Electronic Enrollment Specialist

Responsibilities

• Process electronic files submitted by clients and vendors.
• Work with clients, vendors, and internal resources to resolve issues.
• Act as a primary resource for policy level issues and procedures for the electronic enrollment process.
• Review pending or rejected electronic applications and identify errors or file discrepancies.
• Determine whether application needs to be reviewed by Underwriting or moved to a finalized status.
• Review accuracy of case set up for application components to ensure it is complete (e.g., coverage types, issue limits, rates, search keys, etc.).
• Cover necessary corrections with Client Relationship Manager or Account Implementation Specialist.
• Support and execute complex research tasks and communicate the results.
• Identify and suggest improvements to electronic processes to ensure a quality product is produced.
• Aid in application level testing/implementation of new products and enhancements to existing electronic enrollment systems.
• Receive IT reports regarding pending, issued, or rejected policies/certificates.
• Resolve outstanding issues, ensuring pending policies are processed within department standards.
• Establish and maintain excellent communication with Client Relationship Managers, Account Implementation Specialists, Underwriting, electronic enrollment BA, and related business units.

Qualifications

• Associate’s degree in a business field or equivalent experience
• One year of experience in the insurance/financial services industry
• Knowledge of voluntary life or health insurance products and related insurance systems
• Understanding of case level documentation (ER application, proposal, Underwriting offer, etc.)
• Problem-solving and analytical skills
• Attention to detail to accurately load files
• Excellent written and verbal communication skills
• Ability to consistently meet deadlines and service level standards
• Proficiency in FTP & Transtack processing, macros
• Proficiency using MS Office
• Moderate knowledge of Excel, including formulas

Preferred Qualifications

• Knowledge of .xls, .csv, pipe-delimited and .xlsm (macro-enabled) Excel file types
• Experience with flat file or ASCII text files
• Knowledge of FTP or EDI process
• Basic understanding of underwriting concepts, voluntary life and health insurance products and systems helpful

Salary and Benefits

The Salary for this position generally ranges between $52,500-$65,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus of 7.5% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.