New Business Specialist
New Business Specialist
Posted on :
20-10-2024
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Job Description
The new business job family roles will be responsible for the retrieval validation and processing of all worksite and group benefit enrollment files and manual production submissions inclusive of file balancing and audits. The team will be responsible for accurate processing of new enrollments routing of benefit changes and handling of termination notifications.
Job responsibilities:
Ability to work with large data sets and run simple formula (VLOOKUP and logic functions are a plus)
Perform quality assurance and testing to ensure accuracy of setup and ability to process new business
Retrieve data files from various enrollment platforms and secure server transmissions; validate format and completeness of information received based upon product requirements and prepare to load into administrative system
Review state and product compliance requirements ensure appropriate approvals have been received
Provide support to field sales brokers and employer groups to resolve issues collect missing information and ensure accuracy of information received
Investigate errors that occur on assigned employer groups research issue and follow through to resolution partnering with internal stakeholders
Escalate errors and risks as appropriate to bring to resolution and management intervention
Meet or exceed department established production and quality goals ensuring service levels are met
Provide superior customer support to internal and external customers
Skills:
Excellent written and verbal communication skills
Strong attention to detail
Ability to prioritize and manage multiple priorities in an extremely fast paced environment
Ability to effectively execute on a task drive for results and take accountability for outcomes
Sound judgment and ability to problem solve and analyze data
Sound organizational and time management skills
Must be proficient in MS Office Software especially Excel with the ability to use functions including VLOOKUP and simple Formulas
Education and Experience:
Bachelors Degree strongly preferred
02 years of experience in benefit administration strongly preferred
Experience in Life Accident and Health Insurance considered a plus (nice to have)
Ability to work with large data sets and run simple formula (VLOOKUP and logic functions are a plus)
Perform quality assurance and testing to ensure accuracy of setup and ability to process new business
Retrieve data files from various enrollment platforms and secure server transmissions; validate format and completeness of information received based upon product requirements and prepare to load into administrative system
Review state and product compliance requirements ensure appropriate approvals have been received
Provide support to field sales brokers and employer groups to resolve issues collect missing information and ensure accuracy of information received
Investigate errors that occur on assigned employer groups research issue and follow through to resolution partnering with internal stakeholders
Escalate errors and risks as appropriate to bring to resolution and management intervention
Meet or exceed department established production and quality goals ensuring service levels are met
Provide superior customer support to internal and external customers
Skills:
Excellent written and verbal communication skills
Strong attention to detail
Ability to prioritize and manage multiple priorities in an extremely fast paced environment
Ability to effectively execute on a task drive for results and take accountability for outcomes
Sound judgment and ability to problem solve and analyze data
Sound organizational and time management skills
Must be proficient in MS Office Software especially Excel with the ability to use functions including VLOOKUP and simple Formulas
Education and Experience:
Bachelors Degree strongly preferred
02 years of experience in benefit administration strongly preferred
Experience in Life Accident and Health Insurance considered a plus (nice to have)
Employment Type
Full Time
Key Skills
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