Large Group Associate

Purpose of Position:

The Large Group Associate is a highly organized individual with excellent problem-solving skills and a strong passion for enhancing processes to support the achievement of the large group team’s goals and drive greater efficiencies.

Essential Functions:

• 
  Create Quote Comparison Spreadsheets: Develop and maintain accurate and up-to-date quote comparison spreadsheets for internal and client use.
• Audit Comparison Spreadsheets: Regularly review and audit quote comparison spreadsheets for accuracy and completeness.
• Develop and Support SOPs: Collaborate with the team to develop and update standard operating procedures to enhance efficiency and consistency.
• Support Census Conversions: Assist with census data conversions to ensure seamless transitions and data integrity.
• Proactive Renewal Support: Provide support for renewal processes, ensuring timely and accurate handling of client renewals.
• Membership Uploads and Audits: Oversee and support membership uploads and conduct audits to ensure data accuracy.
• Document Communication Files: Maintain organized documentation for all communications from brokers, carriers, and sales staff, ensuring that all information is accessible and up-to-date.
• Review Quote Processing: Review each quote case daily to ensure it is being processed correctly and in a timely manner. Communicate status updates to brokers and sales staff.
• Support Benchmarking Reports: Assist in the creation and maintenance of benchmarking reports, ensuring accurate and relevant data is used for analysis.
• Attendance and Punctuality: Ensure regular and punctual attendance as this is essential to the success of the role.
• Assist in Problem Resolution: Support the team in resolving any issues that arise during the course of work, working collaboratively with all involved parties.
• Perform Other Business Tasks: Undertake additional tasks or functions as assigned by the manager to support overall business objectives.

Knowledge, Skills & Abilities Required:

• Strong attention to detail and analytical skills.
• Excellent organizational and time-management abilities.
• Proficiency with spreadsheet tools (Excel, Google Sheets, etc.).
• Experience in data analysis, auditing, or related fields preferred.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a team.
• Problem-solving skills with a proactive approach.
• Prior experience in insurance or a related industry is a plus.
• Valid CA Driver's license and transportation is required.
• CA Health Insurance License Preferred
Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines

Educational Requirements:

• High School Diploma required.
• College preferred or 2-3 years minimum of industry experience.

Physical Requirements:

Must be able to sit for extended periods of time, and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.