Enrollment Technology Specialist

Classification: Full-Time (37.50 hours/week), Hourly, Non-Exempt

Role

Assists the Internal Service Representative (ISR) in the day-to-day processing of enrollments, changes, and terminations. Also works directly with the Benefit Consultant (BC) to complete the necessary paperwork for all carrier submissions ensuring a smooth transition from one carrier to another. Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

Responsibilities

Subsequent Applications

• Processes all subsequent applications received directly from the ISR by email.

• Prior to processing the request, reviews all information for accuracy by examining any correspondence between the client and ISR that is included as well as all attached documents.

Submissions – Manages the full submission process

• Contacts the client for additional/missing information.

• Transfers all employee data from the final scrubbed applications to the Carrier Enrollment Spreadsheet Census.

• Ensures all necessary items are included in the submission.

• Keeps Team informed throughout the process.

• Follows up with the carrier for final results.

• Once the first Carrier invoice is generated, compares it against the Client’s final enrollment census or applications for accuracy.

Benefit Point

• Creates the appropriate activity in BP documenting the work order received by the ISR as well as attaching proof of processing / carrier confirmation.

Miscellaneous

• Train and Mentor other ETS’s.

• Assist with special projects as needed.

• Attends training opportunities to increase industry knowledge and practical abilities.

Core Competencies

• Prioritize and independently manage workload to ensure efficient, timely, and accurate administration of established workflows.

• Positive attitude with the desire to learn and grow.

• Strong organizational skills, including daily prioritizing and logical thinking

• Able to work with others in teams; able to work with those who perform similar jobs as well as complementary roles.

• Promotes cooperation and shared successes throughout the company.

• Shares ideas for improvement that are oriented around solutions and blameless problem solving.

• Operates in a fast-paced, energetic environment and welcomes change.

• Models and exemplifies the HUB Fundamental 5.

Performance Criteria

• All subsequent applications processed within three business days from time of receipt.

• Activity created and confirmation attached in BP immediately after processing.

• 95% accuracy in processing applications.

• 95% accuracy in processing submissions.

• 90% success in sending weekly submission status reports by end of day Friday (manager and all team members).

Reporting/Accountability

• Reports to: EB Operations Manager

• Responsibility and Accountable to: Producer, Benefits Consultant, Account Manager

• Supervises: None

This document is for internal use only. It is not intended to be all-inclusive position description, but to provide a general scope of the person and the role by outlining the primary responsibilities, core competencies, reporting structure, and performance criteria required to succeed. It is not a contract.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.