Appointments Specialist

<meta><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">The Role:</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">As an Appointments Specialist, you will be responsible for appointing brokers and brokerages both new and existing who are properly licensed so they can represent Beam to their clients.  You will be responsible for doing this process accurately and efficiently all while exceeding our customer support expectations. Additionally, you will be responsible for completing high volumes of appointments accurately and timely, exceeding all SLAs (Service Level Agreements). </span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">What You Will Bring: </strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">You have a passion for completing highly repetitive tasks in a fast-paced environment while being accountable on smaller projects through completion. You have a proven ability to identify inefficiencies in a process to give suggestions on solutions through completion. You are self-motivated and driven to efficiently execute your assigned tasks while also providing a customer focused approach to your work. You bring an exceptional focus on your attention to detail and understand the importance of data integrity.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">What You Will Do:</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">You are a subject matter expert on Beam's appointment processes, carrier and compliance rules and deadlines, document and contract evaluations, and all system tracking best practices.</span></li><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Partner with the Appointments leaders to align expectations and projections that prepares you to execute volume.</span></li><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Provide additional support to the general Appointment inboxes by routing, troubleshooting or escalating requests through the appropriate channel. </span></li><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Own continuous pipeline of contracting packets from introduction to completion through integrated software, email or phone when needed. </span></li><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Complete contracting responsibilities with the drive to assist with process improvement projects.</span></li><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Effectively communicate with external stakeholders and support them through the Appointment process.</span></li><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Perform other duties/projects as assigned</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">What Skills Will Help You Be Successful:</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">1-2 years of experience in operations, compliance or employee benefits</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">History of exceeding individual and team goals and metrics.</span></li><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Proficiency with Salesforce and DocuSign, or comparable softwares.</span></li><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Knowledge of Zendesk, Confluence and/or other ticketing or knowledge-base tools.</span></li><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Proven ability to complete responsibilities with the drive to lead the creation of processes and their improvements</span></li><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Exercise an ability to learn new technology and leverage its benefits to quickly complete a process.</span></li><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Excellent analytical and organizational skills and the ability to balance many competing priorities at once.</span></li><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Highly motivated, driven to troubleshoot and problem solve.</span></li><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Ability to thrive in a fast-paced, dynamic (read: sometimes chaotic) environment.</span></li></ul>