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General Description: Provide administrative support to Team Leaders and service team. Ensure new business, renewals, and broker of record letters meet the requirements of the writing carrier. Act as a liaison between the insurance carrier and internal staff.
Responsibilities:
• Provide day-to-day customer service. Respond to carriers, internal staff, and/or broker questions. Assist with claims and billing problems.
• Review, compile, and prepare group information for large group RFP’s.
• Follow up with carriers on requests for quotes.
• Provide internal staff with follow-up communication and approvals for Brokers on plan changes and open enrollment issues.
• Prepare and amend large group spreadsheets as assigned.
• Work with insurance carriers to process and follow-up on various items. Includes enrollment, proposals, broker matters, new business, and product information.
• Help maintain BOR letters. Includes following up with Broker and/or carrier and assisting with plan design and rate information.
• Provide renewals to appropriate brokers.
• Enter data into commission database.
• Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
• Coordinate with team members to ensure service and turn-around times meet Emerson Rogers standards.
• Develop and maintain strong working relationships with carriers and internal staff.
Knowledge, Skills and Abilities:
• Entry level position. 1 year + employee benefits experience preferred.
• High School Diploma or GED degree required. Bachelor’s degree a plus.
• Familiar with benefit plans a plus. Eager to learn new concepts and further professional development.
• Detail oriented and prioritizes accuracy.
• Ability to set priorities and manage deadlines.
• Ability to work independently and in a fast-paced, team environment.
• Strong verbal and written communication skills.
• Working knowledge of Microsoft Office Excel. Includes experience with data entry, formatting, and formulas.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .
