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 + 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.• Detail oriented and prioritizes accuracy. • Ability to set priorities and manage deadlines. • Ability to work independently and in a fast-paced, team environment. • Strong verbal and written communication skills.• Working knowledge of Microsoft Office Excel. Includes experience with data entry, formatting, and formulas.
Physical Demands:Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.
Analysis of Physical Demands:• Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.• Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend. • Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.• Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling, or squatting.