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: Ensure regular and punctual attendance as this is essential to the success of the role.
- 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.