General Description :
Serve as Team Leader for benefits administrator team members. Responsible for coordination of day-to-day customer service and supporting the broker-Emerson Reid relationship.
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.
Participate in broker meetings.
Responsibilities :
- Assist with development of benefits administrator team members. Includes onboarding, mentoring, and providing feedback on performance.
- Assist with the development of team standards and processes.
- Participate and facilitate team trainings.
- Work with VIP brokers determined by value of business and level of difficulty.
- Assist with quoting renewal alternatives and new business.
- Process plan changes submitted by Account Executives, Broker Consultants, and Brokers.
- Provide internal staff with follow-up communication and approvals on plan changes and open enrollment issues.
- Provide renewals to appropriate brokers. Save renewal copies from carrier to ERC shared drive and forward renewals to appropriate Brokers.
- Enter data into commission database.
- Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
- Respond to carrier, internal staff, and / or broker questions. Assist with claims and billing problems.
- Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
- Coordinate with internal team to ensure quality and turn-around times meet Emerson Reid standards.
- Communicate regularly with management and other staff members regarding all aspects of administration to ensure service excellence.
- Develop and maintain strong working relationships with carriers, vendors, and internal staff.
Knowledge, Skills and Abilities :
- 5 years + employee benefits experience. Prior experience in a group benefits environment preferred.
- Bachelor’s degree preferred.
- Must hold Life & Health license, or ability to obtain within three months from date of hire.
- Knowledge of health and ancillary plans, carriers, and quoting abilities preferred.
- Strong attention to detail. Efficient and accurate administrative and data entry skills.
- 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 .