New Business (Benefits) Specialist - Chicago, IL

New Business Specialist

Location: Chicago, IL or Fully Remote Duration: 6 months

Job description The new business job family roles will be responsible for the retrieval, validation, and processing of all worksite and group benefit enrollment files and manual production submissions inclusive of file balancing and audits. The team will be responsible for accurate processing of new enrollments, routing of benefit changes, and handling of termination notifications.

Job responsibilities:

• Ability to work with large data sets and run simple formula (VLOOKUP and logic functions are a plus)
• Perform quality assurance and testing to ensure accuracy of setup and ability to process new business
• Retrieve data files from various enrollment platforms and secure server transmissions; validate format and completeness of information received based upon product requirements, and prepare to load into administrative system
• Review state and product compliance requirements, ensure appropriate approvals have been received
• Provide support to field sales, brokers, and employer groups to resolve issues, collect missing information, and ensure accuracy of information received
• Investigate errors that occur on assigned employer groups, research issue and follow through to resolution partnering with internal stakeholders
• Escalate errors and risks as appropriate to bring to resolution and management intervention
• Meet or exceed department established production and quality goals, ensuring service levels are met
• Provide superior customer support to internal and external customers

Skills:

• Excellent written and verbal communication skills
• Strong attention to detail
• Ability to prioritize and manage multiple priorities in an extremely fast paced environment
• Ability to effectively execute on a task, drive for results, and take accountability for outcomes
• Sound judgment and ability to problem solve and analyze data
• Sound organizational and time management skills
• Must be proficient in MS Office Software, especially Excel, with the ability to use functions including VLOOKUP and simple Formulas

Education and Experience:

Bachelor's Degree strongly preferred 0-2 years of experience in benefit administration strongly preferred Experience in Life, Accident and Health Insurance considered a plus (nice to have)