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Job Details

Locations
AZ - Phoenix, AZ - Tempe
Job ID
32471

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.