Note: The job is a remote job and is open to candidates in USA. USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, and they are seeking an Employee Benefit New Business Coordinator to support small employee benefits sales and account management teams. The role involves assisting with the onboarding of new business cases, maintaining accuracy in management systems, and establishing effective working relationships with internal partners and clients.
Responsibilities
- Assist with the onboarding of recent sales
- Work with Select producers and operations team leader/implementation specialist
- Facilitate the transfer of recent sales from the producers to the appropriate operations team member
- Serve as the subject matter expert for producers on new client implementation forms and processes
- Assist with the preparation of needed materials for submission of new business to insurance carriers
- Includes completing submissions to carrier partners as needed
- Request information from new clients and carriers and create internal files
- Maintain a high degree of accuracy in agency management and document management systems
- Request and monitor new business missing information from clients, producers, and carriers
- Verify accuracy of commissions on new business cases
- Ensure accurate and timely response to all outstanding issues
- Establish and maintain effective working relationships with internal partners, clients, and carriers
Skills
- Entry-level position, ideally minimum one year EB / Insurance related experience
- Ideally will hold Health, Life and Disability insurance license or be willing to obtain in agreed time frame
- Ability to set priorities and manage deadlines
- Comfortable with internet-based programs and Microsoft Office products
- Detail oriented and prioritizes accuracy
- Ability to work independently and in a team environment
- Eager to learn new concepts and further professional development
- Open to feedback and coaching
- Ability to define problems and generate potential solutions
- College degree preferred
- Customer service experience preferred
- Knowledge of BenefitPoint and ImageRight preferred
Benefits
- Medical
- Wellness
- Dental
- Vision
- 401(k)
- Flexible spending and health savings accounts
- Short and long-term disability
- Life insurance
- Paid time off policy
- Paid family leave benefit
- Paid holiday time
Company Overview
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services. It was founded in 1994, and is headquartered in Valhalla, New York, USA, with a workforce of 10001+ employees. Its website is https://www.usi.com/.