Broker Clerical II

PPLSI; Ada (OK); On-site; USD 35,000 - 48,000; Full time

Job summary

PPLSI is seeking a Broker Clerical II to perform advanced administrative and operational tasks supporting broker services and employee benefits operations.

The role handles broker agreements, commissions, revenue reports, and direct deposits while ensuring accuracy and confidentiality.

Qualifications

• High school diploma or GED or equivalent preferred.
• Progressively responsible clerical or broker support experience preferred.
• Proficient in Microsoft Word, Excel and PowerPoint.
• Strong typing and 10-key skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities with accuracy and confidentiality.

Responsibilities

• Receive inbound calls and emails; perform outbound communications with associates, licensed agents, brokers, and internal partners.
• Research and resolve escalated questions related to broker servicing, commissions and admin processes.
• Process broker agreements, commission adjustments, and broker of record changes.
• Prepare and distribute commission revenue and monthly operational reports.
• Support leadership with escalated calls and account research; improve departmental processes.

Skills

Typing

10-key

Communication

Time management

Organizational skills

Attention to detail

Education

High school diploma / GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Job Summary

Under moderate supervision,the BrokerClerical II performs advanced administrative and operational functions that support the organization's broker services and employee benefits operations. This positionis responsible forprocessing broker and licensed agent agreements, commission adjustments, broker of record changes, acquisitions, revenue reporting, direct deposit setup, monthly reporting, and other specialized administrative functions.

The Broker Clerical II independently manages complex work assignments whilemaintaininga high levelof accuracy, organization, and confidentiality. This role serves as an operational resource for the department byassistingwith escalated issues, supporting leadership initiatives,identifyingprocess improvement opportunities, andprovidingday-to-day guidance to team members.

The Broker Clerical IIdemonstratesstrong communication, critical thinking, and time management skills while exercising sound judgment andmaintainingautonomy in daily responsibilities

Responsibilities

Performance Outcomes

Communication and Customer Support

• Receive inbound calls and emails while completing outbound calls and emails with associates, licensed agents, brokers, and internal business partners.
• Research and resolve escalated questions related to broker servicing, commissions, and administrative processes.
• Execute Acquisition Requests received from Broker Relationship Managers and Directors.
• Maintain professional relationships while providing exceptional customer service.

Administrative and Operational Responsibilities

• Review and process Licensed Agent, Regional Broker, and National Broker Agreement setups.
• Prepare and distribute Commission Revenue Reports.
• Research and process Commission Adjustments and Commission Rebuilds.
• Process Broker of Record changes.
• Complete monthly operational and production reports.
• Process direct deposit setup and other broker administrative transactions.
• Identifydiscrepancies and resolve issues to ensure data accuracy.
• Perform account research, follow-up, and other administrative responsibilities.
• Complete special projects and other duties assigned by leadership.

Team Support

• Serve as a knowledgeable resource for Broker Clerical team members by providing operational guidance andassistancewith daily workflows.
• Assistwith escalated calls, emails, and complex account research.
• Partner with leadership to resolve operational issues and improve departmental processes.
• Assistwith production reporting and operational tracking.
• Support departmental workflow and business continuity as operational needs require.

Education, Knowledge, and Experience

• High school diploma, GED, or equivalent preferred.
• Successful performance as a Broker Clerical I or equivalent experience performing progressively responsible clerical, administrative, or broker support functions.
• Experience processing broker agreements, commissions, or similar administrative functions preferred.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• Strong typing and10-keyskills.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and critical thinking abilities.
• Ability to manage multiple priorities whilemaintaininga high degree of accuracy and confidentiality.
• Ability to exercise sound judgment and work independently with minimal supervision.
• Positive, professional attitude with the ability to collaborate effectively across departments.
• Ability to adapt quickly in a fast-paced environment whilemaintainingattention to detail.

FLSA Status

Non- Exempt

Physical Requirements/ Work Environment

The work environment characteristics and physical demands described here are representative of these anemployee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Theduties ofthis position are performedin a professional office environment.Employeeroutinely usesstandard office equipment such as computers, phones, photocopiers,andfiling cabinets. While performing the duties of this job, the employeeis regularly required touse hands and fingers to handle, feel, oroperateobjects,tools,or controls, and reach with hands and arms. The employee isfrequentlyrequired to sit, stand,talkand hear.Employeecan work at the computer or other sedentary tasks for extended periods.Employeecan conduct duties discreetly and impartially.Employee hasregular and predictable attendance and punctuality with the ability to work on critical business days asdeemednecessary, including some evenings and weekendsto ensure all business is processed.Travel is notrequiredfor this position.

Additional Information

Location: Ada

Department: 9340 Business Solutions Sales Operations

Time Type: Full time

Commitment to Equal Opportunity

PPLSI conforms to all the laws, statutes, and regulations concerning equal employment opportunities. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, status as a protected veteran, and basis of disability or any other federal, state or local protected class. We prohibit retaliation against individuals who bring forth any concerns, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any concerns or otherwise oppose discrimination.

If you require a reasonable accommodation to complete the application process, please contact Human Resources at: [e-mail].