Posted:1 week ago|
Platform:
Work from Office
Full Time
Summary Create client documents (policies, certificates, and/or riders) for assigned book of business using tools or templates. Review materials, process new, renewal and maintenance requests to client specific documents and distribute with accuracy and timeliness. Responsibilities Reviews and analyzes implementation materials to create various documents for new and existing business Reviews and analyzes benefits to ensure materials are following legislation and benefit plan design requirements Create policies, certificates, riders using systems and templates Comparing documents from prior to current years to be able to highlight differences Researches, coordinates and responds to questions from internal partners Distributes policy documents to Account Manager and other internal partners as needed Competencies Action Oriented Customer Focus Drive for Results Learning on the Fly Organizing Priority Setting Problem Solving Time Management Knowledge/Skills Required Ability to use Microsoft tools; Knowledge/experience with PDF and Word needed (comparing materials) Strong analytical and problem-solving skills Detail oriented Strong writing ability, communication and interpersonal skills. Good organizational skills with ability to prioritize Ability to work in a matrix environment Basic understanding of matrix partner functions and how they interact High school degree or equivalent required, some college preferred Prior contracts experience preferred
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