Benefits Administrator III

About the role

The Quoting Coordinator supports the marketing proposal needs of the Wholesale team, including responding to carrier and broker questions, ensuring new business, renewals, and broker of record letters meet carrier requirements, and coordinating day-to-day customer service. The role acts as a liaison between insurance carriers and internal staff, participates in broker meetings, and supports the broker-Emerson Rogers (ER) relationship.

Responsibilities

• Work with brokers based on business value and difficulty level.
• Assist with quoting renewal alternatives and new business.
• Collaborate with Account Executives and vendors to negotiate rates, secure new business, and maintain existing business.
• Process plan changes submitted by Account Executives, Broker Consultants, and Brokers.
• Provide internal staff with follow-up communication and approvals on plan changes and open enrollment issues.
• Deliver renewals to appropriate brokers, save renewal copies to the ER shared drive, and forward renewals to brokers.
• Enter data into the commission database.
• Process new business applications and ensure cases are installed quickly and accurately by the vendor.
• Respond to questions from carriers, internal staff, and brokers.
• Assist with claims and billing problems.
• Update the client database on an ongoing basis.
• Create and maintain case files of critical client information based on implemented workflows.
• Coordinate with the internal team to ensure quality and turn-around times meet ER standards.
• Stay up to date with insurance regulations, carrier plan options, underwriting rules, and value-added programs offered by ER.
• Develop and maintain strong working relationships with carriers, vendors, and internal staff.

Requirements

• 5+ years of employee benefits experience.
• Prior experience in a group benefits environment preferred.
• Bachelor’s degree preferred.
• Must hold a Life & Health license or obtain within three months of hire.
• Knowledge of health and ancillary plans, carriers, and quoting abilities preferred.

Skills

• Strong attention to detail.
• Efficient and accurate administrative and data entry skills.
• Ability to set priorities and manage deadlines.
• Ability to work independently and in a fast-paced, team environment.
• Strong verbal and written communication skills.
• Working knowledge of Microsoft Office Excel, including formatting and formulas.

Benefits

• Medical, wellness, dental, and vision coverage.
• 401(k) retirement plan.
• Flexible spending and health savings accounts.
• Short- and long-term disability insurance.
• Life insurance and other unique employer-sponsored and voluntary programs.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.

Pay

$73,500–$75,000 per year.