- Appoint and terminate agency/agents in Siebel and on Department of Financial Service (DFS) website.
- Set-up and maintain channel partner data in multiple systems/databases in compliance with SOPs and data integrity safeguards.
- Review and evaluate in-coming requests for changes or additions to channel partner data to ensure supporting documentation is provided and determine appropriate processing requirements based on agent relationship and status.
- Research, gather, and validate channel partner information via online sources including various government websites and communications with business partners (e.g., Field Sales Offices, Small Group Enrollment Organization, Telesales, Agent Service Center).
- Assign all appropriate agency/agent codes or numbers.
- Coordinate and prioritize work inventory to complete the setup, appointment and contracting processes, including data changes and updates, for internal/external agents.
- Update Siebel records with appropriate AOR record changes.
- Research and resolve AOR disputes arising from On and Off Exchange enrollment policies.
- Validate AOR requests to ensure agent is qualified to receive credit for sale, prior to updating AOR on enrollment policies, such as properly licensed and certified.
- Provide proper notification to new and existing Agencies as well as Groups regarding changes to the Agent of Record.
- Manage the Service Record in Siebel, ensuring all requests are properly documented, all request notes are updated, all pertinent documentation is attached and the request is closed out.
- Collaborate with CPIM, Sales Compensation and other impacted area to resolve Agent issues related to Agent's book of business alignment.
- Document, update or modify agreement data and Agent of Record information in appropriate systems in timely accurate manner, and escalate issues effectively to avoid negative impacts to compliance or sales outcomes.
- Enter and update the following types of data in multiple systems, ensuring corresponding processes are completed:
- Designated Producer Agreements
- Sole Proprietor and Legal Entity Requests and Contracts
- Termination Requests
- Reinstatement Requests
- Proof of Errors and Omissions (E&O) Insurance
- W-9s
- Document channel partner information management activities (e.g., agent/agency adds, agency tax ID updates, terminations, reinstatements, etc.) using Siebel/Agent Point service requests to enable activity tracking and capture performance data.
- Execute binding agreements and distribute welcome packets, denial and termination letters.
- Managed the Service Request (SR) in Siebel/Agent Point, ensuring all requests are properly documented, and all pertinent documentation is attached.
- Follow all procedures according to compliance and regulatory guidelines as documented in CPIM's departmental SOPs.
- Communicate and coordinate with users, business partners, and other stakeholders.
- Keep stakeholders and business partners informed regarding channel partner status changes via phone, emails, and service request updates.
- Respond to inquiries about channel partner data.
- Collaborate with stakeholders to resolve data-related issues.
- Contribute to the continuous improvement of channel partner data, related processes and tools.
- Perform quality checks to ensure all process steps have been completed accurately and in accordance with business process flows, policies, and SOPs.
- Track stakeholder issues and concerns to identify and report improvement opportunities.
- Proactively identify and communicate continuous improvement opportunities within the scope of the job including but not limited to the improvement of/updates to SOPs, processes and forms as required by the changing business environment.
- Troubleshoot channel partner data-related problems as needed including research and resolution of file discrepancies from one system to another and merging or eliminating duplicate data.
- Share knowledge with other team members to foster on-going learning and team development.
- Participate in projects that support business unit and corporate goals.
- Incorporate learning into process improvements.
- 3+ years related work experience
- Total work experience with 2 years related experience working in insurance sales support (e.g. with internal sales reps or external agents, brokers or consultants, insurance sales commissions, contracts and/or appointments) and/or in high inventory data processing environment.
- Knowledge of agent licensing, appointments, governments certification process
- Proficiency in navigating multiple systems, including system data change.
- Proven analytical and work distribution planning and monitoring capabilities.
- Strong decision making and problem-solving skills.
- Strong verbal and written communication skills.
- Possess a current 2-15 Health, Life and Variable Annuity License.
- Experience with FFM and CMS Registrations.
- Working knowledge of agency/agent appointment process.
- Familiar with MS Office products - Excel, Word, PowerPoint, Outlook, etc.
- Familiar with Adobe PDF
- Familiar with Channel Partners processes and transactions
- Experience with Florida Blue's Agent Point System
- Medical, dental, vision, life and global travel health insurance;
- Income protection benefits: life insurance, Short- and long-term disability programs;
- Leave programs to support personal circumstances;
- Retirement Savings Plan includes employer contribution and employer match;
- Paid time off, volunteer time off, 10 holidays and two flexible Well-Being days
- Additional voluntary benefits available; and
- A comprehensive wellness program
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Channel Partner Data Coordinator II - Jacksonville, United States - Florida Blue
Description
JOB DESCRIPTIONFlorida Blue's mission is to help people and communities achieve better health. Florida Blue fosters an environment of respect, integrity, imagination, courage, and excellence.
The Channel Partner Data Coordinator II executes channel partner binding agreements and ensures channel partner data is set-up and maintained accurately and timely within all appropriate channel partner systems. The core function of the department is to ensure all statewide licensed sales agents and agencies are provided with excellent onboarding and maintenance experiences, while ensuring compliance of state and federal regulatory requirements. Our primary customer base includes all external sales agents & agencies, internal Sales Teams, and Sales Leaders.
What will you be doing
What you must have
What We Prefer
General Physical Demands
Sedentary work: Exerting up to 10 pounds of force occasionally to move objects. Jobs are sedentary if traversing activities are required only occasionally.
What We Offer
As a Florida Blue employee, you will thrive in our Be Well, Work Well, GuideWell culture where being well as an individual, and working well as a team, are both important in serving our members and communities.
To support your wellbeing, comprehensive benefits are offered. As an employee, you will have access to:
Employee benefits are designed to align with federal and state employment laws. Benefits may vary based on the state in which work is performed. Benefits for intern, part-time and seasonal employees may differ.To support your financial wellbeing, we offer competitive pay as well as opportunities for incentive or commission compensation. We also conduct regular annual reviews with pay for performance considerations for base pay increases. Hourly Pay Range: $19 - $31 Typical Hourly Pay Range: $19 - $24Final pay will be determined with consideration of market competitiveness, internal equity, and the job-related knowledge, skills, training, and experience you bring.We are an Equal Opportunity/Protected Veteran/Disabled Employer committed to creating a diverse, inclusive and equitable culture for our employees and communities.
