New Business Specialist

Amwins; Santa Ana (CA); On-site; USD 106,020,000 - 134,674,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with company match

Paid time off

Career advancement opportunities

Flexible benefits

Job summary

Amwins Benefits in California is seeking a New Business Analyst to underwrite all new Small Group ACA business with Carrier Partners. You will collaborate across teams to ensure a seamless customer experience that drives sales results for brokers, carrier partners, and Amwins Benefits.

This role emphasizes customer-centric leadership and continuous improvement, with a focus on underwriting guidelines, documentation reviews, and timely follow-ups to move cases toward approval.

Qualifications

• Experience with underwriting guidelines and carrier products
• Strong MS Office skills, including Outlook, Excel, and Teams; Salesforce preferred
• University degree preferred

Responsibilities

• Provide brokers with timely, solution-oriented responses to business needs
• Review new business paperwork for group qualification and eligibility
• Package files for submission to carrier and coordinate with carrier partners to move to approval
• Maintain records in Salesforce through lifecycle of each case
• Attend Sales Team meetings to strategize and drive sales
• Identify opportunities for ancillary attachments and coordinate with stakeholders
• Communicate outcomes and opportunities to team

Skills

Carrier guidelines

Database knowledge

MS Office proficiency

Salesforce experience

EaseCentral experience

Web conferencing

Education

University degree

Tools

Salesforce

EaseCentral

Job description

Amwins Benefits is a dynamic sales, marketing, and service organization dedicated to the success of health insurance brokers, carriers, and partners throughout the United States. Our mission is to seamlessly connect every point of the benefits journey for brokers, carriers, and their clients with continuous innovation and extraordinary service from passionate people.

New Business Analyst - Amwins

Amwins Benefits is a dynamic sales, marketing, and service organization dedicated to the success of health insurance brokers, carriers, and partners throughout the United States. Our mission is to seamlessly connect every point of the benefits journey for brokers, carriers, and their clients with continuous innovation and extraordinary service from passionate people.

AtAmwinsour people are our greatest asset. We hire the best talent in the industry and provide our employees with tools to deliver innovative insurance solutions. Here, talent is valued, success is celebrated, and great teamwork defines our culture. Our collaborative environment is the perfect place for you to contribute meaningful national strategies to a rapidly growing organization.

Summary

This position is accountable for underwriting all new Small Group ACA business for the entire group of Carrier Partners that we represent. This role effectively collaborates across all areas to ensure a positive customer experience that leads to sales results. The central purpose of this position is to provide a customer-centric focus, model purposeful leadership, and drive sales results for RSM, Brokers, Carrier Partners, and Amwins Benefits.

This role models Purposeful Leadership, defined as: Every action taken delivers the BEST customer experience for our brokers, customers, and co-workers.

Responsibilities

• Provides brokers with timely, solution-orientated responses to their business needs.
• Salesforce knowledge and understanding of process flow+
• Comprehensive review of new business paperwork to qualify the group, employee eligibility and participation and collaboration to find solutions-based results includes:
  • Review Master Application
  • Review Legal & Tax Documents/Quarterly Wage Report for eligible W2 employees
  • Analyze sold rate quote for plan/rate accuracy
  • Review of Employee Applications / Waivers
  • Gather ID cards (as needed)
• Create and send Requirement letter to Broker & Sales Team
• Perform regular follow-ups with Broker as needed
• Maintain files and update status in Salesforce through lifecycle of each case
• Package files for submission to carrier and work with carrier partners to advance group to approval
• Audit approval to verify enrollment, final rates and policy info
• Attend all Sales Team meetings to collaborate and strategize to drive sales
• Assist in identifying opportunities for ancillary attachment
• Coordinate with RSM/BSR and Broker regarding opportunities
• Evaluate success / room for improvement and communicate with team

Qualifications and Licenses

• Comprehensive database and Carrier guideline knowledge
• Proficient in MS Office software, especially MS Outlook, intermediate Excel, MS teams
• Web based audio/video conferencing
• Salesforce experience preferred
• EaseCentral experience preferred
• University degree preferred

Competencies

• Ability to manage competing priorities, and negotiate mutually successful outcomes
• Detail-oriented, ability to handle variety of tasks
• Collaborate and Partner effectively with internal and external teams
• Mentor assigned employees and new hires to develop their full potential
• Comprehensive organizational skills
• Clear, professional oral and written communication skill.
• Strong problem-solving skills and solutions-oriented mind-set

Experience

• Minimum 5 years of related experience; or equivalent of education and experience
• Insurance agency experience is preferred
• Inside sales experience is preferredProfessional customer service experience strongly preferred
• Fluent understanding of carrier products and benefits
• Experienced and clear understanding of underwriting guidelines

Pursuant to California regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses.

California Pay Range: $37 USD - $47 USD

The Amwins Advantage: Benefits & Perks

• Medical, Dental, Vision available your first day of employment
  • Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees
• Mental health support including:
  • Virtual therapy
  • Digital coaching
  • 24/7 EAP counseling
• Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program
• Health Savings Account with company contributions
• Health Care FSA, Dependent Care FSA, and Commuter Benefits
• Parental Leave and Adoption Assistance
• Voluntary coverage options:
  • Life Insurance
  • Critical Illness
  • Accident
  • Identity Theft Protection
• Retiree medical benefits available for Medicare-eligible retirees
• 401(k) with company match
• Generous Paid Time Off and Company Holiday Schedule
• Collaborative, continuing education focused work environment
• Career advancement opportunities