[Hiring] Appointments Specialist @Beam Benefits

Role Description

As an Appointments Specialist, you will be responsible for appointing brokers and brokerages both new and existing who are properly licensed so they can represent Beam to their clients. You will be responsible for doing this process accurately and efficiently all while exceeding our customer support expectations. Additionally, you will be responsible for completing high volumes of appointments accurately and timely, exceeding all SLAs (Service Level Agreements).

Qualifications

• 1-2 years of experience in operations, compliance or employee benefits
• History of exceeding individual and team goals and metrics
• Proficiency with Salesforce and DocuSign, or comparable software
• Knowledge of Zendesk, Confluence and/or other ticketing or knowledge-base tools
• Proven ability to complete responsibilities with the drive to lead the creation of processes and their improvements
• Exercise an ability to learn new technology and leverage its benefits to quickly complete a process
• Excellent analytical and organizational skills and the ability to balance many competing priorities at once
• Highly motivated, driven to troubleshoot and problem solve
• Ability to thrive in a fast-paced, dynamic (read: sometimes chaotic) environment

Requirements

• You are a subject matter expert on Beam's appointment processes, carrier and compliance rules and deadlines, document and contract evaluations, and all system tracking best practices
• Partner with the Appointments leaders to align expectations and projections that prepares you to execute volume
• Provide additional support to the general Appointment inboxes by routing, troubleshooting or escalating requests through the appropriate channel
• Own continuous pipeline of contracting packets from introduction to completion through integrated software, email or phone when needed
• Complete contracting responsibilities with the drive to assist with process improvement projects
• Effectively communicate with external stakeholders and support them through the Appointment process
• Perform other duties/projects as assigned