Benefits Administrator I

USI Insurance Services; San Antonio (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

USI Insurance Services in San Antonio, Texas seeks an entry-level Administrative Support specialist to assist Team Leaders and the service team with benefits administration and broker communications.

The role involves data entry, renewal processing, and daily coordination with carriers to ensure accurate client information and timely enrollment. Proficiency with Excel and strong communication are important for success.

Qualifications

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

Responsibilities

• Provide day-to-day customer service to carriers, internal staff, and brokers. 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 enrollment issues.
• Prepare and amend large group spreadsheets as assigned.
• Work with insurance carriers to process enrollment, proposals, broker matters, new business, and product information.
• Help maintain BOR letters and assist with plan design and rate information.
• Provide renewals to appropriate brokers.
• Enter data into commission database and update client databases.

Skills

Customer service

Data entry

Benefits administration

Attention to detail

Education

High School Diploma or GED

Bachelor’s degree

Tools

Microsoft Excel

Job description

Description and Requirements

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.

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 .