Benefits Administrator I

USI Insurance Services; Fort Worth, Northern (TX, KY); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

USI Insurance Services in Fort Worth, TX seeks an entry-level benefits administrative assistant to support Team Leaders and service staff with new business, renewals, and broker of record letters.

You will liaise with carriers and internal staff, handle day-to-day customer service, assist with large-group RFPs, enrollments, and plan changes, and maintain client databases while building strong carrier relationships.

Qualifications

• Entry level position; 1 year of employee benefits experience preferred.
• High School Diploma or GED required; Bachelor's degree is a plus.
• Familiar with benefit plans a plus; eager to learn and develop professionally.
• Working knowledge of Microsoft Office Excel; includes data entry, formatting, and formulas.

Responsibilities

• Provide day-to-day customer service and respond to carriers and internal staff questions.
• Assist with review, compilation, and preparation of group information for large group RFPs.
• Follow up with carriers on requests for quotes and plan changes.
• Provide internal staff with follow-up communication and approvals for Brokers on enrollment issues.
• Prepare and amend large group spreadsheets and maintain client databases.
• Coordinate with team members to ensure service and turnaround times meet standards.
• Develop and maintain strong relationships with carriers and internal staff.

Skills

Customer service

Data entry

Office software

Education

High School Diploma or GED

Bachelor's degree a plus

Tools

Microsoft Excel

Job description

OK - Tulsa, TX - Fort Worth, TX - San Antonio

Job ID

32807

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.
• 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.

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 .