Insurance New Business Analyst

Amwins•Hunt Valley, MD

13d

About The Position

Amwins Benefits is a dynamic sales, marketing, and service organization dedicated to the success of health insurance brokers, carriers, and partners throughout the United States. Our mission is to seamlessly connect every point of the benefits journey for brokers, carriers, and their clients with continuous innovation and extraordinary service from passionate people. At Amwins our people are our greatest asset. We hire the best talent in the industry and provide our employees with tools to deliver innovative insurance solutions. Here, talent is valued, success is celebrated, and great teamwork defines our culture. Our collaborative environment is the perfect place for you to contribute meaningful national strategies to a rapidly growing organization. This position is accountable for underwriting all new Small Group ACA business for the entire group of Carrier Partners that we represent. This role effectively collaborates across all areas to ensure a positive customer experience that leads to sales results. The central purpose of this position is to provide a customer-centric focus, model purposeful leadership, and drive sales results for RSM, Brokers, Carrier Partners, and Amwins Benefits. This role models Purposeful Leadership, defined as: Every action taken delivers the BEST customer experience for our brokers, customers, and co-workers.

Requirements

Comprehensive database and Carrier guideline knowledge
Proficient in MS Office software, especially MS Outlook, intermediate Excel, MS teams
Web based audio/video conferencing
Minimum 5 years of related experience; or equivalent of education and experience
Fluent understanding of carrier products and benefits
Experienced and clear understanding of underwriting guidelines

Nice To Haves

Salesforce knowledge and understanding of process flow
Salesforce experience preferred
EaseCentral experience preferred
University degree preferred
Insurance agency experience is preferred
Inside sales experience is preferred
Professional customer service experience strongly preferred

Responsibilities

Provides brokers with timely, solution-orientated responses to their business needs.
Comprehensive review of new business paperwork to qualify the group, employee eligibility and participation and collaboration to find solutions-based results including: Review Master Application, Review Legal & Tax Documents/Quarterly Wage Report for eligible W2 employees, Analyze sold rate quote for plan/rate accuracy, Review Employee Applications / Waivers, Gather ID cards (as needed), Create and send Requirement letter to Broker & Sales Team, Perform regular follow-ups with Broker as needed, Maintain files and update status in Salesforce through lifecycle of each case, Package files for submission to carrier and work with carrier partners to advance group to approval, Audit approval to verify enrollment, final rates and policy info.
Attend all Sales Team meetings to collaborate and strategize to drive sales.
Assist in identifying opportunities for ancillary attachment.
Coordinate with RSM/BSR and Broker regarding opportunities.
Evaluate success / room for improvement and communicate with team.