Ancillary Liaison

Join Our Team as an Ancillary Liaison at Stealth Partner Group, an Amwins Group Company! Are you ready to take on a dynamic role where you will build strong internal processes and controls and play a key part in our organization's success? We are seeking an Ancillary Liaison to join our team in Scottsdale, AZ . This in-office position that offers the flexibility to work from home up to 2 days a week after completion of training. Why Choose Amwins? At Amwins, we value our team members and offer a range of benefits to enhance your work experience: Flexibility: Enjoy a hybrid work environment with flexible scheduling options. Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays. Continual Learning: Thrive in a collaborative, education-focused work environment. Annual Bonus Program: Earn rewards through our bonus program after just one year of employment. Learn more about and . The Ancillary Liaison is responsible for proactively managing Ancillary sold form completion and accuracy, our Business In Force (BIF) tool and related processes. This will include managing Ancillary Account Management Quality Review processes, analyzing, and reporting trends, individual and department performance metrics, and leading the development and on-going maintenance of related policies, procedures, and training with the goal of improving efficiency and quality. Your responsibilities include: Act as the Department's primary Ancillary subject matter expert on sold forms: Facilitate Ancillary Sold Form training sessions and provide feedback to Leadership, as needed Maintain the Ancillary Sold Form manual Collaborate with AM Leadership to support Ancillary Sold Form related tools, policies, procedures, and process documentation to ensure accuracy and consistency. Manage the Quality Review Processes: Monitor the Ancillary Quality Review Inbox to effectively manage volume to meet target turnaround times Manage the Ancillary Sold Form Tracker including updates, changes, controls Track and report Ancillary Sold Form trends for completeness, accuracy, and timeliness at a department and individual level Manage Business In Force (BIF) tool and Ancillary related processes: Manage the process for maintaining the Business In Force (BIF) report including, but not limited to applicable Ancillary updates and assignment of Stealth ID numbers in a timely manner Monitor the BIF report for outstanding Ancillary Sold Forms by renewal date and communicate with the applicable staff regarding status in an effort to meet all stated processing goals Create and maintain reporting tools for the field and Ancillary Account Management teams to monitor the status of cases on the BIF Manage the Ancillary Bulk Sold Form Update Process Maintain Ancillary Sold Form Processing Grid and communicate revisions to Ancillary Account Management Maintain Ancillary BIF Manual and Ancillary BIF training tools Perform audits and manage reporting and quality controls: Status of Late Ancillary New Biz Not BIF'd Progress of Ancillary Renewals Processed on BIF Consistency on BIF (i.e. naming conventions) Premium and Invoicing Drop Folders Process Improvement: Engage in proactive and regular dialogue with team members to identify best practices as well as opportunities for Ancillary process improvements and/or additional training to improve efficiency and enhance the quality of sold form, Quality Review and BIF processes and tools. Desired Skills: Teamwork and Organizational Skills: Strong teamwork, organizational, and multitasking skills. Analytical Thinking: Thoroughness, analytical thinking, and problem-solving skills. Communication: Effective written and verbal communication with internal and external parties. Adaptability: Ability to adjust to changing priorities in a fast-paced environment. Time Management: Proven ability to effectively manage time, prioritize workload, and meet deadlines. Positive Attitude: Ability to consistently assume positive intent and convey a positive attitude at work. Confidentiality: Ability to maintain strict confidentiality. Technical Proficiency: Proficient in Microsoft Office programs (Word, Excel, Outlook, Teams etc.). Qualifications: Experience: 3+ years of project management, process improvement, and/or quality experience strongly preferred Industry Expertise : 3+ years in group benefit insurance preferred Education: Bachelors degree or equivalent wok experience preferred Communication: Ability to effectively communicate, both written and verbally, with internal and external parties Skills: Strong attention to detail and problem-solving skills required The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Created: 2024-11-11