New Business Operations Specialist

Found in: Appcast US C2 - 1 week ago

Rochester, United States Paladin Consulting, Inc Full time
Paladin Consulting is currently hiring a New Business Operations Specialist to join our team working onsite at our client's office located in Rochester, NY.

We work with companies that offer environments for our employees to contribute, learn, and advance their career. We treat you like you are part of the family.

Job Title:New Business Operations Specialist
Work Location: Rochester, NY
Duration: Long-term contract with option to extend or hire
Education/Experience Required: High school diploma required; AAS in Management, Business or Finance preferred

Job Description & Responsibilities :
  • Responsible for daily processing / data entry / validation of records and maintenance of new and existing insurance accounts. Maintain a high level knowledge of the products and services supported by the client's Insurance Agency, Inc. Provide customer service and support to both internal and external clients.
  • Performs data entry of confidential client information and is responsible for the security of this information as files are loaded into client systems.
  • Initiates timely new account setup and process all documentation related to setup and maintenance of new or existing accounts for Workers Compensation and other insurance lines.
  • Responsible for meeting department quality and productivity standards relative to data input and established timelines.
  • Maintains required documents and records to ensure compliance with all applicable state and federal insurance regulations.
  • Provides necessary documentation to states and federal insurance agencies as well as our insurance partners as required.
  • Responsible for the accuracy and integrity of the clients financial and insurance transactions to ensure client satisfaction.
  • Responds to inbound inquiry calls or e-mails and places outbound calls or e-mails to clients, insurance partners, and other offices as required by the business unit in order to complete new account setup.
  • Researches and resolves product and service related issues from clients, and internal and external partners to ensure client satisfaction.
  • Maintains accurate recording of all internal and external communications used for the accurate and timely setup, service and maintenance of new or existing insurance accounts.
  • Maintains positive and professional relationships with clients, and internal and external partners to ensure client satisfaction.
  • Utilizes multiple computer software applications in conjunction with carrier and bureau web-sites to perform their job duties. Internal systems to include HRIS, WebORS, Core Advanced Payroll Application, and other Microsoft Access databases in order to ensure the proper set up of new insurance policies and to respond to all client inquiries.
  • Demonstrates knowledge of payroll generated reports and charges as they relate to all insurance products/services administered by the client's Insurance Agency, Inc.
  • Demonstrates knowledge of the Workers Compensation Payment Service Agreement and ensures new clients are meeting their obligations.
  • Participates in product related projects or training sessions as required.
  • Other duties as assigned.
Skills & Qualifications :
  • High School Diploma Required.
  • AAS in Management, Business or Finance preferred, and a minimum of one year customer service/insurance related experience or the equivalent combination of education and experience
  • Basic knowledge of Microsoft Office
  • Strong written and verbal communications skills
  • Analytical and mathematical skills
  • Strong prioritization and organizational skills
  • Multi-tasking abilities, versatility, and ability to operate in a fast-paced, high volume environment
  • Property & Casualty insurance license is a plus
For more information or to view other opportunities, visit us at www.paladininc.com.

Paladin is an EEOC employer.

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