CRC Benefits - New Business Processing Associate (Hybrid)

CRC Benefits, an industry-leading provider of benefits services, is seeking a New Business Processing Associate to work in a hybrid schedule. The role involves evaluating new cases, ensuring timely approval and processing of applications, and assisting brokers and agents with various tasks related to underwriting and insurance products.

Responsibilities

• Evaluates new case and add-on risks, assuring timely and quality underwriting by:
• Evaluating enrollment materials and detailed medical records to determine underwriting actions
• Enroll new groups and members on carrier’s online systems
• Review final rates, benefit options, and underwriting requirements
• Contacting agents/brokers when a case has been reviewed to request additional information
• Generating quotes, based on actual enrollment, to ensure accurate premiums are being sent to the carrier
• Notifying agents/brokers of overdue premium payments and status of cases, whether the cases are approved, declined, or withdrawn
• Adhering to Company confidentiality standards of information
• Assists in the processing of broker of record change letters and licensing for agents to assure new agents are correctly paid, carrier guidelines are followed, and agents/brokers are properly appointed with each carrier
• Answer necessary Broker questions
• Keeps abreast of medical conditions/terminology and insurance products
• Other projects as assigned
• Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs
• Occasional long, irregular hours

Skills

• High School diploma or equivalent, with a minimum of one (1) year of underwriting or related medical insurance experience. Associate degree preferred
• Working knowledge of medical conditions/terminology and insurance products
• Understanding of health insurance underwriting principles
• Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange; proficient in Internet Explorer
• Communicate effectively with all levels of internal and external personnel, both verbally and in writing
• Read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts
• Ability to negotiate with agents and brokers
• Maintain complete confidentiality of information
• Determine when problems should be escalated
• Work in and contribute to a positive team environment
• Complete tasks on time while managing multiple tasks simultaneously
• Associate degree preferred

Benefits

• Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance
• Tax-advantaged savings accounts
• A 401(k) plan with company match
• Generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more
• Eligible positions may also qualify for restricted stock units