Team Lead, Administration

Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets.

Position Summary

The Team Lead, Administration is responsible for the maintenance of accounts within Administration in accordance to policy provisions and internal guidelines ensuring all requests are fulfilled in a timely and professional manner. The Team Lead acts as a mentor to other staff members and takes on greater responsibility within their area of expertise.

Expectations

• Assist team members with complex issues; may mentor or provide training on procedures
• Serve as liaison between Administration department and other departments within company.
• Processes applications and enrollments ensuring completeness and accuracy
• Interprets policy provisions to answer questions regarding benefits and eligibility
• Calculates premiums, rates, refunds and other billing information
• Collects and process premium payments and reconciles accounts
• Corresponds with clients and customers via telephone, email, and mailings
• Maintains a courteous and professional manner with internal and external customers
• Performs other duties as assigned
  
  

Competencies

• Accurate, detail oriented, and strong organizational skills
• Proficient computer skills including Microsoft Office (Word, Excel, and Outlook)
• Demonstrated leadership experience
  
  

Requisites

• 5-7 years of experience with premium accounting and billing.
• 5-7 years of experience in the insurance industry
• 5-7 years of experience processing applications and maintenance forms.
• Experience with imaging systems.
• Experience with online insurance enrollment systems.