Broker Clerical 2

Job Summary:

Under moderate supervision, the Broker Clerical II performs advanced administrative and operational functions that support the organization's broker services and employee benefits operations. This position is responsible for processing broker and licensed agent agreements, commission adjustments, broker of record changes, acquisitions, revenue reporting, direct deposit setup, monthly reporting, and other specialized administrative functions. 
 
The Broker Clerical II independently manages complex work assignments while maintaining a high level of accuracy, organization, and confidentiality. This role serves as an operational resource for the department by assisting with escalated issues, supporting leadership initiatives, identifying process improvement opportunities, and providing day-to-day guidance to team members. 
 
The Broker Clerical II demonstrates strong communication, critical thinking, and time management skills while exercising sound judgment and maintaining autonomy in daily responsibilities

Responsibilities:

Performance Outcomes 

Communication and Customer Support  

• Receive inbound calls and emails while completing outbound calls and emails with associates, licensed agents, brokers, and internal business partners.  
• Research and resolve escalated questions related to broker servicing, commissions, and administrative processes.  
• Execute Acquisition Requests received from Broker Relationship Managers and Directors.  
• Maintain professional relationships while providing exceptional customer service.  

Administrative and Operational Responsibilities  

• Review and process Licensed Agent, Regional Broker, and National Broker Agreement setups.  
• Prepare and distribute Commission Revenue Reports.  
• Research and process Commission Adjustments and Commission Rebuilds.  
• Process Broker of Record changes.  
• Complete monthly operational and production reports.  
• Process direct deposit setup and other broker administrative transactions.  
• Identify discrepancies and resolve issues to ensure data accuracy.  
• Perform account research, follow-up, and other administrative responsibilities.  
• Complete special projects and other duties assigned by leadership.  

Team Support  

• Serve as a knowledgeable resource for Broker Clerical team members by providing operational guidance and assistance with daily workflows.  
• Assist with escalated calls, emails, and complex account research.  
• Partner with leadership to resolve operational issues and improve departmental processes.  
• Assist with production reporting and operational tracking.  
• Support departmental workflow and business continuity as operational needs require.  

Education, Knowledge, and Experience 

• High school diploma, GED, or equivalent preferred.  
• Successful performance as a Broker Clerical I or equivalent experience performing progressively responsible clerical, administrative, or broker support functions.  
• Experience processing broker agreements, commissions, or similar administrative functions preferred.  
• Proficient in Microsoft Word, Excel, and PowerPoint.  
• Strong typing and 10-key skills.  
• Excellent written and verbal communication skills.  
• Strong organizational, analytical, and critical thinking abilities.  
• Ability to manage multiple priorities while maintaining a high degree of accuracy and confidentiality.  
• Ability to exercise sound judgment and work independently with minimal supervision.  
• Positive, professional attitude with the ability to collaborate effectively across departments.  
• Ability to adapt quickly in a fast-paced environment while maintaining attention to detail.  

FLSA Status 

Non- Exempt 

Physical Requirements/ Work Environment  

The work environment characteristics and physical demands described here are representative of these an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  
 

The duties of this position are performed in a professional office environment. Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms. The employee is frequently required to sit, stand, talk and hear. Employee can work at the computer or other sedentary tasks for extended periods. Employee can conduct duties discreetly and impartially. Employee has regular and predictable attendance and punctuality with the ability to work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed. Travel is not required for this position.  

Additional Information:

Location:

Ada

Department:

9340 Business Solutions Sales Operations

Time Type:

Full time

Commitment to Equal Opportunity

PPLSI conforms to all the laws, statutes, and regulations concerning equal employment opportunities.  We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings.  We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, status as a protected veteran, and basis of disability or any other federal, state or local protected class.  We prohibit retaliation against individuals who bring forth any concerns, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any concerns or otherwise oppose discrimination.

If you require a reasonable accommodation to complete the application process, please contact Human Resources at: [email protected].