Large Group Associate

Paycom; Orange (CA); On-site; USD 48,000 - 64,000; Full time

Job summary

Paycom in California is seeking a Large Group Associate to maintain accurate quote spreadsheets and support data conversions. You will audit spreadsheets, develop SOPs, and manage census data integrity while communicating with brokers and sales staff.

The role requires strong attention to detail, excellent organizational skills, and the ability to work independently or as part of a team. On-site or remote attendance may be required as needed.

Qualifications

• Attention to detail and analytical skills are essential.
• Strong organizational and time-management abilities are required.
• Proficiency with spreadsheet tools (Excel, Google Sheets, etc.).
• Experience in data analysis, auditing, or related fields preferred.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a team.
• Proactive problem-solving approach.
• Insurance industry experience is a plus.

Responsibilities

• Create Quote Comparison Spreadsheets for internal and client use.
• Audit and review quote comparison spreadsheets for accuracy.
• Develop and support SOPs to improve efficiency.
• Support census data conversions and data integrity.
• Assist with renewal processes and timely handling of client renewals.
• Oversee membership uploads and perform data audits.
• Document communications from brokers, carriers, and sales staff.
• Review quote processing daily and communicate status updates.
• Assist in benchmarking report creation and maintenance.
• Maintain attendance and punctuality (on-site or remote).
• Support problem resolution within the team.
• Perform additional tasks as assigned by management.

Skills

Attention to detail

Analytical skills

Organizational skills

Time management

Spreadsheet proficiency

Data analysis

Auditing

Written & verbal communication

Teamwork

Independence

Problem-solving

Driver's license

Insurance industry knowledge

Education

High School Diploma

College degree preferred

Tools

Excel

Google Sheets

Job description

Purpose of Position:The Large Group Associate is a highly organized individual with excellent problem-solving skills and a strong passion for enhancing processes to support the achievement of the large group team’s goals and drive greater efficiencies.Essential Functions:Create Quote Comparison Spreadsheets: Develop and maintain accurate and up-to-date quote comparison spreadsheets for internal and client use.Audit Comparison Spreadsheets: Regularly review and audit quote comparison spreadsheets for accuracy and completeness.Develop and Support SOPs: Collaborate with the team to develop and update standard operating procedures to enhance efficiency and consistency.Support Census Conversions: Assist with census data conversions to ensure seamless transitions and data integrity.Proactive Renewal Support: Provide support for renewal processes, ensuring timely and accurate handling of client renewals.Membership Uploads and Audits: Oversee and support membership uploads and conduct audits to ensure data accuracy.Document Communication Files: Maintain organized documentation for all communications from brokers, carriers, and sales staff, ensuring that all information is accessible and up-to-date.Review Quote Processing: Review each quote case daily to ensure it is being processed correctly and in a timely manner. Communicate status updates to brokers and sales staff.Support Benchmarking Reports: Assist in the creation and maintenance of benchmarking reports, ensuring accurate and relevant data is used for analysis.Attendance and Punctuality: On-site or remote regular attendance and punctuality are essential functions of the job.Assist in Problem Resolution: Support the team in resolving any issues that arise during the course of work, working collaboratively with all involved parties.Perform Other Business Tasks: Undertake additional tasks or functions as assigned by the manager to support overall business objectives.Knowledge, Skills & Abilities Required:Strong attention to detail and analytical skills.Excellent organizational and time-management abilities.Proficiency with spreadsheet tools (Excel, Google Sheets, etc.).Experience in data analysis, auditing, or related fields preferred.Strong written and verbal communication skills.Ability to work independently and as part of a team.Problem-solving skills with a proactive approach.Prior experience in insurance or a related industry is a plus.Valid CA Driver's license and transportation is required.CA Health Insurance License PreferredAdhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelinesEducational Requirements:High School Diploma required.College preferred or 2-3 years minimum of industry experience.Physical Requirements: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.