Primary purpose:
responsible for the data entry and evaluation of new employer groups and new enrollees to the self-funded product.
*essential duties and responsibilities*:
following is a summary of the essential functions for this job.
other duties may be performed, both major and minor, which are not mentioned below.
specific activities may change from time to time.
- enter new group enrollment data to online system and appropriate worksheets
- evaluate group enrollment materials for completeness
- analyze new business quote/proposal for accuracy
- analyze broker appointments
- evaluate eligibility and enrollment requirements of new enrollees to employer group plan
- evaluate employer changes
- work collaboratively with sales offices and underwriters to meet company objectives
- build and maintain relationships with internal partners to improve agent satisfaction
job requirements
*minimum skills and competencies*:
the requirements listed below are representative of the knowledge, skill and/or ability required.
reasonable accommodations may be made
to enable individuals with disabilities to perform the essential functions.
- high school diploma or general education degree (ged), or international equivalent
- prior underwriting technician experience
- knowledge of the health insurance market
- demonstrates strong ability to work independently and to adjust schedule to meet service standards
- proven ability to remain focused in fast paced environment
- ability to work collaboratively with sales staff and department staff
- proficient in microsoft office (word, excel, outlook, powerpoint, access)
- proficient use of computer systems
- demonstrates professional phone etiquette and interpersonal skills
- must possess effective verbal and written communication skills
*desired skills*:
- 1+ years of work experience in the health insurance market