Job Description
Purpose of Position:
Manage and complete case implementation (pre- and post- underwriting) within same-day turnaround time. Maintain reports for Underwriters and Directors.
Essential Functions:
- Responsible for accurate and detailed data entry of information for group cases, including all employee and plan information
- Receive, log and distribute checks to Underwriters with care and urgency. Overnight physical checks to carrier partners, verifying address for accuracy once the underwriting process has been completed
- Submit New Business groups to carriers on behalf of the Underwriter, deliver Additional Carrier Requirements, if any, and audit Approvals for accuracy before delivering Approval to broker and sales
- Responsible for following up with carriers regarding rates, declines, and approvals. Communicate with brokers and sales on status of groups, including group changes and corrections during the first 30 days after approval
- Filing of cases in-house until they have been prepared for off-site storage and ordering of departmental supplies
- Assist Finance Department with investigating sold quote discrepancies
- Manage various reports in Excel, including "Average Carrier Turn Around Time", Late Lists as requested by Carriers and YoY Reports. Audit partner reports for Accuracy
- Assist with training new employees in person or webinar
- Assist Director of Underwriting as necessary
- On-site regular attendance and punctuality are essential functions of the job.
- Performs other business tasks or functions as assigned.
Knowledge, Skills, & Abilities:
- Proficiency in Excel, Outlook, and Word as well as basic computer navigation
- Excellent customer service, including verbal communication skills
- Excellent grammar and spelling, detail-oriented, strong organization and time management skills. Ability to prioritize and multi-task
- Team oriented
- Must be able to work and achieve goals with minimum supervision in a fast paced environment
- Prior insurance industry experience preferred
Educational Requirements:
- High School graduate.
- College preferred
Physical Requirements:
- Normal speech, hearing, and vision
- Must be able to stand for 2 hours, have normal mobility, and be able to sit for an extended periods of time and occasional standing and walking
- Must be able to communicate effectively in English
- Ability to life up to 10 pounds occasionally.
Numbers & Facts
| Location | Orange, CA |
| Industry | Insurance |
| Company Size | 1,000 to 1,499 employees |
| Year Founded | 1985 |
| Website | http://www.wbcompanies.com |
Benefits
Employee Referral Program, Flexible Spending Accounts, Employee Events, Retirement / Pension Plans, Tuition Reimbursement, Life Insurance, Military Leave, Paid Sick Days, Parking, Prescription Drug Coverage, Professional Development, 401K
About Company
The Word & Brown Companies were founded in 1985 by John M. Word III and Edward “Rusty” Brown, Jr., with the launch of the Word & Brown General Agency (Word & Brown Insurance Administrators, Inc.) – and a commitment to providing superior service, innovative technology and sought-after products and services.
We've spent more than 30 years connecting businesses to industry-leading solutions in every area of health insurance and employee benefits. Through down-to-earth, personalized service, we've built a reputation for providing brokers, carriers, employers, individuals and families with access to the people, tools and technology to help them succeed. We call it providing “Service of Unequalled Excellence”.
The Word & Brown Companies include the:
- Word & Brown General Agency - California and Nevada's largest general agency focused on group, individual and family coverage
- CHOICE Administrators - the nation’s leading developer and distributor of health insurance exchange programs
- California Rx Card and Nevada Drug Card - which offer card holders discounts of up to 75% on prescription drugs at more than 68,000 pharmacies from coast to coast.
We extend this same level of service to our most important assets - our employees.
Our broad array of benefits include:
- Medical, Dental, Vision and Chiropractic plans for you and your dependents
- Company-paid life insurance
- A variety of voluntary benefits, such as Long Term Disability, Short Term Disability, Long Term Care, Critical Illness, and others
- Retirement 401(k) plan with a 25% Company match
- Vacation, sick time, and a floating holiday
- Flexible spending account for unreimbursed medical, dependent care, and transportation expenses
- Educational assistance
- In-house training and development that support career advancement
- A wide variety of employee events and recognition programs
In addition to competitive salaries and the generous benefits listed above, we take pride in the friendly, family culture that sets our company apart from other corporations. We support personal and professional growth opportunities in a fun, friendly, and family environment. Our corporate campus is centrally located near Old Town Orange, close to shopping malls, parks, museums, and an eclectic choice of restaurants and cafes. We also employ individuals in locations across California and Nevada. Our emphasis is on hiring top-notch individuals to help us retain our #1 spot as the leading resource for brokers, carriers, businesses and individuals across the country. If you're interested in joining the Word & Brown Companies, we invite you to check out our Employment Opportunities and apply online!
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