Warner Pacific Insurance Services · 5 hours ago
Enrollment Specialist-Orange County, CA
Westlake Village, CA
Full-time
Hybrid
Entry Level
$21.64/hr - $28.85/hr
2+ years expWarner Pacific Insurance is seeking an Enrollment Specialist I to perform enrollment meetings on behalf of the company and its brokers. The role involves facilitating in-person, virtual, and recorded enrollment meetings and requires a working knowledge of medical and ancillary carriers and plans.
Financial ServicesHealth CareInsuranceMedical
Responsibilities
Successfully complete the required basic training
Able to perform all job functions with assistance from co-workers, specialists and managers; including but not limited to the following:
Conduct timely arrival and planning of enrollment meetings in person, recorded and via zoom. Observations may be conducted to ensure level of execution
Communicate directly with Sales Consultants and Pre-Sales Support Specialist in order to prepare for enrollment meetings. Provide summary of status of meeting once complete
Collect required information for enrollment meeting preparation from Sales Consultants or broker for enrollment meetings and PowerPoint creations with oversight
Exceptional presentation skills
Demonstrate understanding of market factors, carriers, plans, and benefits for the carriers in California
Learning Alternative Funding products in CA in order to fully explain the products at enrollment meetings
Demonstrate ability to navigate and properly use the Company’s website and tools
Generate PROvider Finder and PRORx searches as requested
Proficiency in Zoom and other presentation platforms as needed
Observe and have awareness of the PowerPoint creation process
Participate in team collaboration to help identify enhancements for broker and client open enrollment experiences (includes pre-enrollment communication and presentation)
Learning internal workflow
Learning and observing the role of Pre-Sales team members
Provide back up or complete other activities as assigned in other areas within the department/company as needed/requested
Qualification
Required
Must reside in Southern CA, preferably in either the Los Angeles or in the Orange County area, with the flexibility to travel to Northern CA if needed
Ability to speak, read and write in Spanish
Minimum of a High School Diploma; advanced education or degree preferred
2-3 years of health care/medical sales/service experience, preferred
Valid California life/health insurance license
Excellent written and oral communication and interpersonal skills
Computer literacy with proficiency in the Microsoft Office suite
Ability to attend interoffice meetings
Ability to flex and problem solve in fluid situations
Exceptional interpersonal skills- ability to foster open communication channels with internal and external customers
Demonstrate ability to multi-task effectively
Attention to detail a must
Quick learner of key information
Ability to take direction from multiple stakeholders
Collaborative work style
Ability to work overtime, holidays and weekends as requested by management
Must be able to travel 50-70% of time
May require in/out of state multi-day travel
High level planning, organizing and time management skills
Ability to maintain a pleasant, cordial, and professional demeanor with coworkers and brokers; especially when dealing with a heated situation
Ability to sit for long periods of time, lift a minimum of 5 pounds, file, stand, bend, reach, pull
Must have the ability to work responsibly and independently from home
Preferred
2-3 years of health care/medical sales/service experience, preferred
Advanced education or degree preferred
Company
Warner Pacific Insurance Services
Warner Pacific was founded as a family business over 40 years ago and has since expanded to serve brokers all across our nation.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2022-01-13Private Equity
Leadership Team
David Nelson
CEO
John Nelson
Co-CEO
Recent News
2025-04-04
Company data provided by crunchbase