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Elementary and Secondary School Administrator
Matawan, NJ

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USI Insurance Services

Processing Coordinator - IB P&T

Job Description

Job Details Locations NJ - Matawan Job
ID 32729
Description and Requirements General Description:
Serve a key role with the administration of new business accounts. Provide day-to-day administrative and technical support to operations leaders. Responsible for development of best practices and client utilization reporting of the program. Includes current client activity, newly on-boarded clients, and future utilization to support new business of union and employer business plans.
Responsibilities:
  • Generate multiple Broker reports on a daily basis.
  • Work closely with management to facilitate the set-up of new accounts in applicable systems.
  • Ensure all renewals are processed timely and within the carrier's current guidelines.
  • Process all SharePoint requests within 24 to 48 hours of receiving the request.
  • Generate system reporting and conduct weekly audits to ensure the system is accurate.
  • Work with the Operations Manager and account managers to monitor the progress of projects and processes.
  • Work closely with IT to ensure systems are properly programmed and operating effectively.
  • Process inbound applications, including checking eligibility and reviewing underwriting requirements. Ensure accuracy prior to transmitting to the corresponding carrier.
  • Complete new client set up and confirm the operating system is calculating the rate appropriately.
  • Communicate with carriers daily. Update operating system and account executive/sales producer of pending items.
  • Update the operating system with the final underwriting decision. Issue the applicable certificate package or decline notification.
  • Update the New Business Tracker daily to provide management with the status of the pending/issuance process.
  • Process and issue duplicate policy certificate requests.
  • Process incoming Regulation 60 (Replacements) when indicated on the application.
  • Demonstrate thorough knowledge of all assigned clients. Includes key contacts within a company or association, product lines, and processing procedures.
  • Maintain strong relationships with carriers.
  • Advise management of escalated system issues affecting retention and service levels.
  • Attend educational seminars as necessary.
  • Participate in training new employees as assigned.
Knowledge, Skills and Abilities:
  • 2 years + of insurance experience.
  • High school diploma or equivalent required.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Analytical ability with high attention to detail and accuracy.
  • Strong verbal, written, and interpersonal communication skills.
  • Strong organizational, multi-tasking, and prioritizing skills.
  • Ability to work in a team environment and across all organizational levels.
  • Ability to be flexible and adaptable to changing priorities and deadlines.
  • Ability to follow policies, procedures, and regulations.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .
Salary Range:
$45,000 - $50,000 (depends on experience)