Ancillary Liaison

Amwins Group - Scottsdale, AZ

Full-time - Mid Level

Remote - Scottsdale, AZ

Insurance Carriers and Related Activities

About the position

The Ancillary Liaison at Amwins Group, Inc. plays a crucial role in managing and improving internal processes related to Ancillary sold forms and quality reviews. This position involves collaboration with leadership to ensure accuracy and efficiency in documentation and reporting, while also providing training and support to team members. The role is designed for individuals who are proactive, detail-oriented, and possess strong organizational skills, contributing to the overall success of the organization.

Responsibilities

• Act as the Department's primary Ancillary subject matter expert on sold forms.
• 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 by monitoring the Ancillary Quality Review Inbox to effectively manage volume to meet target turnaround times.
• Manage the Ancillary Sold Form Tracker including updates, changes, and controls.
• Track and report Ancillary Sold Form trends for completeness, accuracy, and timeliness at a department and individual level.
• Manage the Business In Force (BIF) tool and related processes, including maintaining the BIF report and monitoring outstanding Ancillary Sold Forms.
• Create and maintain reporting tools for the field and Ancillary Account Management teams to monitor the status of cases on the BIF.
• Maintain Ancillary Sold Form Processing Grid and communicate revisions to Ancillary Account Management.
• Perform audits and manage reporting and quality controls related to Ancillary processes.
• Engage in proactive dialogue with team members to identify best practices and opportunities for process improvements.

Requirements

• 3+ years of project management, process improvement, and/or quality experience strongly preferred.
• 3+ years in group benefit insurance preferred.
• Bachelor's degree or equivalent work experience preferred.
• Proficient in Microsoft Office programs (Word, Excel, Outlook, Teams, etc.).
• Strong attention to detail and problem-solving skills required.

Nice-to-haves

• Experience in a collaborative, education-focused work environment.
• Ability to adjust to changing priorities in a fast-paced environment.
• Proven ability to effectively manage time, prioritize workload, and meet deadlines.

Benefits

• Paid holidays
• Paid time off
• Work from home flexibility
• Comprehensive benefits package from day one
• Annual Bonus Program after one year of employment