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Individual Operations Analyst

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General Description: The Individual Operations Administrator (IOA) is responsible for operations and processing within the individual market. Responsibilities include submitting paperwork, tracking down client information, and assisting Individual Market brokers with any questions or concerns on already submitted business.


  • Process carrier enrollment paperwork.
  • Support IMAs and AEs with Individual Business needs
  • Broker issue resolution: Enrollment, claims, billing, ID card tracking
  • Ensure quality turn around time and accuracy goals are met
  • Develop and maintain strong internal relationships with IMAs and AEs
  • Develop strong knowledge of carrier processes and systems
  • Develop deep knowledge of Broker Contact Units and appropriate Broker Executives
  • Miscellaneous quoting on-behalf-of brokers, as needed
  • Submitted application tracking and management
  • Order supplies, carrier kits, and materials for brokers as needed
  • Other special projects as assigned

Knowledge, Skills and Abilities:

  • Analytical mind required.
  • Experienced in Microsoft Office products including Word, Excel and PowerPoint.
  • High School diploma or higher
  • Accident & Health license is required or ability to obtain within three months from date of hire.
  • Ability to creatively and proactively problem-solve
  • Ability to stay organized and focused in a busy environment
  • Strong organizational, time management and multi-tasking skills.
  • Superior attention to detail and follow-up skills.
  • Effective communication skills when dealing with co-workers, brokers and carriers.
  • Personable and credible.
  • Professional and dependable
  • Demonstrates cooperation and collaboration in a team setting



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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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