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.
$54k-$57k Phoenix AZ
$59K-62K San Jose, CA
Numbers & Facts
Location
Phoenix, AZ
Salary
$54,000–$57,000 Per Year
Skills
Administrative Skillsunmatched
Billingunmatched
Brokerageunmatched
Communication Skillsunmatched
Compensation and Benefitsunmatched
Customer Support/Serviceunmatched
Data Entryunmatched
Detail Orientedunmatched
Employee Benefitsunmatched
Establish Prioritiesunmatched
File Maintenanceunmatched
High School Diplomaunmatched
Insuranceunmatched
Mentoringunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Onboardingunmatched
Presentation/Verbal Skillsunmatched
Time Managementunmatched
Writing Skillsunmatched
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