General Description:
The Benefit Administrator I is responsible for preparing accurate and timely insurance quotes to support brokers and sales teams. This role works closely with carriers, underwriters, and internal partners to ensure competitive pricing, guidelines, and a smooth quoting process from request through delivery.
Responsibilities:
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Review, analyze, and prepare information for small and large group RFP’s across multiple states.
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Process carrier quotes through carrier systems, Rating HUB, or direct submission to carriers.
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Maintain a strong working knowledge of state-specific and carrier-specific quoting requirements.
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Create and manage portals for IMQ collection; monitor completion status and communicate updates to the broker or AE.
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Review carrier proposals for accuracy and completeness.
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Track quote status and follow up with carriers to meet deadlines and service-level expectations
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Organize and present quotes in a clear, professional format for the broker or AE.
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Provide regular status updates to broker or internal staff on quotes, underwriting progress, and outstanding requirements.
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Create and maintain accurate census spreadsheets in carrier-required formats.
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Update the client database on an ongoing basis and create/maintain case files containing critical client information in accordance with established workflows.
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Coordinate with team members to ensure service and turn-around times meet Emerson Rogers standards.
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Develop and maintain strong working relationships with carriers and internal staff.
Knowledge, Skills and Abilities:
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Entry level position. 1 year of employee benefits experience preferred.
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High School Diploma or GED degree required. Bachelor’s degree a plus.
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Familiar with benefit plans a plus. Eager to learn new concepts and further professional development.
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Working knowledge of Microsoft Office Excel. Includes experience with data entry, formatting, and formulas.
Key Skills & Competencies
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Accuracy and attention to detail
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Time management and prioritization
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Analytical and problem-solving skills
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Professional communication with internal and external partners
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Ability to adapt to changing carrier requirements and timelines
