Full-Time

Broker Relations Appointment Specialist II

Posted on 12/20/2024

Intermountain Healthcare

Intermountain Healthcare

10,001+ employees

Intermountain Healthcare is a nonprofit health system.

Education
Healthcare

Compensation Overview

$21.2 - $32.26Hourly

Mid

Murray, UT, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Sales
Customer Service
Requirements
  • Two years experience as a level I Broker Relations Appointment Specialist; OR four years experience in health insurance, two of which are in a Broker Relations position.
  • Advanced proficiency in word processing, spreadsheet, database, and PC applications.
  • Bachelor's degree in business, communication, or marketing obtained through an accredited institution. Education is verified.
  • Strong interpersonal, organizational, oral, and written communication skills.
  • Detail oriented and takes pride in accuracy of work.
  • Excellent time management skills, the ability to work under pressure with deadlines, and to handle duties and responsibilities with minimal supervision.
  • In-depth functional knowledge of sales and commissions.
  • One year of customer service experience.
  • Experience working with Facets or similar claims systems.
Responsibilities
  • Collects and maintains all documentation required to appoint new agents and agencies.
  • Responsible to ensure the accuracy of agent Errors and Omissions (E&O) coverage, licenses, and contracts.
  • Manages agent transfers, terminations, and reactivations in accordance with established policies and process.
  • Processes Agent of Record (AOR) letters and Letters of Authorization (LOA). Creates and distributes memos to Commission and other related departments to document and implement changes.
  • Ensures accuracy of agent and agency master database, agent files, and other agent demographic information.
  • Assists with the planning and arrangements for statewide and regional broker seminars, Broker Advisory Council meetings, and broker relations events. Facilitates broker communications and notifications. Prepares documentation required to obtain Utah Insurance Department (UID) approval for Continuing Education (CE) credit for eligible presentations. Compiles and submits Certificate of Completion forms to UID.
  • Works closely with the LE Sales, SE Sales, Individual Sales and Commissions departments to answer questions and resolve issues associated with agents and agencies.
  • Serves as a liaison with administrative personnel in agent and agency offices, providing customer service and support in resolving issues of concern.
Intermountain Healthcare

Intermountain Healthcare

View

Company Stage

Grant

Total Funding

$1.8M

Headquarters

Salt Lake City, Utah

Founded

1975

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Simplify's Take

What believers are saying

  • Expansion of virtual cardiology care aligns with telehealth growth trends.
  • New hospital in Billings, MT, will enhance healthcare infrastructure and services.
  • Partnership with NexCore Group boosts healthcare real estate development.

What critics are saying

  • Ryan Smith's transition may disrupt ongoing digital transformation projects.
  • $1 billion hospital project could strain financial resources and logistics.
  • Virtual cardiology expansion may face technological and data privacy challenges.

What makes Intermountain Healthcare unique

  • Intermountain Health is a leader in innovative care models for complex conditions.
  • The partnership with Story Health enhances virtual cardiology care access and efficiency.
  • Intermountain's focus on value-based care aligns with healthcare industry trends.

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