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Insurance Data Coordinator - recent grad

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The Business Integration Coordinator will work with insurance carriers to ensure smooth transfer of information and proper set up of acquired books of business in the USI systems.


  • Communicate with carrier regarding acquisitions and/or organizational changes with appropriate supporting documentation
  • Analyze carrier code structure to be able to communicate the business being acquired
  • Provide correct books of business for carrier to transfer from a larger database
  • Review incoming contracts for compliance with USI standards
  • Complete agency profiles and other paperwork required to get agency appointments
  • Track progress against metrics
  • Investigate and resolve field and carrier inquiries using available data and documents
  • Handle calls and meetings with carrier and USI associates at various levels
  • Facilitate setup of: associate access to carrier websites, download of carrier data, commission payments, tax reporting
  • Communicate with field associates, accounting and operations regarding any changes to agency/producer codes
  • Escalate contracts and carrier issues when appropriate
  • Follow through until completion of carrier changes such as: executed contracts, commissions paid to USI and business moved
  • Refer producers for appointments and provide support to the Enterprise Licensing Center “ELC” with licensing guidance and information.
  • Submit invoices to accounting for carrier Appointments Fees, if required

Knowledge, Skills and Abilities:

  • Manage multiple carrier tasks simultaneously
  • Able to handle and adapt to high volume in a constantly changing environment
  • Use resources available to develop creative solutions
  • Determine appropriate time to escalate issues
  • Communicate effectively both written and oral
  • Work collaboratively across multiple locations
  • Build partnerships and work well individually and as part of a team
  • Prioritize work to meet deadlines and maintain focus on items with the most impact
  • Must be proficient in word, excel, and data base management.
  • Preferred experience in the insurance industry



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