New Business Processing Associate

Job Summary

Evaluating new cases and ensuring timely processing of applications, the full-time remote New Business Processing Associate will collaborate with brokers and carriers while managing enrollment materials, underwriting actions, and premium notifications.

Key responsibilities

• Evaluate new case and add-on risks to assure timely and quality underwriting
• Assist in processing broker of record change letters and licensing for agents
• Generate quotes based on actual enrollment and notify agents of premium payment statuses

Required qualifications

• High School diploma or equivalent, with at least one year of underwriting or related medical insurance experience; Associate degree preferred
• Working knowledge of medical conditions/terminology and insurance products
• Basic understanding of underwriting principles
• Strong knowledge of Microsoft Office, especially Excel, Word, and Outlook Exchange
• Ability to communicate effectively with internal and external personnel