What are the responsibilities and job description for the Policy Administration Coordinator position at U.S. Retirement & Benefits Partners?
About U.S. Retirement & Benefits Partners
We are a leading provider of employee benefits, compliance, and HR consulting services to both the private and public sectors.
About the Job
We are seeking a skilled Policy Administration Coordinator to join our team at our Partner Firm, SF&C located in Owings Mills, MD. This role involves answering ongoing calls from clients, agents, and carriers to resolve issues and clarify data related to new and existing insurance policies.
Key Responsibilities:
- Answer phones and emails, responding to basic questions regarding new and existing policies in terms of policy status, type, terms, and coverage.
- Track calls, documents notes and resolution in the administration system, and resolve issues as quickly and accurately as possible.
- Escalate issues as needed to Customer Care Supervisor.
- Assist with discrepancy reports, researching and correcting client and carrier data, as needed.
Requirements:
- At least one year in an office environment, insurance industry experience is helpful.
- Proficient computer skills using Excel and Word at a basic to intermediate level.
- Ability to learn document indexing software, a cloud-based database system.
- Excellent verbal communication skills using English language.
