New Business Processing Associate – Employee Benefits
CRC Insurance Services
full-time
Posted on:
Location Type: Hybrid
Location: Woodland Hills • California • United States
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Salary
💰 $55,000 - $66,000 per year
About the role
- Works with brokers and carriers to evaluate new cases and ensure timely approval and processing of applications
- Evaluates new case and add-on risks, assuring timely and quality underwriting
- Evaluating enrollment materials and detailed medical records to determine underwriting actions
- Enroll new groups and members on carrier’s online systems
- Review final rates, benefit options, and underwriting requirements
- Contacting agents/brokers to request additional information
- Generating quotes based on actual enrollment to ensure accurate premiums
- Notifying agents/brokers of overdue premium payments and status of cases
- Assists in the processing of broker of record change letters and licensing for agents
Requirements
- High School diploma or equivalent
- Minimum of one (1) year of underwriting or related medical insurance experience
- Associate degree (preferred)
- Working knowledge of medical conditions/terminology and insurance products
- Basic understanding of underwriting principles
- Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange
- Communicate effectively with all levels of internal and external personnel, both verbally and in writing
- Read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts
- Negotiate with agents and brokers
- Maintain confidentiality of information
- Determine when problems should be escalated
- Work in and contribute to a positive team environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
underwritingmedical insurance experiencemedical terminologyunderwriting principlesenrollment processingquote generationpremium calculation
Soft skills
effective communicationnegotiationproblem escalationteam collaborationconfidentiality
Certifications
High School diplomaAssociate degree