Learn and become an expert in GSI enrollment processes
Understand and leverage enrollment capabilities, services and tools
Proactively manage communication with the goal of improving enrollment and re-enrollment effectiveness
Manage plans based on issued offers
Develop and communicate enrollment strategy with both internal/external partners
Develop enrollment project plans
Develop employee communication and education tools and materials
Review eligibility files for quality and accuracy
Coordinate billing
Process plan terminations and porting of policies
Process ad hoc newly eligible enrollments
Monitor and manage the progress of assigned programs, ensuring timely processing and resolution
Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication
Oversee the delivery of policies to clients, ensuring accuracy and completeness
Learn and become an expert in Agency Management Systems

Bachelor’s degree or equivalent business experience required
Strong growth and business development orientation
Proficient in Microsoft Office – Word, PowerPoint, Excel
Strong technical aptitude – ability to utilize and leverage technology and systems
Strong organization skills/ability to manage multiple demands and priorities
Excellent problem solving and critical thinking skills
Outgoing, excellent communication skills – both written and verbal
Ability to work/partner with a close team
Strong relationship management skills
Results oriented
5+ years of related industry experience
Life & Health license preferred

Multi-Life Case Manager

Key skills