Group Insurance Benefit Operations Specialist

7 days ago


Elkhorn, Nebraska, United States OCI Insurance and Financial Services, Inc Full time
About the Role

We are seeking a highly organized and detail-oriented Group Insurance Benefit Operations Specialist to join our team at OCI Insurance and Financial Services, Inc. As a key member of our Benefit Operations Team, you will play a critical role in supporting our agents and carriers by crafting custom sales proposals, handling policy documentation, and providing exceptional customer service.

Key Responsibilities
  • Proposal Creation: Collaborate with agents to create customized sales proposals for group benefits, ensuring accuracy and attention to detail.
  • Carrier Requests: Handle carrier requests, including benefit guidance and policy documentation, to ensure seamless communication and efficient processing.
  • Spreadsheet Development: Develop custom spreadsheets to help agents market to current and prospective clients, utilizing your analytical skills and attention to detail.
  • Customer Support: Respond to inquiries about small business ancillary and worksite products, such as dental, vision, and life insurance, providing detailed information and guidance to agents and clients.
  • Policy Installation: Guide agents through the policy installation process, checking paperwork for accuracy and submitting clean documentation to carriers.
  • Policy Management: Oversee and organize agents' policies, submitted data, and internal business communications, ensuring efficient and accurate processing.
  • Carrier Data Management: Compile and manage carrier data for each group market within the organization, maintaining accurate and up-to-date information.
  • Industry Knowledge: Gain a general understanding of the group health insurance market and ancillary and worksite coverages, staying up-to-date on industry trends and developments.
  • Technology Utilization: Utilize CRM and carrier enrollment platforms specific to the Benefit Operations Department, ensuring efficient and accurate processing.
Requirements
  • Experience: Experience with health insurance is not required, but familiarity with CRM systems and strong written and verbal communication skills are essential.
  • Skills: Strong attention to detail, ability to build relationships, proficiency with Excel, and ability to thrive under pressure are critical skills for this role.
  • Education: A High School diploma or equivalent is required.
About OCI Insurance and Financial Services, Inc.

At OCI Insurance and Financial Services, Inc., we value our employees and provide opportunities for growth and development. We are committed to transforming the insurance industry and making a positive impact in our community. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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