USI Insurance

General Description: Provide administrative support to Team Leaders and 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:

· Provide day-to-day customer service. Respond to carriers, internal staff, and/or broker questions. Assist with claims and billing problems.

· Review, compile, and prepare group information for large group RFP’s.

· Follow up with carriers on requests for quotes.

· Provide internal staff with follow-up communication and approvals for Brokers on plan changes and open enrollment issues.

· Prepare and amend large group spreadsheets as assigned.

· Work with insurance carriers to process and follow-up on various items. Includes enrollment, proposals, broker matters, new business, and product information.

· Help maintain BOR letters. Includes following up with Broker and/or carrier and assisting with plan design and rate information.

· Provide renewals to appropriate brokers.

· Enter data into commission database.

· Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.

· Coordinate with team members 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:

· Entry level position. 1 year of employee benefits experience preferred.

· High School Diploma or GED degree required. Bachelor’s degree a plus.

· Familiar with benefit plans a plus. Eager to learn new concepts and further professional development.

· Working knowledge of Microsoft Office Excel. Includes experience with data entry, formatting, and formulas.