Senior Benefits & Quoting Coordinator

USI Insurance Services; Schaumburg (IL); On-site; USD 65,000 - 75,000; Full time

Job summary

USI Insurance Services is seeking a Quoting Coordinator to support the Wholesale team’s marketing proposals. You will respond to carrier and broker questions and ensure new business, renewals, and broker of record letters meet carrier requirements.

You will coordinate day-to-day client service, liaise between carriers and internal staff, and participate in broker meetings while building strong relationships with carriers and vendors.

Qualifications

• 5+ years of employee benefits experience.
• Must hold a Life & Health license or obtain within three months from date of hire.
• Knowledge of health and ancillary plans, carriers, and quoting abilities preferred.
• Strong attention to detail. Efficient and accurate administrative and data entry skills.
• Ability to set priorities and manage deadlines.
• Ability to work independently and in a fast-paced, team environment.
• Strong verbal and written communication skills.
• Working knowledge of Microsoft Office Excel. Includes experience with formatting and formulas.

Responsibilities

• Work with brokers determined by value of business and level of difficulty.
• Assist with quoting renewal alternatives and new business.
• Work with Account Executives and vendors to negotiate rates, secure new business, and maintain existing business.
• Process plan changes submitted by Account Executives, Broker Consultants, and Brokers.
• Provide internal staff with follow-up communication and approvals on plan changes and open enrollment issues.
• Provide renewals to appropriate brokers. Save renewal copies from carrier to ER shared drive and forward renewals to appropriate Brokers.
• Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
• Respond to carrier, internal staff, and/or broker questions. Assist with claims and billing problems.
• Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
• Coordinate with internal team to ensure quality and turn-around times meet ER standards.
• Stay up to date with insurance regulations, carrier plan options, underwriting rules, and other value-added programs offered by ER to the Brokers.
• Develop and maintain strong working relationships with carriers, vendors, and internal staff.

Skills

Employee benefits experience

Attention to detail

Licensing knowledge

Communication skills

Independent work

Education

Life & Health license (or eligible)

Tools

Microsoft Excel

Job description

USI Insurance Services is seeking a Quoting Coordinator to support the Wholesale team’s marketing proposals. You will respond to carrier and broker questions and ensure new business, renewals, and broker of record letters meet carrier requirements.

You will coordinate day-to-day client service, liaise between carriers and internal staff, and participate in broker meetings while building strong relationships with carriers and vendors.