What is your mission?

• Coordinate new business installation support by sending required documentation to brokers and collecting completed forms.
• Review submitted documents for missing, incomplete, or inaccurate information and follow up with relevant stakeholders.
• Request and obtain final quotations required for business installation processes.
• Submit completed documentation to carriers and internal teams for successful account implementation.
• Maintain accurate group, contact, and broker information across multiple internal systems and platforms.
• Verify and update records to ensure ongoing data integrity and system accuracy.
• Process enrollments, terminations, and member demographic changes in accordance with established procedures.
• Submit required enrollment reports to carriers on a regular basis.
• Review, verify, and approve enrollment and termination requests while ensuring information accuracy.
• Process group and broker account updates, including address changes and administrative requests.
• Enter and maintain group administration requests across designated systems.
• Prepare recurring operational and accounting-related reports.
• Support special projects through research, data gathering, document formatting, and administrative coordination.
• Create and maintain professional, brand-consistent documentation and reports.
• Assist in ensuring smooth operational workflows and timely completion of sales support activities.

Who are we looking for?

• Bachelor's Degree in any field; equivalent combination of education and relevant experience will be considered.
• At least 1 year of experience in Sales Support, Account Coordination, Administrative Support, or related functions.
• At least 2 years of Business Process Outsourcing or Call Center industry experience.
• Experience supporting international customers, preferably within administrative, sales operations, or account coordination environments.
• Experience with United States Health Insurance, Benefits Administration, Employee Benefits Brokerage, or Employee Benefits Programs is preferred.
• Proficiency in Microsoft Office Suite, including Microsoft Word, Microsoft Excel, Microsoft Teams, and Microsoft Outlook.
• Strong ability to manage multiple accounts, tasks, and deadlines while maintaining accuracy.
• Demonstrated attention to detail in reviewing, validating, and processing documentation and records.
• Strong understanding of administrative processes, reporting, and data management activities.
• Excellent English written and verbal communication skills, including grammar, business writing, and professional correspondence.
• Ability to maintain strict confidentiality of sensitive and confidential information.
• Strong interpersonal and collaboration skills with the ability to work effectively across all organizational levels.
• Ability to work independently while contributing positively within a team environment.
• Highly organized, proactive, dependable, and solution oriented.