Ancillary Liaison
Ancillary Liaison
Posted on :
08-01-2025
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Job Description
Ancillary Liaison
HIGHLIGHTS
Location: Scottsdale AZ 85255
Position Type: Direct Hire
Hourly / Salary: Based on Experience
Residency Status: US Citizen or Green Card Holder ONLY
Our client is looking for an Ancillary Liaison to join their team!
The Ancillary Liaison is responsible for proactively managing Ancillary sold form completion and accuracy our Business In Force (BIF) tool and related processes. This will include managing Ancillary Account Management Quality Review processes analyzing and reporting trends individual and department performance metrics and leading the development and ongoing maintenance of related policies procedures and training with the goal of improving efficiency and quality.
Responsibilities:
Qualifications:
HIGHLIGHTS
Location: Scottsdale AZ 85255
Position Type: Direct Hire
Hourly / Salary: Based on Experience
Residency Status: US Citizen or Green Card Holder ONLY
Our client is looking for an Ancillary Liaison to join their team!
The Ancillary Liaison is responsible for proactively managing Ancillary sold form completion and accuracy our Business In Force (BIF) tool and related processes. This will include managing Ancillary Account Management Quality Review processes analyzing and reporting trends individual and department performance metrics and leading the development and ongoing maintenance of related policies procedures and training with the goal of improving efficiency and quality.
Responsibilities:
- Act as the Department’s primary Ancillary subject matter expert on sold forms:
- Ensure sold forms are completed accurately to facilitate prompt and hasslefree premium implementation and processing
- Facilitate Ancillary Sold Form training sessions and provide feedback to Leadership as needed
- Maintain the Ancillary Sold Form manual
- Collaborate with AM Leadership to support Ancillary Sold Form related tools policies procedures and process documentation to ensure accuracy and consistency.
- Manage the Quality Review Processes:
- Monitor the Ancillary Quality Review Inbox to effectively manage volume to meet target turnaround times
- Manage the Ancillary Sold Form Tracker including updates changes controls
- Track and report Ancillary Sold Form trends for completeness accuracy and timeliness at a department and individual level
- Manage Business In Force (BIF) tool and Ancillary related processes:
- Manage the process for maintaining the Business In Force (BIF) report including but not limited to applicable Ancillary updates and assignment of ID numbers in a timely manner
- Monitor the BIF report for outstanding Ancillary Sold Forms by renewal date and communicate with the applicable staff regarding status in an effort to meet all stated processing goals
- Create and maintain reporting tools for the field and Ancillary Account Management teams to monitor the status of cases on the BIF
- Manage the Ancillary Bulk Sold Form Update Process
- Maintain Ancillary Sold Form Processing Grid and communicate revisions to Ancillary Account Management
- Maintain Ancillary BIF Manual and Ancillary BIF training tools
- Perform audits and manage reporting and quality controls:
- Status of Late Ancillary New Biz Not BIF'd
- Progress of Ancillary Renewals Processed on BIF
- Consistency on BIF (i.e. naming conventions)
- Premium and Invoicing Drop Folders
- Process Improvement: Engage in proactive and regular dialogue with team members to identify best practices as well as opportunities for Ancillary process improvements and/or additional training to improve efficiency and enhance the quality of sold form Quality Review and BIF processes and tools.
- Teamwork and Organizational Skills: Strong teamwork organizational and multitasking skills.
- Analytical Thinking: Thoroughness analytical thinking and problemsolving skills.
- Communication: Effective written and verbal communication with internal and external parties.
- Adaptability: Ability to adjust to changing priorities in a fastpaced environment.
- Time Management: Proven ability to effectively manage time prioritize workload and meet deadlines.
- Positive Attitude: Ability to consistently assume positive intent and convey a positive attitude at work.
- Confidentiality: Ability to maintain strict confidentiality.
- Technical Proficiency: Proficient in Microsoft Office programs (Word Excel Outlook Teams etc.
Qualifications:
- Experience: 3 years of project management process improvement and/or quality experience strongly preferred
- Industry Expertise: 3 years in group benefit insurance preferred
- Education: Bachelors degree or equivalent work experience preferred
- Communication: Ability to effectively communicate both written and verbally with internal and external parties
- Skills: Strong attention to detail and problemsolving skills required
- Well versed on ancillary lines of coverage ie. Dental vision Life Disability Critical Illness Hospital Indemnity etc.
- Comfortable with Life/Disability is a plus
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Employment Type
Full Time
Key Skills
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