Benefits & Enrollment Specialist

USI Insurance Services; Dallas (TX); On-site; USD 38,000 - 48,000; Full time

Job summary

USI Insurance Services is seeking an entry-level Benefits Administrative Support to assist Team Leaders and service staff in Dallas. The role involves managing new business, renewals, and broker letters to meet carrier requirements, and acting as a liaison between carriers and internal teams.

The temporary position offers exposure to enrollment, plan changes, and rate information, with emphasis on data entry, Excel tasks, and client database maintenance.

Qualifications

• 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.

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.

Skills

Microsoft Excel

Data entry

Customer service

Education

High School Diploma or GED

Bachelor’s degree a plus

Job description

USI Insurance Services is seeking an entry-level Benefits Administrative Support to assist Team Leaders and service staff in Dallas. The role involves managing new business, renewals, and broker letters to meet carrier requirements, and acting as a liaison between carriers and internal teams.

The temporary position offers exposure to enrollment, plan changes, and rate information, with emphasis on data entry, Excel tasks, and client database maintenance.