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CRC Insurance Services, Inc. BenefitMall - New Business Processing Associate (Hybrid) in Woodland Hills, California

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role works with brokers and carriers to evaluate new cases and ensure timely approval and processing of applications.

Our employees typically work a hybrid schedule, but we are willing to consider fully remote for the right candidate. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.

At BenefitMall, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, BenefitMall has earned a Top Workplaces USA award three years in a row (2021, 2022, & 2023) based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, BenefitMall could be the place.

REQUIRED RESPONSIBILITIES

• Evaluates new case and add-on risks, assuring timely and quality underwriting by:

  • Evaluating enrollment materials and detailed medical records to determine underwriting actions.

  • Enroll new groups and members on carrier’s online systems.

  • Review final rates, benefit options, and underwriting requirements.

  • Contacting agents/brokers when a case has been reviewed to request additional information.

  • Generating quotes, based on actual enrollment, to ensure accurate premiums are being sent to the carrier.

  • Notifying agents/brokers of overdue premium payments and status of cases, whether the cases are approved, declined, or withdrawn.

  • Adhering to Company confidentiality standards of information.

• Assists in the processing of broker of record change letters and licensing for agents to assure new agents are correctly paid, carrier guidelines are followed, and agents/brokers are properly appointed with each carrier.

• Answer necessary Broker questions.

• Keeps abreast of medical conditions/terminology and insurance products.

• Other projects as assigned

• Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.

• Occasional long, irregular hours

REQUIRED QUALIFICATIONS

• High School diploma or equivalent, with a minimum of one (1) year of underwriting or related medical insurance experience. Associate degree preferred.

• Working knowledge of medical conditions/terminology and insurance products.

• Basic understanding of underwriting principles.

• Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange; proficient in Internet Explorer.

• Communicate effectively with all levels of internal and external personnel, both verbally and in writing.

• Read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts.

• Negotiate with agents and brokers.

• Maintain complete confidentiality of information.

• Determine when problems should be escalated.

• Work in and contribute to a positive team environment.

• Complete tasks on time while managing multiple tasks simultaneously.

The starting hourly wage for this position is $29 - $31.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/) . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)

CRC Group is one of the largest wholesale and specialty insurance product distributors in the United States, providing data-driven insurance solutions for property and casualty, executive and professional, group and individual, and other specialty insurance programs. Learn more at www.crcgroup.com .

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