Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place. 

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

ESSENTIAL FUNCTIONS

30%  Responsible for providing high level of service to worksite and group administration clients, which includes: 

• Understanding worksite and group products, policies and procedures, including bill reconciliation;
• Knowledge of electronic billing portal, promoting of and understanding of the functionality on both the Assurity billing side and group bill reconciliation side;
• Reconciling worksite and group and individual list bills accurately and timely and assisting other team members as needed;
• Providing information and guidance to employer clients on worksite and group policy provisions and company procedures;
• Following daily schedules for appropriate telephone coverage; and
• Ensuring compliance with company, state and federal regulations, including privacy regulations relating to customer information.

30%   Responsible for daily production of worksite and group administration to meet customer service standards and measurements, which includes:

• Following and meeting established customer service standards and levels;
• Handling employer clients’ inquiries, requests, and relating to premium payments, billing schedule, billing modes, accounting breakdowns, reinstatements, benefit add/delete, surrender/terminations, employee bank drafts, loans, premium refunds, policy suspense, and general maintenance;
• Follow worksite and group products, policies and procedures when it comes to underwriting and WS Client Service procedures;
• Handling employer clients’ requests relating to tobacco change, benefit increases, benefit decreases, and adding and removing dependents:
• Knowledge of Policy Change underwriting rules and procedures, based on State, product, and employer/group and the ability to apply those specific rules when evaluating and approving the policy change requested.
• Ability to determine the new rate once the policy change is completed by reviewing the employe’s plan design and offer letter.
• Following procedures when reversing premiums to correct date of change and ensuring a refund is set if applicable:
• Coordinating with the worksite and group administration case set-up/initial bill setup for new business processing department by making a welcome call to the employer to ensure smooth transition for bill reconciliation;
• Generating and approving group contracts;
• Assisting the claims department as needed with group contract and eligibility issues;
• Monitoring delinquent group report and completing all administrative functions, including policy cancellations relating to policies on this report; and
• Staying abreast of industry-related developments and activities.

20%  Responsible for relationship-building activities with employer clients, which includes: 

• Being knowledgeable about products, procedures, and billing in order to handle all employer service requests;
• Knowledge of employer clients’ business and any other relevant business information;
• Ability to handle conservation efforts;
• Tracking and monitoring employer clients’ requests, follow-ups and outcomes;
• Assisting with employer and/or policyholder mailings and communications; and
• Staying abreast of industry-related developments and activities.

20%  Preforms other functions, which includes: 

• Process improvement planning and implementation;
• Assisting with and participating in team functions and events for the worksite and group administration department; and
• Serving as a member of various committees and implementation teams.

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS

• Three to five years of experience in business or related field required.
• Professional oral and written communication skills required.
• Decision-making ability required.
• Knowledge of worksite and group administration products, policies and procedures beneficial.
• Word processing and spreadsheet software proficiency required.
• Accounting experience beneficial.
• Proven relationship-building skills.
• Telephone and customer service skills.
• Negotiation and conflict management skills.
• Ability to solve problems, analyze situations and make decisions.
• Ability to organize/prioritize a wide variety of information and meet deadlines.
• Ability to work independently.
• Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship, and exactness.

EDUCATION AND CERTIFICATION REQUIREMENTS

• Associate degree, trade school certification or equivalent in related field required.
• Timely progression of completion of LOMA classes for ACS, PCS & FLMI designations.

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

• May require work in excess of 40 hours per week in order to complete functions of position.
• Following daily work schedules for appropriate coverage.