Intake Analyst

This is a fully remote position, open to applicants in Florida.

📋 Description

• Assesses the data provided by clients for potential businesses aiming to join the client’s master health plan.

• Analyzes information submitted by companies interested in PEO health benefits to determine risk-based pricing.

• Secures any missing information as needed.

• Identifies discrepancies within the data.

• Inputs data into underwriting tools.

• Engages directly with clients and partners from insurance carriers.

• Reviews all new underwriting requests within 1-3 hours of their receipt.

⛳️ Requirements

• Exceptional attention to detail.

• Strong skills in business communication.

• Ability to rapidly assimilate new processes and manage multiple tasks concurrently.

• Capacity to work effectively as a self-starter, both independently and collaboratively within a team.

• High level of responsibility and autonomy.

• Proficiency in Microsoft Excel and MS Outlook.

• Previous experience in individual, small group, or large group medical underwriting is preferred.

• Experience in a health insurance agency or brokerage setting is preferred.

• Familiarity with the Affordable Care Act is preferred.

• Experience working within the PEO and/or Association industry.

• Understanding of HIPAA rules and regulations.

🏝️ Benefits

• Comprehensive health, wellbeing, retirement, and various financial benefits.

• Paid time off.

• Overtime compensation for non-exempt employees.

• Extensive learning and development programs.

• Reimbursement for job-related expenses in accordance with company policy.

• Employee perks and discounts.