What are the responsibilities and job description for the Data Solutions Specialist position at Amwins?
Amwins Connect is a dynamic sales, marketing, and service organization dedicated to the success of health insurance brokers, carriers, and partners throughout the United States. Our mission is to seamlessly connect every point of the benefits journey for brokers, carriers, and their clients with continuous innovation and extraordinary service from passionate people.
At Amwins our people are our greatest asset. We hire the best talent in the industry and provide our employees with the tools to deliver innovative insurance solutions. Here, talent is valued, success is celebrated, and great teamwork defines our culture. Our collaborative environment is the perfect place for you to contribute meaningful national strategies in a rapidly growing organization.
The Data Solutions Specialist position is accountable for providing exceptional data focused support to RSMs, Brokers, and the Amwins Connect sales team through a high level of professionalism, a consistently positive attitude and a proactive, energetic approach toward completion of internal sales support tasks. This position works closely with the NBA team to assist in processing Amwins Connect new business.
This role effectively collaborates across all areas to ensure a positive customer experience that leads to sales results.
Responsibilities
At Amwins our people are our greatest asset. We hire the best talent in the industry and provide our employees with the tools to deliver innovative insurance solutions. Here, talent is valued, success is celebrated, and great teamwork defines our culture. Our collaborative environment is the perfect place for you to contribute meaningful national strategies in a rapidly growing organization.
The Data Solutions Specialist position is accountable for providing exceptional data focused support to RSMs, Brokers, and the Amwins Connect sales team through a high level of professionalism, a consistently positive attitude and a proactive, energetic approach toward completion of internal sales support tasks. This position works closely with the NBA team to assist in processing Amwins Connect new business.
This role effectively collaborates across all areas to ensure a positive customer experience that leads to sales results.
Responsibilities
- Data management into a variety of output formats and systems
- Upload and manipulate enrollment data files (both CSV and PDF)
- Perform data analysis and convert data into workbooks
- Create pre-formatted spreadsheets using digitized data and PDF data
- Create and transmit EDI/API output
- Create post sale final rate quotes using carrier quoting engines.
- Submission of groups to carrier (portal and non-portal)
- Appointment checks
- Finalization process to close out business in CRM
- Salesforce data maintenance
- Provides internal and external customers with timely, solution-orientated responses to their business needs
- Carrier guideline knowledge preferred
- Proficient in MS Office software, especially MS Outlook, intermediate Excel, MS teams
- Web based audio/video conferencing
- Salesforce experience preferred
- EaseCentral experience preferred
- University degree preferred
- Ability to manage competing priorities, and negotiate mutually successful outcomes
- Detail-oriented, ability to handle variety of tasks
- Collaborate and Partner effectively with internal and external teams
- Mentor assigned employees and new hires to develop their full potential
- Comprehensive organizational skills
- Clear, professional oral and written communication skill.
- Strong problem-solving skills and solutions-oriented mind-set
- 0-2 years of related experience; or equivalent of education and experience
- Insurance agency experience is preferred
- Professional customer service experience strongly preferred
- Understanding of underwriting guidelines preferred
