Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
Job Summary: Develops and maintains key relationships with insurance carriers to ensure reporting requirements and requests for information are completed in a timely and accurate manner.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Proactively requests policy values/data from insurance carrier partners for all enforce policies.
- Reviews and analyzes data received to ensure accuracy and uploads into Client Reporting system.
- Works independently to manage assigned workload and identify product and values related issues requiring additional attention and works independently to resolve.
- Communicates issues to internal associates and works with carrier to resolve discrepancies.
- Serves as a resource for other team members and assists with insurance related questions or issues.
- Works in a team environment building partnerships across departments at Newport.
- Takes ownership and initiative to ensure client expectations are met, including follow through, follow-up and understanding when and how to involve others.
- Effectively collaborate with others, seeks/conveys information, initiates action, and adapts to change.
- Works under pressure in a very fast-paced, demanding work environment.
- Focuses on learning in everyday activities and events.
- Collaborates with and openly shares knowledge with colleagues.
- Presents information and responds to questions from management, co-workers and clients.
- Regular, reliable, and punctual attendance.
Management Responsibilities
Required Education, Experience and Certificates, Licenses, Registrations
- Bachelor's degree from an accredited university OR equivalent combination of education and work experience.
- Must have advanced MS Office skills, especially in use of Excel.
Preferred (but not required) education or skills for this role
- Mathematics, Accounting, Finance and Business backgrounds are a plus.
Competencies
- Detail Oriented
- Flexibility
- Planning and Organizing
- Thoroughness
- Project Management
- Written and Oral Communication Skills
- Time Management
- Initiative
- Collaboration
- Teamwork
- Analytical
TRAVEL: Up to 5%.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.
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