Large Group Data & Process Specialist

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

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