USI Insurance Services

Description and Requirements

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 of 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 formatting and formulas.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.