Warner Pacific University

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

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

• Analyze census data to assess group demographics, participation, and underwriting considerations.
• Prepare and submit Level Funded RFPs to carrier partners in accordance with carrier guidelines and timelines.
• Perform RFP scrubs to ensure completeness, accuracy, and alignment with underwriting requirements.
• Review carrier proposals for accuracy, plan design, rates, and participation compliance.
• Track RFP status and follow up with carriers to ensure timely quote delivery.
• Serve as the primary point of contact for brokers regarding Level Funded quoting and proposal questions.
• Communicate carrier feedback, underwriting requirements, and next steps clearly and professionally.
• Maintain real-time updates in CRM systems (e.g., Salesforce) to ensure accurate visibility and reporting.
• Stay informed on market trends and carrier strategies impacting Level Funded solutions.

Multi-Market Analyst

• Generate employee benefit quotes including medical and ancillary products
• Collect and review client information and generate competitive quotes
• Communicate with clients, brokers, and sales representatives
• Collaborate with sales team and provide support during proposal process

Ancillary Rating Analyst

Account Manager

• Associate Account Manager is responsible for managing client information, including carrier renewals, census data, and carrier guidelines, to deliver competitive and comprehensive benefit solutions that align with client expectations.
• This role also involves recommending supplemental coverage options to enhance clients' benefit programs.
• The Associate Account Manager collaborates with clients, brokers, sales consultants, and carrier partners to provide exceptional service, which may also include managing Co Broker arrangements.
• 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.
• 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.
• Assign back-up for assigned Account Manager, as needed.
• Assist team members and departments as necessary.
• Stay informed on benefits, plan designs, and market competition to provide accurate renewal analysis and marketing recommendations.
• Monitor industry regulations and compliance standards (carrier meetings, carrier 411) to maintain up-to-date knowledge of the employee benefits market.
• Respond promptly to client inquiries, acknowledging requests the same day and expected resolution timelines.
• Address client questions, concerns, or adjustments regarding benefits packages, ensuring timely issue resolution.

Associate Account Manager

• Oversee a portfolio of accounts to ensure departmental production standards are met.
• Collect and review detailed census and client information to develop tailored renewal strategies.
• Facilitate open enrollment by coordinating with group administrators and carriers.
• Manage client accounts effectively and utilize CRM platforms to track renewals and upsells.
• Generate competitive renewal analyses for various products to provide informed options.

Account Manager I

• Independently review and scrub RFP documents for accuracy and completeness.
• 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.
• Verify consistency of information between RFP documents and input templates.
• Accurately put together premium rosters in support of the Finance Sold File process.
• Maintain a high audit percentage score for audits surrounding pre-submission census enrollments.
• Demonstrate strong understanding of the healthcare insurance market.
• Respond promptly to inquiries and ensure clarity and accuracy in all communications.