About the position
WOONGJIN, Inc. is a rapidly growing team who provides a range of unique, exceptional, and enhanced services to our clients. We have a strong moral code that includes the service of goodness without expectations of reward. We are motivated by the sense of responsibility and servant leadership. The position involves analyzing account specific information and summarizing findings for underwriter review. The role requires researching and providing account executives, team leads, and managers with analysis of account information while ensuring overall regulatory compliance. Responsibilities also include assisting with submission clearance, rating binders, policy issuance, cancellations, endorsements, renewal preparation, new proposals, state and federal filings, and anything else related to employee benefits. The candidate will participate in pre-renewal meetings with account executives, team leads, and managers, issue policies, COI’s, initiate invoicing, handle claims, and follow up with client inquiries as per supervisor’s instructions. Additionally, the role involves ordering, binding, invoicing, and processing new and renewal policies, endorsements, cancellations, and audits.
Responsibilities
- Analyzes account specific information and summarizes findings for underwriter review.
- Researches and provides account executives, team leads, and managers with analysis of account information.
- Ensures overall regulatory compliance.
- Assists with submission clearance, rating binders, policy issuance, cancellations, endorsements, renewal preparation, new proposals, state and federal filings, and anything else related to employee benefits.
- Participates in pre-renewal meetings with account executives, team leads, and managers.
- Issues policies, COI’s, initiates invoicing, handles claims, and follows up with client inquiries.
- Orders, binds, invoices, and processes new and renewal policies, endorsements, cancellations, and audits.
Requirements
- Experience in health insurance (2+ years) is a plus.
- Bilingual in Korean and English is a plus.
- Strong communication and customer service skills.
- Willingness to learn and grow within the company.
