Enrollment Specialist

Brown & Brown Insurance•Remote - Ohio, OH

5d•$18 - $20

About The Position

The Enrollment Specialist plays a critical role in supporting and enhancing customer satisfaction by ensuring the efficient processing of applications for life insurance products. This role requires strong attention to detail, a commitment to accuracy, and the ability to work effectively within tight service-level agreements (SLAs). The ideal candidate will be responsible for reviewing and processing new applications while collaborating with internal teams to ensure a seamless enrollment experience.

Requirements

Strong proficiency in Microsoft Office, especially Excel.
Excellent attention to detail with a strong focus on accuracy and timeliness.
Strong written and verbal communication skills.
Effective time management and organizational abilities.

Nice To Haves

Experience with CRM systems and database management.
Exceptional interpersonal and customer service skills.
Ability to work in a fast-paced and evolving environment.

Responsibilities

Process insurance applications accurately and efficiently.
Review applications for completeness, identifying and requesting any missing information.
Verify customer data using internal systems and/or direct customer communication.
Assess applications to determine if they meet basic underwriting requirements.
Ensure accuracy of data files and resolve inconsistencies in submitted information.
Prepare and send correspondence related to member insurance notices and policy requests.
Issue insurance coverage materials upon successful application processing.
Accurately enter key application data into multiple systems.
Collaborate with internal teams to ensure compliance with enrollment policies and procedures.