New Business Processing Associate

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

📋 Description

• Collaborate with employee health insurance brokers and carriers to assess new cases and ensure prompt approval and processing of applications.

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

• Register new groups and members on the carriers' online platforms.

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

• Reach out to agents/brokers to request further information following case evaluations.

• Create quotes based on actual enrollment to guarantee accurate premiums are forwarded to the carrier.

• Inform agents/brokers regarding overdue premium payments and case statuses, including approved, declined, or withdrawn cases.

• Comply with company confidentiality policies.

• Handle broker of record change letters and agent licensing.

• Respond to broker inquiries.

• Stay updated on medical conditions/terminology and insurance products.

• Complete additional projects as assigned.

⛳️ Requirements

• High School diploma or equivalent.

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

• Working knowledge of medical conditions/terminology and insurance products.

• Basic understanding of underwriting principles.

• Strong proficiency in Microsoft Office, particularly Excel, Word, and Outlook Exchange.

• Competent in using Internet Explorer.

• Effective verbal and written communication skills with both internal and external personnel.

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

• Capable of negotiating with agents and brokers.

• Ability to maintain complete confidentiality of information.

• Proficient in identifying when issues warrant escalation.

• Ability to work collaboratively in a positive team environment.

• Capacity to manage multiple tasks simultaneously and complete assignments on time.

• Fluency in the English language is required.

• Willingness to work occasional long, irregular hours.

• Ability to sit, frequently speak and hear, 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 match.

• Paid company holidays.

• Vacation and sick days.

• New parent leave.

• Restricted stock units for eligible positions.

• Deferred compensation plan for eligible positions.

• Remote work convenience.

• Equal opportunity workplace.