What are the responsibilities and job description for the DEB - New Case Advocate position at Alera Group, Inc.?
Dickerson Insurance Services, an Alera Group Company is currently seeking a New Case Advocate to join their Employee Benefits team.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you are looking for, this is your chance to be part of an amazing organization!
As a New Case Advocate, you would be Responsible for the review and completion of applications for group medical plans sold to employers before and after submission to carriers and would work closely with Account executives, sales support, management, agent/brokers, and employer group contacts, insurance company representatives.
- Review and qualify all new small business cases for submission to the major medical carriers.
- Follow-up with in-house underwriting requirements with account executives, brokers, or groups.
- Submit cases to carriers and follow through to ensure timely approval.
- Follow-up with carriers to determine if case(s) have been approved or if additional requirements are needed.
- Send Notice of Approval to account executives, brokers, and/or group.
- Assist account executives, brokers/agents, and sales managers as needed.
- Generate quotes in the carrier system and verify the accuracy of the sold rates.
- Process and enter/upload groups using various carrier proprietary systems.
- Stay informed on the current carrier promotions and educate account executives, brokers, and groups as needed.
- Collaborate with account executives to offer options and/or solutions for unique cases using industry and carrier knowledge.
- Build relationships and rapport with carrier underwriters.
- Ability to prioritize urgent cases and meet deadlines and turnaround times, especially during the busiest times of the year (4th Quarter).
- Periodically review and ensure that we have the correct versions of applications and employer documents saved in our system.
- Review carrier audit reports and use them to ensure future clean submissions (Meet each carrier’s clean and complete requirements).
- Prior Small Business Group Underwriting experience is a preferred/plus.
- Be able to work well under the time constraints presented by regular and frequent deadlines. Prompt responses to both written and verbal inquiries.
- Collaborate with all parties involved to get groups approved and meet deadlines.
- Competent ability to work on multiple projects is preferred.
- Excellent communication skills, both written and verbal.
- Excellent prioritization skills.
- Internet savvy as some cases need extensive web research.
