Broker Relations Liaison

Large healthcare company in the mid-atlantic is in immendiate need of a Broker Relations Liason. Candidates welcome to apply! 


Responsible for communication and support of Broker Sales Staff, Broker-distribution, Direct Brokers and qualified General and Full Service Producers. The position will, primarily, serve as a coordinator for all Block Transfers, Broker of Record Transfers, Broker/Agent Agreement reviews, and Contracting and Compliance regulations within the established guidelines for both DC & MD locations. Position will also support the unit¿s work related to the processing of paperwork to ensure agent licensing and appointment information is updated accurately for all Group and IMD business. 

PRINCIPAL ACCOUNTABILITIES - may include, but are not limited to, the following:

% Duties and Responsibilities

1. 55% Analyze documentation submitted by Broker, FSP, GP or Direct Broker to determine appropriate course of action. Focus on timely and accurate processing of all Broker of Record (BOR), Block Transfers and Broker/Agent Agreements for Group and IMD business. Analyze each Broker/Agent¿s block of business to determine and identify all groups associated with the broker/agent. Coordinate with Benefitfocus team in regards to 51-199 group business and other matters pertaining to electronic enrollment. Provides professional, accurate and timely responses to requests and or inquires from internal and external customers. Prepares and maintains unit worksheets to track and trend Transfers as required by unit supervisor. Responsibility includes data entry into various databases to assure accuracy and internal unit tracking of all such Transfer work and broker/agent agreement data. Independent analysis and critical thinking required in order to understand department financial repercussions if accuracy has not been attained. Prepares written correspondence for customers for all Transfers and maintain adherence to unit SOP


Preferred minimum of 3 years combined experience in client and broker communication & interaction. Possess techniques to achieve exemplary customer service, good time management and training skills, and keen decision-making. Experience in utilizing and applying mainframe systems data, underwriting guidelines, jurisdiction/State-mandated legislation and regulations related to Small Group and Broker-related health care marketing and sales. A minimum of 2-3 years of customer service environment experience is required and experience in health insurance/managed care industry is preferred.

A Bachelor's degree is highly preferred, while professional experience will also be taken into consideration. 

Skills and Abilities:
Strong inter-personal skills

 Strong organizational and time management skills; ability to interact effectively with people at different organizational levels both internally and externally
 Strong analytical and problem solving skills; ability to work in a fast-paced environment.
 Strong written and oral communication skills
 Ability to work and make decisions independently and in a team environment

Technical Skills: 
 General-user knowledge of Carefirst, Inc. mainframe systems and others as corporate growth requires.
 Intermediate skills with Carefirst, Inc. supported PC-based software applications.
 General knowledge of Carefirst, Inc. products and others as corporate growth requires.
 General knowledge of agent appointments, licensing and other related health insurance laws and regulations. 

Equal Opportunity Employer 

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Reference number US_EN_99_027071_1253566