Benefits Administrator I

USI Insurance Services; Tulsa (OK); On-site; USD 35,000 - 48,000; Full time

Job summary

USI Insurance Services seeks an entry-level administrative professional to support team leaders and service teams in Tulsa. The role handles new business, renewals, and broker of record letters with carriers, acting as a liaison between carriers and internal staff.

Responsibilities include day-to-day customer service, responding to questions, assisting with claims and billing, and maintaining large group data and BOR letters. Familiarity with benefit plans and Excel is a plus.

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 and develop professionally.
• Working knowledge of Excel; experience with data entry, formatting and formulas.

Responsibilities

• Provide day-to-day customer service to carriers, staff, and brokers; assist with claims and billing problems.
• Review, compile, and prepare group information for large group RFPs.
• Follow up with carriers on quotes and plan changes; approve enrollments.
• Maintain BOR letters; coordinate with brokers and carriers on plan design and rate info.
• Enter data into commission and client databases; maintain accurate case files.

Skills

Benefits knowledge

Data entry

Microsoft Excel

Education

High School Diploma or GED

Bachelor’s degree a plus

Tools

Microsoft Office 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 .