CRC Benefits - New Business Processing Associate (Hybrid)
CRC Benefits, an industry-leading provider of benefits services, is seeking a New Business Processing Associate to work in a hybrid schedule. The role involves evaluating new cases, ensuring timely approval and processing of applications, and assisting brokers and agents with various tasks related to underwriting and insurance products.
Responsibilities
- Evaluates new case and add-on risks, assuring timely and quality underwriting by:
- Evaluating enrollment materials and detailed medical records to determine underwriting actions
- Enroll new groups and members on carrier’s online systems
- Review final rates, benefit options, and underwriting requirements
- Contacting agents/brokers when a case has been reviewed to request additional information
- Generating quotes, based on actual enrollment, to ensure accurate premiums are being sent to the carrier
- Notifying agents/brokers of overdue premium payments and status of cases, whether the cases are approved, declined, or withdrawn
- Adhering to Company confidentiality standards of information
- Assists in the processing of broker of record change letters and licensing for agents to assure new agents are correctly paid, carrier guidelines are followed, and agents/brokers are properly appointed with each carrier
- Answer necessary Broker questions
- Keeps abreast of medical conditions/terminology and insurance products
- Other projects as assigned
- Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs
- Occasional long, irregular hours
Skills
- High School diploma or equivalent, with a minimum of one (1) year of underwriting or related medical insurance experience. Associate degree preferred
- Working knowledge of medical conditions/terminology and insurance products
- Understanding of health insurance underwriting principles
- Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange; proficient in Internet Explorer
- Communicate effectively with all levels of internal and external personnel, both verbally and in writing
- Read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts
- Ability to negotiate with agents and brokers
- Maintain complete confidentiality of information
- Determine when problems should be escalated
- Work in and contribute to a positive team environment
- Complete tasks on time while managing multiple tasks simultaneously
- Associate degree preferred
Benefits
- Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance
- Tax-advantaged savings accounts
- A 401(k) plan with company match
- Generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more
- Eligible positions may also qualify for restricted stock units