The Rating Analyst is primarily responsible for preparing quotes based on census and group information from agents and/or their clients.
This information is obtained via phone, fax, email and the Warner Pacific website.
This job requires not only a working knowledge of the Warner Pacific proprietary quoting engine and certain carrier/vendor quoting systems, but also the guidelines for each carrier with regard to products, product availability and offering criteria.
Overview of Responsibilities
Ability to process approximately 300 quote requests per month under moderate supervision.
Receive RFQ information and prepare quotes for agents and/or their clients via the Warner Pacific quoting system in an accurate manner and within the company standard of 24 hours or less.
Notify supervisor immediately when quote requests are pending outside the 24-hour standard.
Demonstrate competency in running quotes on alternate (carrier and/or vendor) quoting systems, as determined by carrier protocol or business need.
Provide carrier/plan consultative services to customers, as needed, to ensure that quotes are run and/or modified according to customer specifications.
Notify supervisor and Warner Pacific IT Dept.
immediately when quoting system malfunctions occur so that corrections can be made in a timely manner.
Make note of potential enhancements and communicate to supervisor for consideration.
Assist agents who have questions while running their own quotes on the Warner Pacific website.
Assist with other tasks related to business retention during times of low quote volume.
Additional Skills and Requirements
Minimum of a High School Diploma, GED or equivalent
Excellent customer service skills.
Excellent written and oral communications skills.
Ability to work overtime, holidays and weekends as requested by senior management.
Ability to prioritize work effectively.
Ability to perform data entry, answer phone and monitor email and fax simultaneously.
Ability to work independently and as part of a team.
Ability to work assigned schedule at the assigned work location.
Computer literacy with proficiency in the Microsoft Office suite and emphasis on beginning-intermediate Excel.
Ability to type a minimum of 30 WPM.
Ability to sit for long periods of time, lift a minimum of 5 pounds, file, stand, bend, reach, pull.
Compensation
Hourly Range*: $22.
39 - $29.
86 per hour
Actual compensation may vary from posting based on work experience, education and/or skill level.
* The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting.
The Company may ultimately pay more or less than the posted range.
This range may be modified in the future.
No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans.
The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance.
Whatsapp
