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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Assists New Business Analysts in the workflow of case submission.

Our employees work a hybrid schedule. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.

At BenefitMall, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, BenefitMall has earned a Top Workplaces USA award three years in a row (2021, 2022, & 2023) based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, BenefitMall could be the place.

REQUIRED RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Monitors receipt of new and renewing cases.

• Handles logging all cases in/out of internal systems; including, but not limited to BenefitPoint and SalesForce.

• Handles scanning and indexing submissions into the corporate document imaging system.

• Notifies broker of receipt of business.

• Handles data entry of new business and renewals in the carrier system.

• Confirms Agent/Agency appointments on new cases.

• Sends out any necessary appointments to Agent/Agency and follows up through completion.

• Follows up with carrier to obtain carrier approval and policy number; communication of approved policy to the broker.

• Distribution of carrier renewal to broker; including updating all BenefitMall systems.

• Reconciles and packages daily case submission to carrier.

• Assists in generation of carrier quotes.

• Handles COBRA .

• Assigned misc. projects.

• Other duties 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.

REQUIRED QUALIFICATIONS

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• A minimum of 2 years related administrative experience.

• Experience with MS Office products.

• Knowledge of SalesForce.

• Knowledge of the Internet.

• Good understanding of group insurance and carrier procedures.

• Knowledge of insurance sales submission requirements.

• Communicate effectively with internal and external personnel, both verbally and in writing.

• Read, comprehend, and interpret job-related documents.

• Strong attention to detail.

• Good organizational and follow up skills.

• Type a minimum of 30 words per minute.

• Develop and maintain good relationships at all levels within the company and with agents, brokers, and/or carrier representatives.

• Work in and contribute to a positive team environment.

• Manage multiple tasks simultaneously.

The starting hourly wage for this position is $22.00 - $27.50.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/) . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)

CRC Group is one of the largest wholesale and specialty insurance product distributors in the United States, providing data-driven insurance solutions for property and casualty, executive and professional, group and individual, and other specialty insurance programs. Learn more at www.crcgroup.com .