Warner Pacific Insurance Services is a full-service general agency that provides a range of insurance services to brokers and businesses. They assist clients with quoting, underwriting, and enrollment, while also offering technology solutions and compliance resources. With strong relationships with various insurance carriers, they aim to match clients with suitable plans and support their business growth through personalized service and tools.
General Agency • Healthcare Insurance • Ancillary • Life Insurance • Small Business
201 - 500 employees
Founded 1984
⚕️ Healthcare Insurance
🤝 B2B
💳 Fintech
💰 Private Equity Round on 2022-01
February 13
Warner Pacific Insurance Services is a full-service general agency that provides a range of insurance services to brokers and businesses. They assist clients with quoting, underwriting, and enrollment, while also offering technology solutions and compliance resources. With strong relationships with various insurance carriers, they aim to match clients with suitable plans and support their business growth through personalized service and tools.
General Agency • Healthcare Insurance • Ancillary • Life Insurance • Small Business
201 - 500 employees
Founded 1984
⚕️ Healthcare Insurance
🤝 B2B
💳 Fintech
💰 Private Equity Round on 2022-01
• REMOTE POSITION, MUST BE AVAILABLE TO WORK 8AM-5PM PST HOURS • 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 • 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
• 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
• Merit increases • Paid holidays • Paid Time Off • Medical • Dental • Vision • Short- and long-term disability benefits • 401(k) + match • Life insurance
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