Online Banking Manager jobs in Ventura, CA

The Specialty Sales Auditor/Online Enrollment Auditor, working closely with Brokers, Specialty Sales Associates - OES, Case Advocates, and Customer Service, under general supervision, is responsible to assure the quality of all online enrollment setups for both ProApply and Ease and/or census data entered pre and post enrollment. This includes applying carrier underwriting principles, internal procedures and technical requirements to the audits prior to the enrollment and underwriting process as well as post enrollment. The Auditor examines the quality of work entered, tracks the audit results for the employees, and then discusses the results with management and the individuals(s) who reviewed the online setup or entered the data.

Overview of Responsibilities

• Able to review all group online enrollment setups, prior to releasing for enrollment to brokers, to ensure there are no enrollment errors that will occur, requirement requests from the carrier are minimal and the approval process TAT is reduced
• Have a complete understanding of both ProApply and Ease technical requirements and any applicable carrier guidelines related to the review and census data entry for online enrollment setups
• Provide individuals with a list of missing items, if any, and document the scores on an audit spreadsheet.
• For pre-enrollment group review, review 100% of all online enrollment setups on a monthly basis.
• Prepare detailed reports on audit findings by individual, Carrier, Broker, etc.
• Examine audit results, determining whether the individual understands the technical objectives of his/her job, and report them to the Manager.
• Review case specific carrier audit results for accuracy and report any discrepancies.
• Identify trends and training opportunities for the individual or the department as a whole.
• Have the ability to communicate both verbally and in writing the audit results in a group setting and/or to any level of management upon request.
• Assist in training, auditing and feedback of new hires.
• Actively participate in the testing of new systems, development of new projects, etc. with the ability to provide constructive criticism/feedback.
• Maintain current knowledge of carrier guidelines, forms/applications, census templates, and completion deadlines.
• Provide back up in other areas within the department/company as needed/requested.
• Respond to e-mails and phone messages within 4 hours at a maximum.
• Other activities as assigned.

Expected Leadership Qualities

• Treat all employees and customers fairly and with respect and communicate with other employees consistently in a dignified, positive fashion in order to encourage and achieve maximum performance results while earning respect and admiration of co-workers.
• Lead by example and regularly review, understand, and comply with all policies and procedures, including those regarding punctuality, attendance, harassment and discrimination prevention.
• Embrace change with a positive attitude and to motivate others in the department to do the same.
• Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
• Continually evaluate work environment identifying areas where assistance is required and opportunities for process improvement exist.
• Maintain and foster positive, open communication channels with all affiliated internal service areas (including Sales Executives), Brokers and Carriers.
• Assist internal and external coworkers in skill/knowledge development.
• Complete assignments as assigned and on time, unless otherwise agreed.
• Independently seek out additional work from current or other departments as time permits.
• Positively participate in other projects/activities as assigned.

Additional Skills and Requirements

• Minimum of a High School Diploma; advanced education or degree preferred.
• For group online enrollment auditing, prior experience as a Specialty Sales Associate I - OES, minimum 1 year, or any combination of education and/or experience that would provide an equivalent background in terms of Ease and ProApply online enrollment knowledge and experience is desired.
• Excellent written and oral communication and interpersonal skills.
• Ability to understand and demonstrate the use of computer system, computer programs and office equipment as necessary, including ability to type a minimum of 30-35 wpm and proficiency in the use of a 10 key.
• Ability to work a minimum of 8 hours per day, Monday through Friday, generally with shift start times between 8:00-8:30 a.m., as determined by senior management.
• Ability to work overtime, holidays and weekends as requested by senior management.
• May require occasional in/out of state multi day travel to include training of brokers, agencies, enrollment meeting participation, etc.
• Act as a resource for internal and external customers as needed.
• High level planning, organizing and time management skills.
• Analytical skills leading to alternative coverage option considerations, with the same or other carriers.
• High level negotiation skills.
• Results oriented.
• Demonstrated ability to analyze and resolve mathematical discrepancies.
• Demonstrated ability to remain calm in pressure situations.
• Demonstrated ability to multi-task.

** This position requires the ability to work additional hours beyond regular work schedules as necessary during our peak season to meet commitments to our customers and business needs (including holidays, weekends, etc.).

Compensation

• Hourly Range*: $23.44 - $31.25 per hour
• Actual compensation may vary from posting based on work experience, education and/or skill level.
• The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
• We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) match, and life insurance.