Benefits Administrator I
USI Insurance Services · Charlotte, NC · 2 wk ago
Human ResourcesFull-time
Description and Requirements
The Benefit Administrator I is responsible for preparing accurate and timely insurance quotes to support brokers and sales teams. This role works closely with carriers, underwriters, and internal partners to ensure competitive pricing, guidelines, and a smooth quoting process from request through delivery.
Responsibilities
- Review, analyze, and prepare information for small and large group RFP’s across multiple states.
- Process carrier quotes through carrier systems, Rating HUB, or direct submission to carriers.
- Maintain a strong working knowledge of state-specific and carrier-specific quoting requirements.
- Create and manage portals for IMQ collection; monitor completion status and communicate updates to the broker or AE.
- Review carrier proposals for accuracy and completeness.
- Track quote status and follow up with carriers to meet deadlines and service-level expectations
- Create and present quotes in a clear, professional format for the broker or AE.
- Provide regular status updates to broker or internal staff on quotes, underwriting progress, and outstanding requirements.
- Create and maintain accurate census spreadsheets in carrier-required formats.
- Update the client database on an ongoing basis and create/maintain case files containing critical client information in accordance with established workflows.
- Cookordinate with team members to ensure service and turn-around times meet Emerson Rogers standards.
- Develop and maintain strong working relationships with carriers and internal staff.
Requirements
- Entry level position. 1 year of employee benefits experience preferred.
- A High School Diploma or GED degree required. A Bachelor’s degree is a plus.
- Familiarity with benefit plans is a plus. Eagerness to learn new concepts and further professional development is important.
- A working knowledge of Microsoft Office Excel, including experience with data entry, formatting, and formulas, is essential.
- Accuracy and attention to detail, time management and prioritization, analytical and problem-solving skills, professional communication with internal and external partners, and the ability to adapt to changing carrier requirements and timelines are key.
Key Skills & Competencies
- Accuracy and attention to detail
- Time management and prioritization
- Analytical and problem-solving skills
- Professional communication with internal and external partners
- Ability to adapt to changing carrier requirements and timelines