Play a critical role in supporting operations by handling key client tasks, delivering efficient workflows, maintaining accurate records, and ensuring the success of our mid-enterprise group markets.
Focus on non-client-facing duties, involving handling policy documentation, managing client records, and supporting client service deliverables.
Partner with cross-functional teams on impactful client deliverables and play an essential role in our benefits renewal cycle.
Monitor competitors and market positioning to inform strategic initiatives.
Work directly with our insurance carrier partners to ensure accurate policy issuance and updates.
Process, organize, and maintain client files, policy documents, and claims data.
Conduct regular audits to verify the accuracy of client and policy records.
Generate reports on policy renewals, claims status, and other metrics.
Monitor policy renewals and assist in the collection of renewals.
Manage and organize client documentation, records, and databases.
Process and verify data for accuracy and completeness.
Prepare and submit RFP’s and manage RFP responses.
Coordinate with other departments to ensure seamless operations.
Enter, update, and maintain records in spreadsheets or databases.
Generate reports for analysis and decision-making.
Act as a liaison between departments to facilitate information flow.
Handle correspondence such as emails, letters, and internal memos.
Support in maintaining confidentiality and security of sensitive information.
Provide administrative support for special projects or initiatives.
Requirements
Bachelor's degree in Business, Marketing, Economics, or a related field.
5+ years of experience.
2-3+ years in administration, internal customer service, analysis or a related field.
Prior experience working in financial services, consulting, or healthcare is highly desired.
Proven ability to create and maintain systems for delivering white glove customer service.
Exceptional project management skills with a track record of managing complex processes.
Excellent communication and interpersonal skills to collaborate across teams and with clients.
Ability to manage multiple priorities, meet deadlines, and maintain high-quality work.
A proactive mindset with a passion for staying ahead of industry trends and ensuring client success.