• Partner with internal teams and participate in cross-functional projects to improve operational performance