The Financial Services Analyst is part of the Group Benefits Underwriting team and is responsible for the data entry and evaluation of new employer groups and new enrollees to the Self-Funded product. The duties will include:
Enter new group enrollment data to online system and appropriate worksheets
Evaluate group enrollment materials for completeness
Analyzes new business quote/proposal for accuracy
Analyzes broker appointments
Evaluate eligibility and enrollment requirements of new enrollees to employer group plan
Evaluate employer changes
Works collaboratively with sales offices and underwriters to meet company objectives
Build and maintain relationships with internal partners to improve agent satisfaction
Except new functions as assigned

The ideal candidate will have at minimum the following skills and experience:
Prior Underwriting Technician experience
Knowledge of the health insurance market
Demonstrates strong ability to work independently and to adjust schedule to meet service standards
Proven ability to remain focused in fast paced environment
Ability to work collaboratively with sales staff and department staff
Proficient use of Microsoft Office application (Excel and Access)
Proficient use of computer systems
Demonstrates professional phone etiquette and interpersonal skills
Strong written and verbal communication skills