Processing Coordinator - IB P&T

General Description: Serve a key role with the administration of new business accounts. Provide day-to-day administrative and technical support to operations leaders. Responsible for development of best practices and client utilization reporting of the program. Includes current client activity, newly on-boarded clients, and future utilization to support new business of union and employer business plans.

Responsibilities:

• Generate multiple Broker reports on a daily basis.
• Work closely with management to facilitate the set-up of new accounts in applicable systems.
• Ensure all renewals are processed timely and within the carrier's current guidelines.
• Process all SharePoint requests within 24 to 48 hours of receiving the request.
• Generate system reporting and conduct weekly audits to ensure the system is accurate.
• Work with the Operations Manager and account managers to monitor the progress of projects and processes.
• Work closely with IT to ensure systems are properly programmed and operating effectively.
• Process inbound applications, including checking eligibility and reviewing underwriting requirements. Ensure accuracy prior to transmitting to the corresponding carrier.
• Complete new client set up and confirm the operating system is calculating the rate appropriately.
• Communicate with carriers daily. Update operating system and account executive/sales producer of pending items.
• Update the operating system with the final underwriting decision. Issue the applicable certificate package or decline notification.
• Update the New Business Tracker daily to provide management with the status of the pending/issuance process.
• Process and issue duplicate policy certificate requests.
• Process incoming Regulation 60 (Replacements) when indicated on the application.
• Demonstrate thorough knowledge of all assigned clients. Includes key contacts within a company or association, product lines, and processing procedures.
• Maintain strong relationships with carriers.
• Advise management of escalated system issues affecting retention and service levels.
• Attend educational seminars as necessary.
• Participate in training new employees as assigned.

Knowledge, Skills and Abilities:

• 2 years + of insurance experience.
• High school diploma or equivalent required.
• Comfortable with internet-based programs and Microsoft Office products.
• Analytical ability with high attention to detail and accuracy.
• Strong verbal, written, and interpersonal communication skills.
• Strong organizational, multi-tasking, and prioritizing skills.
• Ability to work in a team environment and across all organizational levels.
• Ability to be flexible and adaptable to changing priorities and deadlines.
• Ability to follow policies, procedures, and regulations.

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*.*

Salary Range: $45,000 - $50,000 (depends on experience)