New Business Processing Associate

Job Summary

Evaluating new health insurance cases, the full-time New Business Processing Associate will ensure timely approval and processing of applications while working remotely from the west coast.

Key responsibilities

• Evaluate enrollment materials and medical records to determine underwriting actions and enroll new groups on carrier systems
• Generate quotes based on actual enrollment and notify agents of case statuses, including overdue premium payments
• Assist with broker of record change letters and respond to broker inquiries while maintaining confidentiality standards

Required qualifications

• High School diploma or equivalent with at least one year of underwriting or related group health 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 and maintain confidentiality