Appointments Specialist

About Beam Benefits

Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. The first product was the Beam Brush, which was one of the earliest examples of the Internet of Things in healthcare. 

Today, Beam Benefits is available in 40+ states and has expanded beyond dental. Beam is now simplifying and modernizing a robust suite of ancillary employee benefits through an intuitive digital platform, self-service tools, AI-powered pricing, and support from Beam’s helpful representatives. This winning combination allows us to deliver a simple, smart, and wellness-focused experience for brokers, employers, and members.

The Role:

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). 

What You Will Bring: 

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.

What You Will Do:

• 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.
• Partner with the Appointments leaders to align expectations and projections that prepares you to execute volume.
• Provide additional support to the general Appointment inboxes by routing, troubleshooting or escalating requests through the appropriate channel. 
• Own continuous pipeline of contracting packets from introduction to completion through integrated software, email or phone when needed. 
• Complete contracting responsibilities with the drive to assist with process improvement projects.
• Effectively communicate with external stakeholders and support them through the Appointment process.
• Perform other duties/projects as assigned

What Skills Will Help You Be Successful:

• 1-2 years of experience in operations, compliance or employee benefits

• History of exceeding individual and team goals and metrics.
• Proficiency with Salesforce and DocuSign, or comparable softwares.
• Knowledge of Zendesk, Confluence and/or other ticketing or knowledge-base tools.
• Proven ability to complete responsibilities with the drive to lead the creation of processes and their improvements
• Exercise an ability to learn new technology and leverage its benefits to quickly complete a process.
• Excellent analytical and organizational skills and the ability to balance many competing priorities at once.
• Highly motivated, driven to troubleshoot and problem solve.
• Ability to thrive in a fast-paced, dynamic (read: sometimes chaotic) environment.