Advisor & DPC Success Specialist

Planstin; Saint George (UT); Vor Ort; USD 47.000 - 68.000; Vollzeit

Benefits dieser Stelle

12 paid holidays

3 weeks PTO

Health, dental, vision insurance

401k with 4% match

Free snacks and onsite meals

Free Primestin Care Clinic membership

Zusammenfassung

Planstin is seeking an Advisor & DPC Success Specialist to provide day-to-day support for our advisor and DPC partner network. You’ll help with onboarding, communications, reporting, member transitions, and inquiries, collaborating with the Success Supervisor and internal teams to ensure advisors have the resources they need.

The ideal candidate is highly organized, detail-oriented, responsive, and comfortable juggling multiple priorities in a fast-paced environment, with proficiency in

Qualifikationen

• Experience in customer service or administrative roles is required.
• Strong attention to detail and organization is essential.
• Ability to manage multiple priorities and work independently.
• Proficiency with Microsoft Office (Teams, Outlook, Excel) and CRM systems.

Aufgaben

• Support advisor onboarding and contract setup across systems.
• Maintain advisor relationships through regular communications.
• Distribute advisor updates and keep training materials current.
• Prepare recurring advisor and broker reports pulling data from Hint/Zoho.
• Assist with weekly advisor commissions and reconciliation.
• Review monthly DPC and Gold Care invoices; maintain records.
• Assist with member migrations and onboarding activities.
• Participate in onboarding, training sessions, and meetings.
• Maintain data quality in Hint, Zoho and other systems.
• Identify process improvements and support other teams.

Kenntnisse

Customer service

Administrative support

Account management

Operations

Team collaboration

Learning new systems

Microsoft Office

CRM familiarity

Attention to detail

Organizational skills

Communication skills

Problem-solving

Tools

Microsoft Office Suite

CRM systems

Zoho CRM

Hint

Jobbeschreibung

About the role

The Advisor & DPC Success Specialist provides day-to-day support to Planstin Individual’s advisor and DPC partner network. This role supports advisor onboarding, communications, reporting, member transitions, and advisor and DPC inquiries.

The Specialist works closely with the Advisor & DPC Success Supervisor and internal teams to ensure advisors and DPC partners have the information, resources, and support they need to effectively serve their clients. The ideal candidate is highly organized, detail-oriented, responsive, and comfortable managing multiple priorities in a fast-paced environment.

What you’ll do

Advisor Onboarding & Support

• Support advisor contracting and onboarding, including collecting documentation and setting up advisor accounts in Hint, Zoho, and other systems.
• Respond to advisor questions and provide timely support through phone, email, and other communication channels.
• Escalate complex questions, concerns, or issues to the Advisor & DPC Success Supervisor.

Advisor Relationship Management

• Develop positive relationships with advisors and DPC partners through regular communication and follow-up.
• Assist advisors with questions related to products, processes, enrollment, systems, and member support.

Advisor Communications & Resources

• Distribute advisor announcements, updates, resources, and other communications.
• Maintain advisor resources, training materials, and content within the Hub and other applicable platforms.

Reporting & Data Support

• Prepare recurring advisor and broker reports and pull enrollment and activity data from Hint, Zoho, and other systems.
• Assist with tracking advisor performance metrics, contest points, and incentive programs.
• Identify and communicate data discrepancies or unusual activity to the Supervisor.

Commission Support

• Assist with the weekly advisor commission process by pulling, organizing, and reviewing commission data.
• Assist with reconciling advisor accounts and identifying potential discrepancies.
• Prepare commission information for Supervisor review and respond to routine advisor questions.

DPC & Financial Administration

• Assist with reviewing and preparing monthly DPC and Gold Care invoices.
• Maintain accurate records related to DPC accounts, invoices, and outstanding balances.
• Assist with payment follow-up and communicate financial concerns to the Supervisor.

Member Transition Support

• Assist with individual member migrations from group plans, including contacting members and gathering required information.
• Set up member accounts and complete required onboarding activities.
• Coordinate with internal teams to resolve issues.

Training & Meetings

• Participate in advisor onboarding and training sessions.
• Assist with preparing training materials and educational resources.
• Participate in monthly advisor meetings, webinars, and other training events.

System & Data Management

• Maintain accurate advisor, DPC, and member information in Hint, Zoho, and other applicable systems.
• Perform routine data quality checks and follow procedures for maintaining confidential information.

Process Improvement & Team Support

• Follow established processes and identify opportunities to improve efficiency, accuracy, and the advisor/DPC experience.
• Communicate recurring issues and process improvement opportunities to the Supervisor.
• Assist with process or system changes and provide backup support to other teams, including Member Services, as needed.

Qualifications

• Previous experience in customer service, administrative support, account management, operations, or a similar role.
• Strong attention to detail, organization, communication, and problem-solving skills.
• Ability to manage multiple priorities, work independently, and collaborate effectively with a team.
• Ability to learn new systems, processes, and products quickly.
• Proficiency with Microsoft Office, including Teams, Outlook, and Excel.
• Experience with CRM, enrollment, benefits, healthcare, or similar systems is preferred.

Planstin’s Employee Benefits:

• 12 paid holidays plus 3 weeks of paid time off to balance work and life.
• Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being.
• Free membership for you and your dependents to Primestin Care Clinic.
• Invest in your future with a 401k plan backed by a solid 4% match from us.
• Free snacks and regular lunches available onsite.