Combined Insurance, a Chubb Company, is seeking an Enrollment Solutions Consultant to join our fast-paced, high energy, growing company.
We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals!
Job Summary
This position will support our internal sales organization and external National Account clients within our fast-growing Chubb Workplace Benefits and Combined Worksite Solutions divisions to ensure successful implementation of National Account clients’ complex, time sensitive, and high-profile enrollments.
The National Account Enrollment Solution Consultant will be responsible for leading the technical implementation around the third-party enrollment build process of Chubb’s voluntary benefit products.
This includes defining the enrollment file requirements, performing compliance reviews of the third-party platform to ensure it satisfies underwriting requirements, regulatory requirements and testing of the enrollment files.
The role also entails providing consultative services to internal and external stakeholders on external platforms’ capabilities to support enrollment of Chubb’s voluntary benefit products as well as internal licensed enrollment systems.
The position requires formulating creative solutions to support National Account clients’ enrollment needs.
A focus on delivering excellent service, maximizing operational efficiency, influencing key stakeholders, providing creative solutions, and offering strong project management are other key tenets of the role.
Responsibilities
- Analyze National Account customer requests for enrollment platform set-up, including but not limited to, suitability of billing type, plan design, and EDI benefit administration platform.
- Communicate required enrollment product information to National Accountcustomers and benefit administration vendors in a clear and timely manner.
Including, but not limited to, file specifications, testing process, SFTP requirements, and production instructions.
Monitor the National Account EDI file upload process, address any internal issues within the required procedural timeframe, report issues to National Account customer and benefit administration vendors.
Lead the process for resolution focusing on reducing impact to the National Account customer.
- Collaborate, communicate, and educate cross functionally with the home office departments, National Account clients, brokers, and external vendors to address enrollment test and production issues in a timely manner.
- Develop and maintain the National Accounts external enrollment vendor and enrollment firm relationships as assigned.
- Develop and maintain strong working relationships with our National Account broker and employer group partners
- Support new product releases and system expansion by taking on an Enrollment Services liaison role including defining data requirements and performing user-acceptance testing.
- Proactively monitor and analyze production National Account EDI files for quality, accuracy, adherence to eligibility / plan design (guaranteed issue amounts), and mapping issues.
- Maintain National Account EDI status tracking and management reporting.
- Serve as the primary point of contact to National Account customers and benefit administration vendors on all National Account EDI interactions.
- Serve as a subject matter expert and resource for internal operations for National Account EDI workflow, process, and procedures.
- Demonstrates strong leadership Assists in identifying opportunities within the National Account EDI process for service delivery, operational efficiencies, and effectiveness.
- Involvement in problem solving within team and other business partners to identify solutions to implement changes which improve accuracy, service delivery, operational efficiencies, and effectiveness.
- Proactively manage expectations of National Account broker and employer partners to address issues as they arise while concisely and effectively communicating status, issues, and timelines
- Provide training and mentoring to other National Account Enrollment Services associates to build team knowledge and bench strength as needed.
Competencies
Relationship-Builder Is helpful, respectful, approachable, team and service-oriented, building strong working relationships and a positive work environment;
maintains an exceptional client service mindset.
Problem Solving Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts.
Looks beyond the obvious to get at root causes. Develops insight into problems, issues, and situations.
Continuous Learning Demonstrates a desire and capacity to expand expertise develop new skills and grow professionally.
Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities.
Takes on challenging work assignments that lead to professional growth.
Initiative Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision.
Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference.
Adaptability Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things.
Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course.
Results Orientation Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations.
Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results.
Values Orientation Upholds and models Chubb values and always does the right thing for the company, colleagues, and customers.
Is direct, truthful, and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity.
Fosters high collaboration within own team and across the company; constantly acts and thinks One Chubb.
- Detail Oriented Has exceptional attention to detail and focus on accurate and timely delivery.
- Creativity Possess the ability to analyze a situation and develop an alternative method for handling a situation when traditional methods aren’t successful.
Skills
- Exceptional customer service, critical thinking, decision-making and problem-solving skills
- Excellent written and verbal communication skills
- Strong attention to detail and data analytical skills
- Must be self-motivated, organized and results oriented
- Ability to thrive in a fast-paced, challenging, and collaborative sales-driven environment
- Excellent interpersonal skills, ability to develop strong working relationships with other departments, clients, and external vendors
- Ability to display and use excellent discretion and judgment, and must be able to maintain confidential information
- Strong MS Office Suite knowledge, namely MS Excel required
Education and Experience
- Bachelor’s Degree in Business Administration or related field preferred
- 6-8 years insurance industry experience required
- Must have an in-depth knowledge of insurance administration practices, benefit administration and enrollment lifecycle
- Excellent project management experience with demonstrated end-to-end results