Group Enrollment Representative I (4473)

The Word & Brown Companies; Orange (CA); Hybrid; USD 42,000 - 52,000; Full time

Job summary

The Word & Brown Companies is seeking an detail-oriented associate to handle daily Group Processing Center operations, including data entry, change processing, and communications with brokers and groups.

You will review changes for accuracy, prepare termination letters, and generate routine letters to groups and brokers while maintaining essential reports. A high school diploma and health insurance/CS exposure are preferred.

Qualifications

• High school diploma or equivalent is required.
• Experience in health insurance industry or customer service preferred.
• Strong written and verbal communication skills.
• Ability to work with minimal supervision and in a team.
• Proficiency with 10-key data entry and MS Office.

Responsibilities

• Review group changes for accuracy and missing information.
• Process group changes and line of coverage adds/terminations.
• Generate letters and perform data entry for daily operations.
• Contact internal/external customers by email/phone as needed.
• Maintain reports/logs and update as required.
• Attend on-site and/or remote work as required.
• Performs other tasks as assigned.

Skills

10-key data entry

Data entry

Microsoft Word

Microsoft Excel

Problem solving

Written and oral communication

Self-guided

Teamwork

Multitasking

Proprietary systems knowledge

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Proprietary systems

Job description

Purpose Of Position

Perform the daily functions and operations of the Group Processing Center.

Purpose Of Position

Perform the daily functions and operations of the Group Processing Center.

Essential Functions

• Reviews all group changes received checking for accuracy or any missing information.
• Process all group changes, line of coverage adds/terminations as received.
• Process all group terminations and produce termination confirmation letters.
• Send necessary email/faxes and make phone calls to internal/external customers as needed.
• Calling group contacts/brokers to follow-up on pending items for missing information and for billing reminders.
• Identify components of balances due and prepare letters for collection.
• Prepare check request for credits due.
• Process commission set-up and billing for New Business cases received.
• Generate daily, weekly, and monthly letters to groups and brokers.
• Log and delegate department mail, including e-mail.
• Perform accurate data entry.
• Update reports/logs with data regarding group processes.
• Regular on-site and/or remote attendance and punctuality are essential functions of the job.
• Performs other business tasks or functions as assigned.

Qualifications

Knowledge, Skills, & Abilities Required

• Candidate must have proficient use of 10 key and accurate data entry skills.
• Working knowledge of Microsoft products, particularly Word and Excel.
• Excellent problem-solving skills.
• Strong written and oral communications skills.
• Must be self-guided, with the ability to follow directions, make decisions and work with little supervision.
• Ability to work in a team environment.
• Ability to handle multiple tasks with frequent interruptions.
• Ability to learn and operate proprietary-based systems, and to handle objections and explain company policy and procedure.
• Prior experience in Health Insurance industry and customer service preferred.
• Additional Competencies
• Action Oriented, Customer Focus, Listening, Time Management, Written Communication
• In addition to the KSAs and Additional Competencies listed above, there are more competencies related to this position. Please refer to the Individual Contributor – Associate competency addendum.

Educational Requirements

• High school diploma or equivalent required.

Physical Requirements

• This position is requires sitting 90% of the time. Must be able to walk, utilize stairs, bend, stoop and lift 25 lbs.
• Requires close vision and the ability to hear phone conversations and speak clearly to the caller. Utilize fingers, hands, and arms to feel and manipulate. Working environment is stable and noise level is moderate.
• Must be able to sit for extended periods of time and occasional standing and walking. Must have adequate hearing for phone work.
• Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English.
• Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.