Insurance Operations and Enrollment Specialist

PAA • Harrisburg, PA

15h • Onsite

About The Position

The Pennsylvania Automotive Association (PAA) has been serving the automotive and affiliated industry for over 100 years, providing a variety of services to franchised new car and new truck dealers in Pennsylvania, as well as used dealers and powersports. These services are delivered through a family of companies focused on exemplary customer service. The PA Automotive Association Insurance Agency (PAAIA) oversees and manages three proprietary association/trust products (dental, vision, and life coverages) exclusively for PAA membership. Additionally, PAAIA acts as a full-service broker for most of its insurance membership, offering consolidated billing, full enrollment responsibilities, electronic enrollment processing, quoting support, and carrier remittance/reconciliation functions. The agency manages the complete employee benefits packages, primarily health insurance, for over 550 dealers across Pennsylvania. PAAIA is seeking a teammate with a unique skill set to oversee this role, ideally with both quoting and electronic enrollment experience, though both are not strictly required.

Requirements

• Team-oriented attitude.
• Self-starter with the ability to manage multiple deadlines, shifting priorities, and accuracy-sensitive tasks in a fast-paced service environment.
• Prior experience with electronic enrollment platforms, eligibility processing, case submission workflows, and benefits administration in an insurance, broker, or TPA environment.
• Hands-on experience with quoting portals, carrier quoting tools, census review, proposal comparisons, and quote tracking/reporting is strongly preferred.
• Diverse experience working in Customer Resource Management (CRM) systems.
• A minimum of 5 years’ experience in a similar position, or similar industry experience.
• Deep understanding of employee benefits and claims processes, with an emphasis on health, dental, vision, and life lines of coverage.
• Strong communication skills, process discipline, and attention to detail are essential for managing enrollment accuracy, quoting timelines, and client-facing service responsibilities.
• Strong organizational, analytical, and computer skills, including proficiency in Excel and comfort working across CRM, enrollment, and carrier systems.
• Skills include: MS Excel, data entry, electronic enrollment processing, quote tracking, benefits administration, reporting, and vendor/carrier management.

Nice To Haves

• Quoting experience
• Electronic enrollment experience

Responsibilities

• Support quote development and case preparation by gathering required data, coordinating documentation, and managing timelines across internal teams, carriers, and external partners.
• Prepare and organize census data, plan design details, benefit summaries, claims experience reports, and other required documentation for RFPs, renewals, and new business quotes.
• Work within quoting portals, carrier platforms, and general agent tools to obtain, compare, and track proposals with a high degree of accuracy and timeliness.
• Maintain quote tracking, reporting, and follow-up processes to ensure assigned opportunities move efficiently from request through proposal delivery and implementation support.
• Serve as a primary resource for end-to-end enrollment processing, including maintaining accurate records, coordinating required documentation, and supporting timely eligibility and coverage updates.
• Monitor, maintain, and process daily electronic enrollment activity and related correspondence, including adds, terminations, demographic updates, and life events.
• Provide customer service directly to dealership clients, employees, and carrier partners regarding enrollment status, eligibility, coverage effective dates, and documentation requirements.
• Perform audit, reconciliation, and reporting activities to validate enrollment accuracy, billing alignment, and system updates.
• Support Regional Managers (Sales/Acct Mgmt.) with timely and quality proposals, sold and renewal case coordination, and new client implementations.
• Prepare, collect, and organize all necessary paperwork for case submissions, sold case processing, renewals, and implementation activities while coordinating with internal teams, clients, and external partners.
• Maintain familiarity with benefit summaries, COCs, plan rates, SBCs, census files, claims experience reports, and applicable data requirements to support case setup and ongoing account activity.
• Support implementation and ongoing account coordination across carrier partners, enrollment systems, and internal workflows to ensure smooth transitions and accurate setup.
• Track assigned cases, renewal milestones, and follow-up items to stay ahead of deadlines and support timely service delivery.
• Use spreadsheets and internal systems, including Excel, to support reporting, data validation, account setup, and ongoing administrative functions.
• Work daily in the insurance system to process enrollments, coverage assignments, and any applicable changes.
• Handle full-time enrollment responsibilities for many dealer groups, including new member adds, lines of coverage assignments, demographic changes, and life event activities.
• Process enrollment activity via paper, spreadsheets, and/or online activities.
• Handle incoming general claims calls and emails from dealership clients and associated membership.
• Assist with priority enrollments, ID numbers, and billing issues with all applicable members and carriers.
• Work closely with Regional Managers (Sales/Acct Mgmt. team) on account transitions, system implementations, and carrier set-ups.

Benefits

• Access to generous health/life/dental/vision insurances
• Short-term and long-term disability provided
• A robust 401(k) plan with a 3% safe harbor employer contribution, and up to an additional 6% employer match
• Annual holiday bonus plan
• Flexible Spending Accounts (FSA)
• Qualified educational reimbursement program
• Paid Time Off (PTO)
• Paid holidays include New Years, Good Friday (half-day), Memorial Day, Independence Day, Labor Day, Thanksgiving, Black Friday, and Christmas.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed