Broker Clerical II

Job Summary

Under moderate supervision,the Broker Clerical II performs advanced administrative and operational functions that support the organization's broker services and employee benefits operations. This position is responsible for processing broker and licensed agent agreements, commission adjustments, broker of record changes, acquisitions, revenue reporting, direct deposit setup, monthly reporting, and other specialized administrative functions.

The Broker Clerical II independently manages complex work assignments whilemaintaininga high levelof accuracy, organization, and confidentiality. This role serves as an operational resource for the department byassistingwith escalated issues, supporting leadership initiatives,identifying process improvement opportunities, andprovidingday-to-day guidance to team members.

The Broker Clerical IIdemonstratesstrong communication, critical thinking, and time management skills while exercising sound judgment andmaintainingautonomy in daily responsibilities

• Receive inbound calls and emails while completing outbound calls and emails with associates, licensed agents, brokers, and internal business partners.
• Research and resolve escalated questions related to broker servicing, commissions, and administrative processes.
• Execute Acquisition Requests received from Broker Relationship Managers and Directors.
• Maintain professional relationships while providing exceptional customer service.

• Review and process Licensed Agent, Regional Broker, and National Broker Agreement setups.
• Prepare and distribute Commission Revenue Reports.
• Research and process Commission Adjustments and Commission Rebuilds.
• Process Broker of Record changes.
• Complete monthly operational and production reports.
• Process direct deposit setup and other broker administrative transactions.
• Identify discrepancies and resolve issues to ensure data accuracy.
• Perform account research, follow-up, and other administrative responsibilities.
• Complete special projects and other duties assigned by leadership.

• Serve as a knowledgeable resource for Broker Clerical team members by providing operational guidance andassistancewith daily workflows.
• Assist with escalated calls, emails, and complex account research.
• Partner with leadership to resolve operational issues and improve departmental processes.
• Assist with production reporting and operational tracking.
• Support departmental workflow and business continuity as operational needs require.

• High school diploma, GED, or equivalent preferred.
• Successful performance as a Broker Clerical I or equivalent experience performing progressively responsible clerical, administrative, or broker support functions.
• Experience processing broker agreements, commissions, or similar administrative functions preferred.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• Strong typing and
  10-keyskills.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and critical thinking abilities.
• Ability to manage multiple priorities whilemaintaininga high degree of accuracy and confidentiality.
• Ability to exercise sound judgment and work independently with minimal supervision.
• Positive, professional attitude with the ability to collaborate effectively across departments.
• Ability to adapt quickly in a fast-paced environment whilemaintainingattention to detail.

Non
- Exempt

The work environment characteristics and physical demands described here are representative of these an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Theduties ofthis position are performed in a professional office environment.

Employee routinely uses standard office equipment such as computers, phones, photocopiers,andfiling cabinets. While performing the duties of this job, the employee is regularly required touse hands and fingers to handle, feel, oroperateobjects,tools,or controls, and reach with hands and arms. The employee isfrequentlyrequired to sit, stand,talkand hear.

Employee can work at the computer or other sedentary tasks for extended periods.

Employee can conduct duties discreetly and impartially.

Employee has regular and predictable attendance and punctuality with the ability to work on critical business days asdeemednecessary, including some evenings and weekends to ensure all business is processed.

Travel is notrequiredfor this position.

Location:

Ada

Department: 9340 Business Solutions Sales Operations

Time Type:
Full time

PPLSI conforms to all the laws, statutes, and regulations concerning equal employment opportunities. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job…