Employee Benefits Data Entry
: Job Details :

• General Description: Responsible for analyzing information and preparing the client financial reports (dashboards) for the region

Responsibilities:

• Reporting

• Responsible for preparing the client financial reports (dashboards) for the region
• Gather necessary reports from carrier and/or analysts
• Review reports for accuracy

• Example: 2 claimants with same SSN, Dx, Relationship, Plan should be questioned
• Ask questions of carrier if something does not make sense
• Did historical claims change significantly, why?

• Manipulate data received to prepare for data entry (apply account structures as needed, pivot data, combine data from different reports)
• Match/combined multiple reports based on unique IDs
• Send claims report to Patra (3rd party) with outlined instructions to enter data into database

• Relationship

• Manage relationship with both entities of Patra used
• CED Data Entry (data entry)
• CRR (reporting)
• Work with client's assigned analyst

• PowerBi

• Manage relationship with both entities of Patra used
• Run client specific dashboards from PowerBi and ensure the output is correct based on reviewed data entry
• Update/tweak outputs based on client needs (should be minimal)

• Peer Review

• Review data entered by CED
• Review report exported by PowerBi

Knowledge, Skills and Abilities:

• Excel Skills
• Pivot, VLOOKUP's, Sorting, Filtering
• Clear communication skills
• Outline how data should be entered by CED
• Strong Time management and organizational skills - there are about 272 clients that currently have experience - there will be some crossover with analysts due to capacity.
• High School Graduate. College degree preferred.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Ability to manage and negotiate multiple priorities and deadlines.
• Strong written, verbal, and interpersonal communication skills.
• Comfortable with internet-based programs and Microsoft Office products.

Why USI?With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!Unrivaled Resources and SupportWhat truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.Industry-Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Deep Community EngagementWe are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.Committed to a Diverse, Equitable, and Inclusive WorkplaceOur award-winning I'm With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years (2018-2023).
• Named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
• Recipient of the American Heart Association's Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
• Visit our Awards and Accolades page for a complete list of industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.$60,000 - $65,000Position is bonus eligible.Job ID: 28794