USI Insurance

General Description: 

The Benefit Administrator I is responsible for preparing accurate and timely insurance quotes to support brokers and sales teams. This role works closely with carriers, underwriters, and internal partners to ensure competitive pricing, guidelines, and a smooth quoting process from request through delivery.

Responsibilities:

• Review, analyze, and prepare information for small and large group RFP’s across multiple states.
• Process carrier quotes through carrier systems, Rating HUB, or direct submission to carriers.
• Maintain a strong working knowledge of state-specific and carrier-specific quoting requirements.
• Create and manage portals for IMQ collection; monitor completion status and communicate updates to the broker or AE.
• Review carrier proposals for accuracy and completeness.
• Track quote status and follow up with carriers to meet deadlines and service-level expectations
• Organize and present quotes in a clear, professional format for the broker or AE.
• Provide regular status updates to broker or internal staff on quotes, underwriting progress, and outstanding requirements.
• Create and maintain accurate census spreadsheets in carrier-required formats.
• Update the client database on an ongoing basis and create/maintain case files containing critical client information in accordance with established 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.

Key Skills & Competencies

• Accuracy and attention to detail
• Time management and prioritization
• Analytical and problem-solving skills
• Professional communication with internal and external partners
• Ability to adapt to changing carrier requirements and timelines