Large Group Associate (4446)

The Word & Brown Companies; Orange (CA); Hybrid; USD 65,000 - 85,000; Full time

Job summary

The Word & Brown Companies seeks a highly organized Large Group Associate to enhance processing efficiencies and support the large group team in achieving goals. You will create and audit quote comparison spreadsheets, support census conversions, renewals, and membership data, while maintaining meticulous records and collaborating across teams.

Applicants should have strong attention to detail, Excel/Google Sheets proficiency, and the ability to work independently or in a team, with awareness of

Qualifications

• High School Diploma required.
• College preferred or 2-3 years minimum of industry experience.

Responsibilities

• Create Quote Comparison Spreadsheets for internal and client use.
• Audit Comparison Spreadsheets for accuracy and completeness.
• Develop and support SOPs to enhance efficiency and consistency.
• Support census data conversions to ensure data integrity.
• Provide support for renewal processes and client renewals.
• Oversee and support membership uploads and audits for data accuracy.
• Maintain documentation for communications from brokers, carriers, and sales staff.
• Review quote processing daily and communicate status updates to brokers and sales staff.
• Assist in benchmarking reports using accurate data.

Skills

Attention to detail

Analytical skills

Organizational skills

Time management

Communication skills

Independent work

Problem solving

PHI/HIPAA knowledge

Driver's license

Education

High School Diploma

College degree preferred or 2-3 years industry experience

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.

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 Preferred
• Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines

Educational 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.