Ancillary Benefit Administrator

USI Insurance Services; Center Square (PA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health benefits

Dental and vision

401(k)

Job summary

USI Insurance Services is seeking an entry-level administrative support role to assist Team Leaders and service teams with day-to-day operations in the benefits area.

The position involves coordinating with carriers, managing plan changes, renewals, and open enrollment tasks. A high school diploma is required, with benefits experience preferred and proficiency in Excel. A strong desire to learn and grow within employee benefits is expected.

Qualifications

• Entry level position; 1 year of employee benefits experience preferred.
• High School Diploma or GED required; Bachelor’s degree a plus.
• Familiar with benefit plans a plus; eager to learn new concepts and further professional development.
• Working knowledge of Microsoft Office Excel; data entry, formatting and formulas.

Responsibilities

• Provide day-to-day customer service; respond to carriers, internal staff, and broker questions; assist with claims and billing problems.
• Review, compile, and prepare group information for large group RFPs.
• 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 enrollment, proposals, broker matters, new business, and product information.
• Help maintain BOR letters; follow up with Broker/carrier and assist with plan design and rate information.
• Provide renewals to appropriate brokers.
• Enter data into commission database.
• Update client database; create and maintain case files of critical client information.
• Coordinate with team to ensure service and turnaround times meet Emerson Rogers standards.
• Develop and maintain strong working relationships with carriers and internal staff.

Skills

Customer service

Data entry

Excel

Professional development

Education

High School Diploma or GED

Bachelor’s degree a plus

Tools

Microsoft Excel

Job description

Description and Requirements

Requirements

Description and Requirements

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 of 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.
• Working knowledge of Microsoft Office Excel. Includes experience with data entry, formatting, and formulas.

GLDR

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.