New Business Processing Associate

Job Summary

Working remotely, the full-time New Business Processing Associate will evaluate new health insurance cases, ensure timely approval and processing of applications, and assist brokers with necessary documentation and inquiries.

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 and overdue premium payments
• Assist in processing broker change letters and maintain effective communication with brokers regarding their inquiries

Required qualifications

• High School diploma or equivalent, with a minimum of 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, particularly Excel, Word, and Outlook Exchange
• Ability to communicate effectively with internal and external personnel, both verbally and in writing