Benefits Administrator II
USI Insurance Services
General Description: Responsible for coordination of day-to-day customer service and supporting internal service team. Ensure new business, renewals, and broker of record letters meet the requirements of the writing carrier. Act as a liaison between the insurance carrier and internal staff.
Responsibilities:• Mentor internal staff on products and processes. Assist with onboarding of new team members.• Assist with quoting renewal alternatives and new business. • Provide internal staff with follow-up communication. Includes approvals for Brokers on plan changes and open enrollment issues.• Provide renewals to appropriate Brokers. • Enter data into commission database.• Respond to carriers, 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.• Assist with training Brokers.• Communicate regularly with management and team members on all aspects of administration. • Coordinate with internal team to ensure service and turn-around times meet Emerson Rogers standards. • Develop and maintain strong working relationships with carriers and internal staff.
Knowledge, Skills and Abilities:• 3 years + employee benefits experience. Prior experience in a group benefits environment preferred.• High School Diploma or GED degree required; Bachelor’s degree a plus.• 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 data entry, formatting, and formulas.
Physical Demands:Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.
Analysis of Physical Demands:• Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.• Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend. • Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.• Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.
Responsibilities:• Mentor internal staff on products and processes. Assist with onboarding of new team members.• Assist with quoting renewal alternatives and new business. • Provide internal staff with follow-up communication. Includes approvals for Brokers on plan changes and open enrollment issues.• Provide renewals to appropriate Brokers. • Enter data into commission database.• Respond to carriers, 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.• Assist with training Brokers.• Communicate regularly with management and team members on all aspects of administration. • Coordinate with internal team to ensure service and turn-around times meet Emerson Rogers standards. • Develop and maintain strong working relationships with carriers and internal staff.
Knowledge, Skills and Abilities:• 3 years + employee benefits experience. Prior experience in a group benefits environment preferred.• High School Diploma or GED degree required; Bachelor’s degree a plus.• 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 data entry, formatting, and formulas.
Physical Demands:Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.
Analysis of Physical Demands:• Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.• Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend. • Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.• Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.
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