ORSA InstructorFacilitator

Responsible for the daily management of Globe Life Group Benefits licensing and appointments process. Process, manage, and maintain workflow for all appointments between our team, our producers, Globe Life, and our TPAs. This position can be remote, hybrid or onsite.

• Responsible for all Globe Life Group Benefits producer licensing and appointments.
• This position requires working collaboratively with our Sales Team, Key Accounts, Operations, Third Party Administrators, and Globe Life Appointments.
• Manage relationships to assure compliance, processing, service and reporting standards/requirements are producer licensing and appointments.
• Collaborate with TPAs, Sales Team (including Sales Directors, Key Accounts and Sales Support Teams) and Vendor Partners to insure successful on-boarding of all producers.
• Maintain group mailbox and process within Salesforce to monitor, tracking, and record all appointment processes.
• Communicate with all internal stakeholders as well as key distribution partners regarding appointments and commission related questions.
• Schedule and lead regular review meetings with Globe Appointments team as well as key TPA resource teams.
• Work with management to develop and implement plans to continually improve the partner experience with appointments and business processing.
• Support complex case installation and collaborate with assigned internal and external stakeholders on complex issue analysis and resolution.
• Contribute to an internal environment of teamwork and promote a positive brand image to our external customers.
• Comply with procedures, policies, and regulations relevant to your role. Undertake relevant training on policies and procedures as delivered by your line manager, the Talent Management development or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.
• Comply with specific responsibilities necessary for your role as outlined by your manager, the Talent Management or quality assurance teams (compliance, risk, internal audit) and ensure you keep up to date with development in these areas.

Required Skills

• Strong interpersonal and communication skills, both oral and written
• Must be able to see the big picture while having an exceptionally detail-oriented focus.
• Strong task and time management skills.
• Demonstrates Initiative by proactively identifying what needs to be done.
• Flexible – able to effectively handle last minute changes and requests and adapt to fast pace environment with tight deadlines.
• Highly proficient in: MS Word, Excel, PowerPoint, Adobe
• Understanding of Third Party Administrators (TPAs) and group benefits administration.
• Knowledge of supplemental health and voluntary benefit programs.

Required Experience

• Bachelor’s degree or an equivalent combination of education and experience.
• A minimum of three to five years of experience in group insurance with experience processing appointments and working with producers strongly preferred.
• Experience working within a Salesforce environment strongly preferred.

Qualifications:

• Strong interpersonal and communication skills, both oral and written
• Must be able to see the big picture while having an exceptionally detail-oriented focus.
• Strong task and time management skills.
• Demonstrates Initiative by proactively identifying what needs to be done.
• Flexible – able to effectively handle last minute changes and requests and adapt to fast pace environment with tight deadlines.
• Highly proficient in: MS Word, Excel, PowerPoint, Adobe
• Understanding of Third Party Administrators (TPAs) and group benefits administration.
• Knowledge of supplemental health and voluntary benefit programs.