About the role
Requirements Description and Requirements General Description: Responsible for coordination of day-to-day customer service and supporting internal 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
- Mentor internal staff on products and processes. Assist with onboarding of new team members.
- Assist with quoting renewal alternatives and new business.
- Provide internal staff with follow-up communication. Includes approvals for Brokers on plan changes and open enrollment issues.
- Provide renewals to appropriate Brokers.
- Enter data into commission database.
- Respond to carriers, 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.
- Assist with training Brokers.
- Communicate regularly with management and team members on all aspects of administration.
- Coordinate with internal team to ensure service and turn-around times meet Emerson Rogers standards.
- Develop and maintain strong working relationships with carriers and internal staff.
Knowledge, Skills And Abilities
- 3+ years of employee benefits experience. Prior experience in a group benefits environment preferred.
- High School Diploma or GED degree required. Bachelor’s degree a plus.
- 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 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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