Existing Business Coordinator

Gallagher•Rolling Meadows, IL

10d•Hybrid

About The Position

Established over six decades ago, EM Benefits, now a part of RPS, provides independent insurance agents with best-in-class products supported by meticulous and knowledgeable service. At RPS, we drive client success with tailored, data-driven insurance, benefits and underwriting solutions. Through exclusive products, market expertise and a client-first mindset, we're here to help provide our clients with a competitive edge. EM Benefits has an exciting career opportunity for an Existing Business Coordinator. The Existing Business Coordinator will assist in maintaining broker relations by servicing existing business accounts in a team environment. This individual will also process eligibility changes, assist with billing inquiries, assist with claim inquiries, etc.. Provide customer service to clients, brokers, and marketing representatives.

Requirements

Minimum of 2 years of related experience preferred.
High school diploma (or equivalent) required.
General data entry skills required.
Life & Health License preferred (or ability to obtain).
Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software required.
Insurance background preferred.
Excellent phone personality and ability to deal with people.
Ability to compose clear and concise letters is required.

Responsibilities

Process and follow-up on existing business inquiries.
Pursue and develop good working relationships with carrier and broker/client.
Maintain workflow to meet the goals established by management.
Maintain and service existing clients (brokers, groups, and members) by providing guidance on issues that arise. I.e., eligibility issues, invoices inquiries, procedures, benefits, etc.
Verify and process applications in accordance with established procedures to ensure accurate billings.
Obtain necessary information for enrollment to maintain accurate membership record and provide confirmations in writing to client on new additions and changed memberships.
Communicate any unusual situation to marketing representative that developed with broker or client.
Responsible to work together as a team with the Marketing Representative and Team Lead so we can assist brokers and clients.
Enter new groups in EM Connect Database.
Enter Production in Salesforce.
Perform other duties and projects as assigned by management.

Benefits

Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program