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Acrisure LLC New Business Processor (Group Benefits, Ltd.) in Urbandale, Iowa

Group Benefits, Ltd. an Acrisure Agency Partner, is one of the Midwest’s leading health insurance general agencies. GBL is focused on diversification and growth – both for the agents we work with and our own company. We work with more than 2,000 independent agents to help them achieve sales and business growth. In addition, our staff has consults with our agents as they support more than 4,000 employer groups and 70,000 individuals on their health insurance and benefits.

GBL offers employees a fun and team-oriented work environment; a competitive and flexible benefits package, including group health, life, long-term disability, dental, and vision insurance; health savings accounts; optional life insurance; 401(k) plan; discounted gym memberships; and paid time off. GBL is an equal opportunity employer.

We are currently looking to add to our team an exciting opportunity as a New Business Processor. The purpose of this position is to communicate with agents on the status of new business, maintaining accurate and complete records in Agencybloc, and assist with agent inquires.

The New Business Processor is part of a team but will work independently as well.

Essential Duties and Responsibilities:

  • Provide underwriting status to the writing agents until the policy is placed

  • Enter applications, delivery requirements, and case notes into Agencybloc

  • Answer calls and assist agents with servicing on existing policies

    Education and/or Experience:

  • Proficient in all Microsoft Office applications, including Excel and Outlook

  • High school diploma or recognized equivalent, required

  • 2+ years of working in an office setting, preferred

    Other Qualifications:

  • Self-motivated and driven

  • Maintain a sense of urgency and ability to work with and meet deadlines

  • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

  • Demonstrates excellent time management and prioritization skills

  • Attention to detail and commitment to a high level of accuracy

  • The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information

  • Ability to maintain a professional demeanor and positive attitude

    Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate stress due to regular deadlines and daily challenges

  • High finger dexterity while typing documents and forms

  • Occasionally lift up to 20lbs

    Work Environment : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Work is done in a temperature-controlled, non-smoking office

  • Workstations are individual cubicles

  • The noise level in the work environment is usually moderate

  • This position does require work to be done "in office"

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