Responsibilities
- Work with VIP brokers determined by the value of business and level of difficulty. Includes frequent contact and meetings with brokers.
- Resolve day-to-day service issues for brokers and vendors. Assist with claims and billing problems.
- Respond to carrier and / or broker specific questions. Ensure new business, renewals, and broker of record letters meet the requirements of the writing carrier.
- Process plan changes submitted by Account Executives, Broker Consultants, and Brokers. Includes policy changes, endorsements, and other requests.
- Provide follow-upmunication and approvals on plan changes and open enrollment issues.
- Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
- Identify cross-selling opportunities for other lines of coverage.
- Enter data intomission 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 brokers, vendors, and internal staff.
- Stay current with insurance regulations, carrier plan options, underwriting rules and other value add programs offered by Emerson Reid.
Knowledge, Skills and Abilities :
- 1 year + experience working in a group health insurance setting preferred.
- Bachelor's degree preferred.
- Must hold Life & Health insurance license, or ability to obtain within three months from date of hire.
- Familiarity with products, services,petitive offerings, market needs, industry trends, and claims procedures.
- Basic understanding of alternate funding arrangements. Includes full and partially insured, minimum premium, and self-insured.
- Ability to creatively and proactively problem-solve.
- Strong organizational skills. Ability to set priorities and manage deadlines.
- Strong verbal, written, and interpersonalmunication skills. Includes ability to maintain relationships with brokers and carriers.
- Ability to work independently and in a busy, team environment.
- Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.
USI ismitted to providing a full-suite ofpetitive 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.
Job ID : 28418 Job ID 28418
28418 Job ID 28418
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