New Business Processing Associate

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

📋 Description

• Collaborate with brokers and carriers for employee health insurance to assess new cases.

• Ensure prompt approval and processing of applications.

• Analyze enrollment documents and comprehensive medical records to make underwriting decisions.

• Register new groups and members within carriers' online platforms.

• Examine final rates, benefit selections, and underwriting criteria.

• Reach out to agents/brokers for additional information following case evaluations.

• Produce quotes based on actual enrollments to guarantee accurate premium submissions to the carrier.

• Inform agents/brokers regarding overdue premium payments and case updates.

• Uphold the company's confidentiality standards.

• Handle broker of record change requests and agent licensing.

• Address inquiries from brokers.

• Stay informed on medical terms/conditions and insurance products.

• Complete other assigned tasks.

⛳️ Requirements

• Fluency in the English language is essential.

• High School diploma or equivalent is required.

• At least one (1) year of experience in underwriting or related group health insurance roles.

• Familiarity with medical terms/conditions and insurance products is necessary.

• Basic understanding of underwriting principles is needed.

• Proficient in Microsoft Office, especially Excel, Word, and Outlook Exchange.

• Skilled in using Internet Explorer.

• Strong verbal and written communication skills with both internal and external stakeholders.

• Ability to read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts.

• Capable of negotiating with agents and brokers.

• Commitment to maintaining complete confidentiality of sensitive information.

• Ability to identify when issues should be escalated.

• Contribute positively to a team environment.

• Capable of completing tasks on time while managing multiple responsibilities simultaneously.

• Willingness to work occasional long and irregular hours.

• Ability to sit for extended periods, frequently communicate verbally and audibly, and occasionally stand, walk, bend, crawl, kneel, and lift up to 25 lbs.

🏝️ Benefits

• Medical, dental, vision, life, disability, and AD&D insurance.

• Tax-advantaged savings accounts.

• 401(k) plan with company matching.

• Paid company holidays.

• Vacation and sick leave.

• Parental leave for new parents.

• Restricted stock units available for eligible positions.

• Deferred compensation plan for eligible roles.

• Flexibility of remote work or working from home.