Key skills
CollaborationAccount Management
About this role
Role Overview
- Prepare and review underwritten packets.
- Track daily incoming and outgoing renewals.
- Manage email correspondences of renewal questions.
- Process monthly rates and conduct regular audits for specific needs.
- Maintain database accuracy in Smartsheet and Cadence.
- Communicate closely with Underwriting and Account Management teams.
- Conduct comprehensive, regular audits of projects, tasks, and documentation for accuracy.
Requirements
- High School diploma or equivalent
- 1+ years of experience in the health insurance industry, or insurance industry related environment.
- Experience in Microsoft Office products, including Word, Excel, Adobe Acrobat, Teams, and Outlook.
- Should be proficient in basic Excel formulas such as SUM, DIVIDE, MULTIPLY, and SUBTRACT.
- Using the editing functions in Adobe Acrobat Pro.
- Convert Word documents into PDF files.
- Familiarity with mail merging Word into PDF files would be a plus.
- Have familiarity with the following tools: Smartsheet, SharePoint, OneNote.
- Comfortable in navigating multiple computer software/systems and multi-screen functionality.
- Able to adhere to HIPAA standards.
Benefits
- Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period.
- Life and disability insurance.
- A great 401(k) with company match.
- Tuition assistance, paid parental leave and backup family care.
- Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent.
- Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
- Employee Resource Groups that advocate for inclusion and diversity in all that we do.
- Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability.