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Broker Coordinator, Houston, Texas

AFLAC locationHouston, TX
45 positions

Web Mktg Technology Specialist

AFLAClocationOmaha, NE
45 positions
info linkReport a probelm Originally Posted : September 17, 2020 | Expires : October 17, 2020


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Job Location
Houston, TX, United States


Position Summary

The Company

Aflac Group Insurance


The Location

Houston, TX


The Division

Aflac / Broker Sales


The Opportunity

Broker Coordinator


Job Summary


Under general supervision, provides dedicated administrative support to assigned Broker Sales Professionals (BSPs) and their respective book of business; consistently represents the department as a liaison for any unresolved concerns between the Broker Sales office, internal departments, external contacts, and the BSPs, maintaining effective working relationships to ensure concerns are promptly and completely resolved within established guidelines; assists with onboarding new BSPs and fosters those relationships in order to adequately partner with and ensure their success


Principal Duties & Responsibilities


Facilitates different elements of broker enrollments and case development including, but not limited to, formulating/submitting product proposal requests for approval, ordering and delivering brochures, enrollment, and marketing materials through the web ordering process and working with assigned service areas to follow the workflow for enrollment collateral on behalf of the BSP where required


Compiles and keys information on account activity and pipeline data for all assigned brokers into the sales CRM system and ensures that information is current and accurate; gathers, organizes, and formats data or updates reports for management; completes documents and responses to inquiries, following standard procedures; identifies and suggests solutions to administrative problems; coordinates support from other departments and/or divisions to resolve problems or complete assignments


Performs data entry to update database and/or spreadsheet information; reviews and enters data for accuracy and completeness while maintaining established service/productivity levels and meeting service quality; completes relevant logs, forms, etc., and prepares all supporting documentation required to process each transaction; adhering to Aflac policies and procedures, processes expense reports, invoice payments, and purchase orders for budget purposes


Facilitates the planning of various BSP events, lunches, meetings, webinars, conference calls, etc.; manages/maintains broker maps, contact lists, and distribution lists; supports regional and strategic strategy meetings as needed, partnering with sales leadership to create agendas and finalize all materials to ensure a successful meeting; stays abreast of current product and service updates affecting assigned brokers


Maintains effective and accurate electronic or manual filing systems that provide a quick-reference database for transactions and other department activities; logs, stamps, copies, and prepares documents for imaging; maintains an up-to-date procedure manual that provides accurate step-by-step procedures to accomplish all assigned tasks


Education & Experience


Bachelors Degree in Business Administration or a related field and two years of related work experience or an equivalent combination of education and experience


Job Knowledge & Skills


General understanding of Aflac's policies/procedures for case setup and enrollment materials


General understanding of the Career Broker Sales model (career and broker side of the organization)


Excellent oral, written and interpersonal communications skills to effectively interact with internal and external customers


Excellent listening skills and organizational ability


Problem-solving and teamwork-facilitating skills


Core Organizational Competencies


Action Oriented, Customer Focus, Adaptability, Listening, Ethics and Values, Integrity and Trust


Functional Competencies


Approachability, Boss Relationships, Comfort Around Higher Management, Composure, Organizing, Written Communications, Time Management

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