Responsibilities
- Process electronic files submitted by clients and vendors.
- Work with clients, vendors and internal resources to resolve issues.
- Act as a primary resource for policy level issues and procedures for the electronic enrollment process.
- Review pending or rejected electronic applications and identify errors or file discrepancies.
- Determine whether application needs to be reviewed by Underwriting or moved to a finalized status.
- Review accuracy of case set up for application components to ensure it is complete (e.g. coverage types, issue limits, rates, search keys, etc.).
- Coordinate necessary corrections with Client Relationship Manager or Account Implementation Specialist.
- Support and execute complex research tasks and communicate the results.
- Identify and suggest improvements to electronic processes to ensure a quality product is produced.
- Assist with application level testing/implementation of new products and builds, and enhancements to existing electronic enrollment systems.
- Receive IT reports regarding pending, issued or rejected policies/certificates.
- Work to resolve outstanding issues, ensuring pending policies are processed within department standards.
- Establish and maintain excellent communication with Client Relationship Managers, Account Implementation Specialists, Underwriting, electronic enrollment BA, and related business units.
Qualifications
- Associate’s degree in a business field or equivalent experience
- One year of experience in the insurance/financial services industry
- Knowledge of voluntary life or health insurance products and related insurance systems
- Understanding of case level documentation (ER application, proposal, Underwriting offer, etc.)
- Problem-solving and analytical skills
- Attention to detail to accurately load files
- Excellent written and verbal communication skills
- Ability to consistently meet deadlines and service level standards
- Proficiency in FTP & Transtack processing, macros
- Proficiency using MS Office
- Moderate knowledge of Excel, including formulas
Preferred Qualifications
- Knowledge of .xls, .csv, pipe-delimited and .xlsm (macro-enabled) Excel file types.
- Experience with flat file or ASCII text files.
- Knowledge of FTP or EDI process
- Basic understanding of underwriting concepts, voluntary life and health insurance products and systems helpful.
Working Conditions
- Hybrid Office Environment (Denver or Cedar Rapids)
The Salary for this position generally ranges between $52,500-$65,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus of 7.5% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
- We will never request personal information such as ID or payment for equipment upfront.
- Official offers are sent via DocuSign following a verbal offer—not through text or email
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.