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Job Details

Locations
AZ - Phoenix
Job ID
31958

Description and Requirements

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.