Career Opportunity - Policy Service Worksite Analyst

Description – Assist the Group/Worksite Supervisor with processing and maintaining worksite marketing and list bill coverage. Follow up to group/company administrators to keep all bills paid current and assist with processing bills for all group, worksite and list-billed policies. Assist with balancing and applying payments online for all group, worksite, and list-bills. Help set up new cases, requiring assisting with phone contact with company administrator for worksite products, assembling manuals to be sent to the agent for delivery to the company. Assist with adding and removing members from existing cases, process refunds and allow credits as well as manually figuring and typing notices when necessary. Resolve problems by phone and mail regarding all accounts for all companies. Works with Sales executives, Compliance, Data Processing, Accounting, and Agent Licensing. Assist with answering agent questions on how to set up a list bill account on a Section 125. Help maintain worksite reports on canceled, coded, and issued policies.


Job Requirements


Education – High school diploma or equivalent.

Qualifications – Requires a self starter with good oral and written communications, ability to work independently, meet deadlines, must be very organized and accurate, and have problem solving skills. Type 30-35 wpm. Demonstrated mathematical ability. 10-key by sight or touch. Basic PC skills (Word and Excel).

Working Conditions – Moderate to heavy PC and phone usage. Occasionally bends/stoops, reaches above shoulder level and lifts up to 24 pounds. Rarely squats, crawls, crouches, kneels, balances or pushes/pulls. Non-smoking environment.