Policy Admin Specialist

About the role

As a Policy Administration Specialist, you will be responsible for creating stop loss proposals and, once the account is bound, for executing and managing the contracting process. This role requires exceptional attention to detail and a service-oriented attitude to provide best-in-class service to all of our customers. Your goal throughout the binding process is to ensure a positive, smooth and hassle-free contracting experience for our clients.

Key Duties & Responsibilities

• Proposal and contract generation
• Broker/Advisor communication
• Data analytics
• Salesforce utilization
• Policy administration
• Underwriting support
• Process optimization
• TPA administration

Skills and Qualifications

We're looking for someone eager to learn the specifics of the Policy Administration department's functions and use their knowledge to be driven, inquisitive and further both the team's and Roundstone's growth. You will receive extensive hands-on training from teammates with the goal of career advancement based on interest and aptitude. Other responsibilities and learning opportunities in other departments may be required on occasion as business levels warrant.

Desired Qualifications

• Bachelor's degree or equivalent experience
• Ability to prioritize projects and deliverables, while maintaining flexibility to accommodate time sensitive requests
• Proficiency in Microsoft Office (Excel, Word, PowerPoint)
• Knowledge of Salesforce.com or similar CRM database applications along with the ability to learn new software systems
• Ability to work with a high degree of independence, creativity and entrepreneurial spirit in a fast-paced, rapidly growing business
• Detail-oriented proficiency with a strong commitment to accuracy

Benefits

• Medical, dental and vision benefits
• Annual bonus
• Dependent care
• 100% match up to max allowable
• Parental leave
• PTO beginning on Day 1
• Tuition reimbursement
• Healthy work/life balance
• Hybrid office schedule
• 401(k) plan with company match
• Employee Assistance Program
• On-site gym with personal trainer access
• Life insurance and short-term disability insurance

More About Roundstone

Headquartered in Rocky River, Ohio, Roundstone is proud to be a Northeast Ohio Top Workplace as recognized by The Plain Dealer and cleveland.com, based on anonymous employee feedback. We foster a supportive, values-driven culture where employees feel engaged, valued, and celebrated. Roundstone has also been named an Inc. 5000 award recipient for eight consecutive years, reflecting our continued growth and success.

Our Core Values

• Live well: Be healthier and bring positive energy to all you do.
• Work smarter: Get things done, better.
• Own it: Accountability is your middle name. Be on time, do what you say, and finish what you start.
• Be intellectually curious: Always be learning. See opportunity everywhere and have a drive to know.