Large group associate

Job Details:

Job Location: Word and Brown - Orange, CA

Position Type: Seasonal

Salary Range: $21.50 - $21.50 Hourly

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: On-site or remote regular attendance and punctuality are essential functions of the job.
• 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.

Qualifications:

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.

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.