Electronic Enrollment Specialist

Transamerica•Cedar Rapids, IA

1d•Hybrid

About The Position

Process and evaluate electronic files submitted by Employee Benefits clients and vendors. Resolve data discrepancies to ensure the timely set up of employee records for the enrollment process.

Requirements

Associate’s degree in a business field or equivalent experience
One year of experience in the insurance/financial services industry
Knowledge of voluntary life or health insurance products and related insurance systems
Understanding of case level documentation (ER application, proposal, Underwriting offer, etc.)
Problem-solving and analytical skills
Attention to detail to accurately load files
Excellent written and verbal communication skills
Ability to consistently meet deadlines and service level standards
Proficiency in FTP & Transtack processing, macros
Proficiency using MS Office
Moderate knowledge of Excel, including formulas

Nice To Haves

Knowledge of .xls, .csv, pipe-delimited and .xlsm (macro-enabled) Excel file types.
Experience with flat file or ASCII text files.
Knowledge of FTP or EDI process
Basic understanding of underwriting concepts, voluntary life and health insurance products and systems helpful.

Responsibilities

Process electronic files submitted by clients and vendors.
Work with clients, vendors and internal resources to resolve issues.
Act as a primary resource for policy level issues and procedures for the electronic enrollment process.
Review pending or rejected electronic applications and identify errors or file discrepancies.
Determine whether application needs to be reviewed by Underwriting or moved to a finalized status.
Review accuracy of case set up for application components to ensure it is complete (e.g. coverage types, issue limits, rates, search keys, etc.).
Coordinate necessary corrections with Client Relationship Manager or Account Implementation Specialist.
Support and execute complex research tasks and communicate the results.
Identify and suggest improvements to electronic processes to ensure a quality product is produced.
Assist with application level testing/implementation of new products and builds, and enhancements to existing electronic enrollment systems.
Receive IT reports regarding pending, issued or rejected policies/certificates.
Work to resolve outstanding issues, ensuring pending policies are processed within department standards.
Establish and maintain excellent communication with Client Relationship Managers, Account Implementation Specialists, Underwriting, electronic enrollment BA, and related business units.

Benefits

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs