USI Insurance Services
Benefits Administrator II
USI Insurance Services, San Diego, California, United States, 92189
General Description:Responsible for coordination of day-to-day customer service and supporting internal 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:
Mentor internal staff on products and processes. Assist with onboarding of new team members.
Assist with quoting renewal alternatives and new business.
Provide internal staff with follow-up communication. Includes approvals for Brokers on plan changes and open enrollment issues.
Provide renewals to appropriate Brokers.
Enter data into commission database.
Respond to carriers, internal staff, and/or broker questions. Assist with claims and billing problems.
Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
Assist with training Brokers.
Communicate regularly with management and team members on all aspects of administration.
Coordinate with internal team 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:
3 years + employee benefits experience. Prior experience in a group benefits environment preferred.
High School Diploma or GED degree required; Bachelor’s degree a plus.
Knowledge of Health and Ancillary plans, carriers, and quoting abilities preferred.
Strong attention to detail. Efficient and accurate administrative and data entry skills.
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.
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Responsibilities:
Mentor internal staff on products and processes. Assist with onboarding of new team members.
Assist with quoting renewal alternatives and new business.
Provide internal staff with follow-up communication. Includes approvals for Brokers on plan changes and open enrollment issues.
Provide renewals to appropriate Brokers.
Enter data into commission database.
Respond to carriers, internal staff, and/or broker questions. Assist with claims and billing problems.
Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
Assist with training Brokers.
Communicate regularly with management and team members on all aspects of administration.
Coordinate with internal team 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:
3 years + employee benefits experience. Prior experience in a group benefits environment preferred.
High School Diploma or GED degree required; Bachelor’s degree a plus.
Knowledge of Health and Ancillary plans, carriers, and quoting abilities preferred.
Strong attention to detail. Efficient and accurate administrative and data entry skills.
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.
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