PRIMARY PURPOSE:

This position is responsible for reviewing assigned new groups, additions, prescreens, requirements, and complete follow ups within established time frames. 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Order necessary requirements based on group material submitted for completeness
• Analyze the risk factors on an enrollment form; apply appropriate medical risk for sound risk decisions utilizing approved medical guidelines provided
• Evaluate eligibility of the business (this includes participation, legitimacy of the business)
• Process data on web based underwriting applications, and appropriate worksheets
• Serve as subject matter expert and contact for North Star Marketing and TPA, works collaboratively with sales offices to meet company objectives
• Conduct user acceptance testing, adhering to test plans, and meeting all delivery dates 
• Establish and maintain strong working relationships with outside vendors and acts as liaison between staff and vendor
• Analyze new business quote/proposal for accuracy
• Analyze broker appointments
• Evaluate eligibility and enrollment requirements of new enrollees to employer group plan
• Evaluate employer changes, such as waiting period change requests, appeals from businesses and TPA
• Build and maintain relationships with internal partners to improve agent satisfaction
• Assist with special projects or requests
• Process and assess risk reissue reports monthly for Actuary Department on a variety of requested data reports

REQUIRED SKILLS AND COMPETENCIES:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Strong medical terminology and/or understanding of anatomy
• Bachelor’s Degree or Insurance-related work experience
• Business, finance, economics, and mathematics are particularly helpful.
• Knowledge of the health insurance market
• Demonstrates strong ability to work independently and to adjust schedule to meet service standards
• Proven ability to remain focused in fast paced environment
• Ability to work collaboratively with sales staff and department staff
• Proficient use of Microsoft Office applications, strong computer skills
• Proficient use of computer systems
• Demonstrates professional phone etiquette and interpersonal skills
• Strong written and verbal communication skills

DESIRED SKILLS:

• Ability to analyze and evaluate information from a variety of sources and solve complex problems.
• Demonstrated decision making skills
• Attention to detail
• Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within the organization.
• Advanced math skills

National General is a leading insurance carrier which has been in the industry since 1939. Through subsidiaries and other affiliated companies, National General offers homeowners, flood, personal and commercial auto, RV, motorcycle, life, accident and supplemental health insurance products. National General Insurance is a thriving company committed to ensuring that our employees achieve their personal best. Our employees are advancing their careers at a best-in-class insurance provider that is an industry leader in innovation. We give employees resources which enable them to take charge of their own future success.