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 Reid 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 .
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