Life Insurance Enrollment Specialist – Fast, Accurate Processing

Brown & Brown, Inc.; Cleveland, Northern (OH, KY); Hybrid; USD 22,000 - 31,000; Full time

Job summary

One80 Intermediaries in Cleveland, OH is seeking an Enrollment Specialist to support the efficient processing of life insurance applications. You will review applications for completeness, verify data in internal systems, and enter key information into multiple databases to ensure accurate enrollments.

The role requires meticulous attention to detail, strong communication skills, and the ability to work under tight SLAs.

Qualifications

• Proficiency in Microsoft Office, especially Excel.
• Experience with CRM systems and database management (preferred).
• Excellent attention to detail with a focus on accuracy and timeliness.
• Strong interpersonal and customer service skills.
• Ability to work in a fast-paced environment.
• Strong written and verbal communication skills.

Responsibilities

• Process insurance applications accurately and efficiently.
• Review applications for completeness, identifying and requesting any missing information.
• Verify customer data using internal systems and/or direct customer communication.
• Assess applications to determine if they meet basic underwriting requirements.
• Ensure accuracy of data files and resolve inconsistencies in submitted information.
• Prepare and send correspondence related to member insurance notices and policy requests.
• Issue insurance coverage materials upon successful application processing.
• Accurately enter key application data into multiple systems.
• Collaborate with internal teams to ensure compliance with enrollment policies and procedures.

Skills

Excel

CRM systems

Attention to detail

Communication skills

Time management

Tools

Microsoft Office

Job description

One80 Intermediaries in Cleveland, OH is seeking an Enrollment Specialist to support the efficient processing of life insurance applications. You will review applications for completeness, verify data in internal systems, and enter key information into multiple databases to ensure accurate enrollments.

The role requires meticulous attention to detail, strong communication skills, and the ability to work under tight SLAs.