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Underwriting Assistant
Matawan, NJ
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New Business Support Associate 90 Matawan Road, Matawan, NJ 07747 $52,000 - $58,000 a year - Full-time Apply with Indeed Company Overview OneHealth is a fast growing company in the Health Insurance and Employee Benefits space. We expect a high level of initiative, performance, execution, and accountability from every member of our team. In return, we offer unmatched opportunities for growth, meaningful bonuses, career advancement, and the chance to help shape the future of a company with real momentum. We are committed to constant improvement. Our mission is to deliver a best-in-class experience to our partners, brokers, and clients. Our core offering is a premium Major Medical Health Plan that uses the Cigna PPO Network. While we are a Private Health Plan at our core, our competitive edge comes from the technology, marketing, processes, and systems we have built that often exceed what even the largest carriers can offer. We take pride in being a service first organization. We do not settle for average. In an industry where the bar is often low, we aim to raise it every day. OneHealth is a place where progress is constant and challenges are embraced. It is fast paced and full of opportunity, with fresh problems to solve, new wins to celebrate, and momentum that keeps growing. We are building a company with purpose, and we are building it together. If you want a job with a paycheck, this is not the place. If you want a career where you can challenge yourself, where your effort is respected, your results are rewarded, and your potential is unlimited, we want to hear from you. Role Overview The New Business Support Associate is responsible for providing administrative, data, and project support to OneHealth's New Business and Underwriting teams. Reporting to the New Business Operations Manager and working closely with the New Business Support Specialist, this role handles the detailed behind the scenes work required to keep new business opportunities organized, accurate, and moving forward efficiently. This position is ideal for someone who is highly proficient in Excel, comfortable working with large amounts of data, and exceptionally detail oriented. You will organize and validate census information, complete data entry and system updates, gather information needed by Underwriting, track outstanding requirements, and follow up internally to keep projects moving. The ideal candidate is highly organized, technically proficient, comfortable managing multiple assignments simultaneously, and takes pride in producing accurate work. Key Responsibilities As the New Business Support Associate , you'll provide critical administrative, data, and project support to the New Business and Underwriting teams, helping ensure information is accurate, organized, and completed on time.
Your key responsibilities include:
Data Management & Excel Support Organize, sort, filter, and prepare census data within Excel Review incoming spreadsheets and data files for completeness, formatting, and accuracy Clean and standardize data to ensure information can be efficiently reviewed and processed Compare information across spreadsheets, CRM records, and internal systems to identify discrepancies Maintain accurate and organized files supporting new business opportunities Perform recurring data entry and system updates with a high degree of accuracy New Business Administrative Support Support the New Business Support Specialist with the preparation and organization of new business opportunities Gather required information, documents, census files, and supporting materials for prospective groups Enter and maintain new business information within HubSpot and other internal systems Track outstanding information and documentation required to move opportunities forward Maintain organized records for active opportunities and ensure information remains current Assist with recurring administrative tasks that support quoting, proposal preparation, and new business processing Underwriting Support & Data Collection Support OneHealth's Underwriters by gathering and organizing information required for underwriting review Prepare census and supporting data for review based on established procedures Track outstanding underwriting requirements and follow up with the appropriate internal teams Assist with organizing applications, questionnaires, supporting documentation, and other underwriting materials Ensure information provided to Underwriting is complete, organized, and accurately entered into applicable systems Maintain visibility into outstanding requests and follow through until required information has been received Project Tracking & Follow Up Maintain trackers, task lists, and project documentation for assigned new business and underwriting initiatives Monitor deadlines and outstanding action items to ensure work continues moving forward Follow up with internal team members regarding missing information, open requests, and approaching deadlines Manage multiple assignments simultaneously while maintaining organization and accuracy Communicate project status, outstanding requirements, and potential delays to the New Business Support Specialist Take ownership of assigned tasks and consistently follow through to completion Quality Control & Operational Support Review completed work carefully before submission to ensure accuracy and completeness Identify missing, inconsistent, or potentially inaccurate information and escalate issues when appropriate Follow established procedures for data entry, documentation, and new business processing Maintain accurate CRM records and internal documentation Support reporting, data cleanup, and other operational projects as assigned Identify recurring administrative or data issues and communicate opportunities to improve efficiency and accuracy Required Qualifications 1 to 3 years of professional experience in data entry, administrative support, sales support, operations, finance, insurance, or a related role preferred Strong proficiency in Microsoft Excel, including sorting, filtering, formulas, data organization, and working with large spreadsheets Strong and effective communication skills Strong written, verbal, and interpersonal communication skills Exceptional attention to detail with a demonstrated commitment to accuracy Strong organizational and multitasking capabilities Experience working with CRM, ERP, or other business software platforms preferred Ability to manage multiple assignments, deadlines, and requests simultaneously Comfortable performing detailed and repetitive work while maintaining consistent accuracy Technically proficient with the ability to quickly learn new systems and processes Skills & Attributes Technically proficient and quick to learn new systems Problem solver who is comfortable taking initiative and ownership Highly organized with strong attention to detail and data accuracy Checks work carefully to ensure accuracy and quality Strong Excel and data organization skills Strong ability to manage multiple projects and priorities simultaneously Strong and effective written and verbal communication skills Disciplined follow through with a commitment to completing assigned work Comfortable working with spreadsheets, systems, and detailed information throughout the day Able to identify discrepancies and determine when additional information or assistance is required Personal Traits Reliable, accountable, and consistent in execution Detail oriented and methodical in completing work Self motivated with a strong sense of responsibility Comfortable working independently within established processes Adaptable and able to shift between multiple assignments and priorities Patient and focused when completing detailed or repetitive work Collaborative and willing to support different members of the team as needs arise Eager to learn and develop within New Business, Operations, and Underwriting Takes pride in producing accurate, organized, and high quality work Compensation & Benefits Base salary: $52,000 to $58,000 annually based on experience Annual performance based bonuses Full-time employment with a comprehensive benefits package including health, dental, vision, and 401(k) Paid time off and professional development opportunities Why Join Us? Build a strong foundation in new business operations, underwriting support, data management, and employee benefits Work directly alongside experienced New Business and Underwriting professionals Develop advanced skills in Excel, business systems, project coordination, and operational processes Join a growing organization with opportunities to take on additional responsibility as you develop Be part of a team where accuracy, ownership, initiative, and strong performance are recognized and rewarded
Pay:
$52,000.00 - $58,000.00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Application Question(s): Describe your experience using Microsoft Excel in a professional setting. What tools do you use most frequently? Describe a time you identified an error or discrepancy in a spreadsheet, report, or system. How did you identify and resolve it? How do you organize and prioritize your work when managing multiple assignments, deadlines, requests from different team members?
Education:
Bachelor's (Required) Ability to
Commute:
Matawan, NJ 07747 (Required)
Work Location:
In person
Benefits
Paid Time Off (PTO)
401(k) Plans
Professional Development
Health Insurance
Review key factors to help you decide if the role fits your goals.