New Business Underwriting Coordinator I (4440)

About the role

The New Business Underwriting Coordinator is responsible for data entry and quality control of new business cases. Ensuring minimum submission requirements are met and working closely with New Business Underwriters to support any business needs.

Responsibilities

• Uphold company policies and procedures as they apply to Choice Administrators programs.
• Verifying minimum submission requirements are met.
• Complete data entry of new case submissions received via email, API and/or online enrollment into the system.
• Log case progress in the Data Entry Turnaround Tool located in the department’s SharePoint site.
• Create folders in virtual drive and add case documents.
• Create case folders in iManage.
• Quality Control all new cases after approval.
• Maintain an average Data Entry Error Ratio of 3% or less.
• Perform follow up tasks to obtain missing information as needed via telephone and/or email.
• Adhere to all H.I.P.A.A. guidelines.
• Assist with departmental training needs as assigned by leadership team.
• Perform UAT testing on new programming as needed.
• Complete miscellaneous projects as assigned.
• Assist with updating Instruction Files as assigned.
• Complete all monthly department reports by the deadline.
• Complete back up duties as needed.
• Remote and/or On-Site and/or remote regular attendance and punctuality are essential functions of the job.
• Performs other business tasks or functions as assigned.

Qualifications

• Must have excellent verbal and written communication skills, especially under pressure.
• Ability to handle irate customers in a courteous, patient, calm and positive manner while maintaining a high quality of work.
• Must be computer literate with proficiency in Microsoft Word, Excel and Outlook.
• Must be able to work independently in a fast-paced environment where deadlines are a priority and handling multiple assignments simultaneously is the norm.
• Must be able to understand and follow directions.
• Must be a team-player and participate in a close team-oriented environment.
• Must be able to schedule time to complete miscellaneous projects as assigned.
• Must be able to test new programming as needed.
• Must be able to pay attention to detail.
• Must possess a basic understanding of and ability to follow New Business Underwriting procedures and protocols.