Live opening · Posted 3 days ago
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Description supplied by the original job listing.
Purpose Of Position
Manage and complete case implementation (pre- and post- underwriting) within same-day turnaround time. Maintain reports for Underwriters and Directors.
Essential Functions
Responsible for accurate and detailed data entry of information for group cases, including all employee and plan information
Receive, log and distribute checks to Underwriters with care and urgency. Overnight physical checks to carrier partners, verifying address for accuracy once the underwriting process has been completed
Submit New Business groups to carriers on behalf of the Underwriter, deliver Additional Carrier Requirements, if any, and audit Approvals for accuracy before delivering Approval to broker and sales
Responsible for following up with carriers regarding rates, declines, and approvals. Communicate with brokers and sales on status of groups, including group changes and corrections during the first 30 days after approval
Filing of cases in-house until they have been prepared for off-site storage and ordering of departmental supplies
Assist Finance Department with investigating sold quote discrepancies
Manage various reports in Excel, including “Average Carrier Turn Around Time”, Late Lists as requested by Carriers and YoY Reports. Audit partner reports for Accuracy
Assist with training new employees in person or webinar
Assist Director of Underwriting as necessary
On-site regular attendance and punctuality are essential functions of the job.
Performs other business tasks or functions as assigned.
Qualifications
Knowledge, Skills, & Abilities:
Proficiency in Excel, Outlook, and Word as well as basic computer navigation
Excellent customer service, including verbal communication skills
Excellent grammar and spelling, detail-oriented, strong organization and time management skills. Ability to prioritize and multi-task
Team oriented
Must be able to work and achieve goals with minimum supervision in a fast paced environment
Prior insurance industry experience preferred
Educational Requirements
High School graduate.
College preferred
Physical Requirements
Normal speech, hearing, and vision
Must be able to stand for 2 hours, have normal mobility, and be able to sit for an extended periods of time and occasional standing and walking
Must be able to communicate effectively in English
Ability to life up to 10 pounds occasionally.
Work arrangement
Yes
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