<p>Description</p> <p>The New Business Underwriting Coordinator is responsible for a broad range</p> <p>of administrative support functions within the Actuarial Division as well as supporting various other</p> <p>Benecon divisions. This is a key position requiring expert skills with computer tools and proficient</p> <p>written, oral, and interpersonal skills.</p> <p>ESSENTIAL DUTIES AND RESPONSIBILITIES:</p> <ul> <li>Assist with the data collection process for new group opportunity submissions. This includes, but is not limited to: </li><li>Reviewing quote requests from Producers to ensure all necessary information has been submitted. </li><li>Initiating contact with Producers to gather necessary information / documentation and ensure information is accurate, complete, and in the correct format (e.g. census data, disclosure forms, benefit highlight sheets, claims experience, etc.). </li><li>Requesting ASO and fully-insured quotes and consortium pricing. </li><li>Initiating contact with groups to complete individual underwriting information. </li><li>Submitting disclosure information to stop loss carriers. </li><li>Monitoring documentation trail and ensuring deadlines are met. </li><li>Ensuring broker-partner's adherence to the Brokerage and Administrative Services Agreement and escalating issues to sales staff when appropriate. </li><li>Respond to email and phone inquiries from Producers with regard to quoted rates. </li><li>Prepare new business quotes for the various Benecon consortiums. </li><li>Create electronic records of all relevant quote data. </li><li>Enter new business opportunities within corporate CRM system. </li><li>Maintain CRM system and other ongoing tools used to service existing accounts on a periodic basis. </li><li>Fill in at the front desk/reception as assigned (approximately 40 hours per year). </li></ul> <p>These duties and responsibilities are intended to describe the general nature and level of work</p> <p>involved for this job. This is not an exhaustive list of all duties or responsibilities.</p> <p>Requirements</p> <p>PHYSICAL REQUIREMENTS:</p> <ul> <li>Must be able to sit or stand and type utilizing computer for up to 95% of the workday. </li></ul> <p>QUALIFICATIONS:</p> <ul> <li>High School Diploma or equivalent required, Bachelor's degree preferred. </li><li>Administrative/sales support experience, preferably in the employee benefits insurance industry, with a basic knowledge of sales program administration and implementation preferred. </li><li>Current, valid Pennsylvania resident insurance producer license preferred - Accident & Health line of authority. Required within 1 year of hire. </li></ul> <p>KNOWLEDGE, SKILLS AND ABILITIES:</p> <ul> <li>Knowledge of group insurance preferred or similar work experience preferred. </li><li>Proficient written and verbal communication skills required. </li><li>Advanced computer skills (Microsoft Word, Excel, Access, and PowerPoint) required. </li><li>Strong organization skills preferred. </li><li>Ability to manage multiple projects / tasks required. </li><li>Must be detailed oriented. </li><li>Ability to articulate thoughts in a clear and concise manner preferred. </li><li>Must be able to develop knowledge of the specific information required in order to prepare quote submissions for rating. </li><li>Proficient data entry skills. </li><li>Must be efficient and deliver quotes within the standard turnaround time. </li><li>Must provide courteous and professional customer service. </li><li>Ability to do repetitive, highly detailed work for significant periods of time without losing quality of work required. </li></ul>