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 .