The Multi-Market Analyst I, working closely with Sales Consultants, Brokers and Carriers, under supervision, is responsible for preparing quotes based on census and group information from agents and/or their clients. This information is obtained via the RFQ and from input from stakeholders including, but not limited to, the Warner Pacific Sales Executive and the requesting broker. This job requires not only a working knowledge of the RFQ document, Warner Pacific Intranet/carrier rating systems and carrier RFQ workflows, but also the guidelines for each carrier with regard to RFQ points of contact, products, product availability and offering criteria. The Market Analyst I, under supervision, makes decisions within guidelines and procedures relative to new business, as well as modifications to existing business.

Overview of Responsibilities

• Document quoting activity according to department protocols and using internal/external systems.
• Analyze RFQ information and prepare RFP for carriers using the RFQ tool/document and/or the Warner Pacific quoting system with a high degree of accuracy.
• Interface/follow up with carrier RFQ & broker contacts frequently to ensure timely delivery of quotes from requested carriers.
• Initiate no greater than 5 business day follow up call to Broker regarding status and, if needed additional discussion of requirements, if not received initially
• Initiate second 3 business day follow up call to Broker regarding status and, if needed, additional discussion of requirements, if not received in Underwriting. This level of follow up will continue every 3 business days until requirements are received (unless otherwise requested by Broker and indicated in submission notes)
• Work closely with all stakeholders named above to produce requested quotes and upon completion/receipt from carrier, forward quotes immediately to the Sales Executive and broker.
• Respond to e-mails and phone messages within 4 hours at a maximum
• Develop an understanding of market factors, carriers, plans, benefits and guidelines in the California and/or Colorado group insurance landscape.
• Provide carrier/plan consultative services to sales executives and brokers to assist with new group and renewal purchasing decisions.
• Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
• Make note of potential workflow or process enhancements and communicate to supervisor for consideration.

Expected Leadership Qualities

• Treat all employees and customers fairly and with respect and communicate with other employees consistently in a dignified, positive fashion in order to encourage and achieve maximum performance results
• Lead by example and regularly review, understand, and comply with all policies and procedures, including those regarding punctuality, attendance, harassment and discrimination prevention
• Embrace change with a positive attitude and to motivate others in the department to do the same
• Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance
• Continually evaluate work environment identifying areas where assistance is required and opportunities for process improvement exist
• Maintain and foster positive, open communication channels with all affiliated internal service areas (including Sales Executives), Brokers and Carriers
• Assist internal and external co workers in skill/knowledge development
• Complete assignments as assigned and on time, unless otherwise agreed to
• Independently seek out additional work from current or other departments as time permits
• Positively participate in other projects/activities as assigned

Additional Skills and Requirements

• Minimum of a high school diploma, GED or equivalent.
• Exceptional interpersonal skills.
• Exceptional written and oral communications skills.
• Attention to detail a must.
• Demonstrated competency in running quotes on Warner Pacific and alternate (carrier and/or vendor) quoting systems, as determined by carrier protocol or business need.
• Demonstrated ability to remain calm in pressure situations.
• Demonstrated ability to effectively negotiate.
• Demonstrated ability to think and act independently and to consider all available avenues to obtain desired results for customers.
• Demonstrated ability to multi-task effectively.
• Ability to prioritize work effectively.
• Ability to perform data entry, answer phone and monitor email and fax simultaneously.
• Ability to self-start and think/act independently and in concert with co-workers, management and customers.
• Ability to maintain and foster positive, open communication channels with internal and external customers.
• Valid applicable state life/health insurance license required to move to Multi-Market Analyst 2.
• Ability to work a minimum of 8 hours per day, M-F, 40 hours per week generally with shift start times between 8:00-8:30 a.m., as determined by senior management.
• 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 extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach, and pull.