The New Business Underwriting Coordinator is responsible for a broad range

of administrative support functions within the Actuarial Division as well as supporting various other

Benecon divisions. This is a key position requiring expert skills with computer tools and proficient

written, oral, and interpersonal skills.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Assist with the data collection process for new group opportunity submissions. This includes, but is not limited to:
2. Reviewing quote requests from Producers to ensure all necessary information has been submitted.
3. 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.).
4. Requesting ASO and fully-insured quotes and consortium pricing.
5. Initiating contact with groups to complete individual underwriting information.
6. Submitting disclosure information to stop loss carriers.
7. Monitoring documentation trail and ensuring deadlines are met.
8. Ensuring broker-partner’s adherence to the Brokerage and Administrative Services Agreement and escalating issues to sales staff when appropriate.
9. Respond to email and phone inquiries from Producers with regard to quoted rates.
10. Prepare new business quotes for the various Benecon consortiums.
11. Create electronic records of all relevant quote data.
12. Enter new business opportunities within corporate CRM system.
13. Maintain CRM system and other ongoing tools used to service existing accounts on a periodic basis.
14. Fill in at the front desk/reception as assigned (approximately 40 hours per year).

These duties and responsibilities are intended to describe the general nature and level of work

involved for this job. This is not an exhaustive list of all duties or responsibilities.

PHYSICAL REQUIREMENTS:

1. Must be able to sit or stand and type utilizing computer for up to 95% of the workday.

QUALIFICATIONS:

1. High School Diploma or equivalent required, Bachelor’s degree preferred.
2. Administrative/sales support experience, preferably in the employee benefits insurance industry, with a basic knowledge of sales program administration and implementation preferred.
3. Current, valid Pennsylvania resident insurance producer license preferred - Accident & Health line of authority. Required within 1 year of hire.

KNOWLEDGE, SKILLS AND ABILITIES:

1. Knowledge of group insurance preferred or similar work experience preferred.
2. Proficient written and verbal communication skills required.
3. Advanced computer skills (Microsoft Word, Excel, Access, and PowerPoint) required.
4. Strong organization skills preferred.
5. Ability to manage multiple projects / tasks required.
6. Must be detailed oriented.
7. Ability to articulate thoughts in a clear and concise manner preferred.
8. Must be able to develop knowledge of the specific information required in order to prepare quote submissions for rating.
9. Proficient data entry skills.
10. Must be efficient and deliver quotes within the standard turnaround time.
11. Must provide courteous and professional customer service.
12. Ability to do repetitive, highly detailed work for significant periods of time without losing quality of work required.