About this role
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.