New Business Underwriting Coordinator I (4440)

Word & Brown Companies•Orange, CA

8d•Hybrid

About The Position

The New Business Underwriting Coordinator is responsible for data entry and quality control of new business cases. This role ensures that minimum submission requirements are met and works closely with New Business Underwriters to support any business needs. The position requires upholding company policies and procedures, verifying submission requirements, and performing data entry for new case submissions into the system. Responsibilities include logging case progress, creating and organizing case folders, and performing quality control on approved cases. The role also involves following up on missing information, adhering to H.I.P.A.A. guidelines, assisting with departmental training, performing UAT testing, and completing various projects and reports. Regular attendance and punctuality, whether remote or on-site, are essential functions of the job.

Requirements

Excellent verbal and written communication skills, especially under pressure.
Ability to handle irate customers in a courteous, patient, calm and positive manner while maintaining a high quality of work.
Computer literate with proficiency in Microsoft Word, Excel and Outlook.
Ability to work independently in a fast-paced environment where deadlines are a priority and handling multiple assignments simultaneously is the norm.
Ability to understand and follow directions.
Team-player and participate in a close team-oriented environment.
Ability to schedule time to complete miscellaneous projects as assigned.
Ability to test new programming as needed.
Attention to detail.
Basic understanding of and ability to follow New Business Underwriting procedures and protocols.
Willingness to ask questions and seek clarification.
Open to learning and personal growth.
Average typing speed of 45WPM.
Maintain a QC score of .003% or better.
Enter 90-100% of the monthly average of members and cases.

Responsibilities

Uphold company policies and procedures as they apply to Choice Administrators programs.
Verifying minimum submission requirements are met.
Complete data entry of new case submissions received via email, API and/or online enrollment into the system.
Log case progress in the Data Entry Turnaround Tool located in the department’s SharePoint site.
Create folders in virtual drive and add case documents.
Create case folders in iManage.
Quality Control all new cases after approval.
Maintain an average Data Entry Error Ratio of 3% or less.
Perform follow up tasks to obtain missing information as needed via telephone and/or email.
Adhere to all H.I.P.A.A. guidelines.
Assist with departmental training needs as assigned by leadership team.
Perform UAT testing on new programming as needed.
Complete miscellaneous projects as assigned.
Assist with updating Instruction Files as assigned.
Complete all monthly department reports by the deadline.
Complete back up duties as needed.
Remote and/or On-Site and/or remote regular attendance and punctuality are essential functions of the job.
Performs other business tasks or functions as assigned.