1.Prepare paperwork for sold case installation and coordinate necessary enrollment material. Communicate with brokers and sales representatives to ensure that installation and amendment expectations are met.
2.Intake complex information from multiple sources. Request additional information from clients or brokers to ensure complete and accurate documentation of detailed information, which will be presented to the assigned PPI Case Installation Analyst (CIA).
3.Analyze the needs and required outcome unique to each client. Anticipate and communicate additional considerations at the onset, reducing need for rework.
4.Assist with defining and communicating enrollment requirements, review enrollment data using spreadsheets or files, and assist with data comparison and cleanup. Coordinate with the client to clarify data issues before importing into PPI.
5.As the interim client contact at PPI, be the spokesperson for onboarding the client. Obtain additional clarification or information as determined by PPI's CIA, carrier, or other party.
6.Perform system demonstrations and client training on PPI's administrative platforms, ensuring a clear client understanding of PPI's and their own required activities and options. Be able to explain various procedures to a client, including but not limited to EoI approval, billing, SelfEnroll, COBRA, special incoming or outgoing data file options, etc.
7.Conduct all necessary data analysis for input/maintenance of sales/financial data into CMT which may include: managing data input and manipulation to yield accurate sales reporting, tracking/updating of status/sold group information, and maintaining inactive files.
8.May have responsibilities for the quoting coordination and follow-up with underwriters and carriers for life, disability, dental and medical coverages. Prepare results in and distribute custom spreadsheets and proposals using Microsoft Word and Excel.
9.Understand rate calculations, eligibility rules, and EoI requirements for many coverage types including but not limited to life, disability, dental and medical coverages.
10. Perform other job related duties or special projects as required.
Provide prompt, courteous and excellent service at an acceptable cost to all customers and operate in accordance with State and Federal law, the company's Statement of Business Practices, Affirmative Action, Diversity and other standards. Actively cooperate and interact with all entities of NFP.
Bachelor's degree or equivalent and 1-2 years of experience in a related field are preferred. General math skills are required, and basic analytical skills are preferred.
Computer skills are required, as is the ability to type 35 cwpm. Must be able to maintain accuracy while also maintaining attention to detail.
Must be able to perform a variety of tasks with limited direction, relying on training and judgment. Must have excellent planning/organization, problem-solving, time management, decision-making, and oral and written communication skills.
Familiarity with standard group underwriting concepts, practices, and procedures preferred. The ability to maintain confidentiality is required.
National Financial Partners Corp.