New Business Coordinator, Select

Overview

General Description: Support small employee benefits sales and account management teams. Assist with the effective transition of new business cases from sales to operations.

• Assist with the onboarding of new sales. Work with Select producers and operations team leader/implementation specialist.
• Facilitate the transfer of new sales from the producers to the appropriate operations team member.
• Serve as the subject matter expert for producers on new client implementation forms and processes.
• Assist with the preparation of needed materials for submission of new business to insurance carriers. Includes completing submissions to carrier partners as needed.
• Request information from new clients and carriers and create internal files.
• Maintain a high degree of accuracy in agency management and document management systems.
• Request and monitor new business missing information from clients, producers, and carriers.
• Verify accuracy of commissions on new business cases.
• Ensure accurate and timely response to all outstanding issues.
• Establish and maintain effective working relationships with internal partners, clients, and carriers.

• 1 year Employee Benefits experience.
• College degree preferred.
• Customer service experience preferred.
• Must hold Health, Life and Disability insurance license.
• Knowledge of Benefit Point and Image Right preferred.
• Ability to set priorities and manage deadlines.
• Comfortable with internet-based programs and Microsoft Office products.
• Detail oriented and prioritizes accuracy.
• Ability to work independently and in a team environment.
• Eager to learn new concepts and further professional development.
• Open to feedback and coaching.
• Ability to define problems and generate potential solutions.

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact.
USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates  children, and financial help in times of need.

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build…