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Large Group Marketing Coordinator


NJ - Elmwood Park, OH - Columbus

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General Description: The Quoting Coordinator is responsible for supporting the marketing proposal needs of the Wholesale team. Includes responding to carrier and/or broker specific questions, ensuring new business, renewals, and broker of record letters meet the requirements of the writing carrier. Coordinate day-to-day customer service and support the broker-Emerson Rogers relationship. Act as a liaison between the insurance carrier and internal staff. Participate in broker meetings.

Work with brokers determined by value of business and level of difficulty. 
Assist with quoting renewal alternatives and new business. 
Work with Account Executives and vendors to negotiate rates, secure new business, and maintain existing business. 
Process plan changes submitted by Account Executives, Broker Consultants, and Brokers. 
Provide internal staff with follow-up communication and approvals on plan changes and open enrollment issues.
Provide renewals to appropriate brokers. Save renewal copies from carrier to Emerson Rogers shared drive and forward renewals to appropriate Brokers.
Enter data into commission database.
Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
Respond to carrier, 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.
Coordinate with internal team to ensure quality and turn-around times meet Emerson Rogers standards.  
Stay up to date with insurance regulations, carrier plan options, underwriting rules, and other value-added programs offered by ERC to the Brokers. 
Develop and maintain strong working relationships with carriers, vendors, and internal staff.

Knowledge, Skills and Abilities:
5 years + employee benefits experience. Prior experience in a group benefits environment preferred.
Bachelor’s degree preferred. 
Must hold Life & Health license, or ability to obtain within three months from date of hire. 
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.

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.

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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