USI Insurance

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 Reid standards. 

·         Develop and maintain strong working relationships with carriers and internal staff.

Knowledge, Skills and Abilities:

·         3 years + 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 data entry, formatting, and formulas.