Analysis Skills, Brokerage, Compensation and Benefits, Data Entry, Data Formats, Detail Oriented, Employee Benefits, Establish Priorities, File Maintenance, High School Diploma, Insurance, Microsoft Excel, Microsoft Office, Pricing, Problem Solving Skills, Request for Proposals (RFP), Sales Support, Spreadsheets, Time Management, Underwriting
General Description:
The Benefit Administrator I is responsible for preparing accurate and timely insurance quotes to support brokers and sales teams. This role works closely with carriers, underwriters, and internal partners to ensure competitive pricing, guidelines, and a smooth quoting process from request through delivery.
Responsibilities:
- Review, analyze, and prepare information for small and large group RFP's across multiple states.
- Process carrier quotes through carrier systems, Rating HUB, or direct submission to carriers.
- Maintain a strong working knowledge of state-specific and carrier-specific quoting requirements.
- Create and manage portals for IMQ collection; monitor completion status and communicate updates to the broker or AE.
- Review carrier proposals for accuracy and completeness.
- Track quote status and follow up with carriers to meet deadlines and service-level expectations
- Organize and present quotes in a clear, professional format for the broker or AE.
- Provide regular status updates to broker or internal staff on quotes, underwriting progress, and outstanding requirements.
- Create and maintain accurate census spreadsheets in carrier-required formats.
- Update the client database on an ongoing basis and create/maintain case files containing critical client information in accordance with established workflows.
- Coordinate with team members 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:- Entry level position. 1 year of 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.
- Working knowledge of Microsoft Office Excel. Includes experience with data entry, formatting, and formulas.
Key Skills & Competencies- Accuracy and attention to detail
- Time management and prioritization
- Analytical and problem-solving skills
- Professional communication with internal and external partners
- Ability to adapt to changing carrier requirements and timelines
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.U
USI Holdings Corporation