Large Group Marketing Coordinator
Location:
NJ - Elmwood Park, OH - Columbus
Apply nowGeneral 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.
Responsibilities:
• 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.
Job ID:
27485