Electronic Enrollment Specialist

About the role

Process and evaluate electronic files submitted by Employee Benefits clients and vendors. Resolve data discrepancies to ensure the timely set up of employee records for the enrollment process.

Responsibilities

• 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 builds, and enhancements to existing electronic enrollment systems.
• Receive IT reports regarding pending, issued or rejected policies/certificates.
• Work to 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.

What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.