Existing Business Coordinator

Introduction At RPS, we don’t just embrace bold ideas, we make them happen. We’re a team of entrepreneurs, big-picture thinkers, and passionate experts who thrive on possibility. Every day, we collaborate across teams, challenge convention, and push boundaries to design innovative solutions for our clients. With access to top-rated carriers and a dynamic marketplace, we bring strategy and creativity together to deliver what others might call impossible. Here, every voice counts, every perspective matters, and every challenge is an opportunity to grow. You’ll be supported by a culture that celebrates ownership, curiosity, and high performance, where you’re trusted to do your best work and encouraged to keep learning along the way. Overview Established over six decades ago, EM Benefits, now a part of RPS, provides independent insurance agents with best-in-class products supported by meticulous and knowledgeable service. For more information about us, please visit https://www.embenefits.com/ At RPS, we drive client success with tailored, data-driven insurance, benefits and underwriting solutions. Through exclusive products, market expertise and a client-first mindset, we're here to help provide our clients with a competitive edge. EM Benefits has an exciting career opportunity for an Existing Business Coordinator. The Existing Business Coordinator will assist in maintaining broker relations by servicing existing business accounts in a team environment. This individual will also process eligibility changes, assist with billing inquiries, assist with claim inquiries, etc.. Provide customer service to clients, brokers, and marketing representatives. How you'll make an impact Process and follow-up on existing business inquiries. Pursue and develop good working relationships with carrier and broker/client. Maintain workflow to meet the goals established by management. Maintain and service existing clients (brokers, groups, and members) by providing guidance on issues that arise. I.e., eligibility issues, invoices inquiries, procedures, benefits, etc. Verify and process applications in accordance with established procedures to ensure accurate billings. Obtain necessary information for enrollment to maintain accurate membership record and provide confirmations in writing to client on new additions and changed memberships. Communicate any unusual situation to marketing representative that developed with broker or client. Responsible to work together as a team with the Marketing Representative and Team Lead so we can assist brokers and clients. Enter new groups in EM Connect Database. Enter Production in Salesforce. Perform other duties and projects as assigned by management. #LI-CS4 About You Required: Minimum of 2 years of related experience preferred. High school diploma (or equivalent) required. General data entry skills required. Life & Health License preferred (or ability to obtain). Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software required. Insurance background preferred. Excellent phone personality and ability to deal with people. Ability to compose clear and concise letters is required. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Required: Minimum of 2 years of related experience preferred. High school diploma (or equivalent) required. General data entry skills required. Life & Health License preferred (or ability to obtain). Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software required. Insurance background preferred. Excellent phone personality and ability to deal with people. Ability to compose clear and concise letters is required.

Process and follow-up on existing business inquiries. Pursue and develop good working relationships with carrier and broker/client. Maintain workflow to meet the goals established by management. Maintain and service existing clients (brokers, groups, and members) by providing guidance on issues that arise. I.e., eligibility issues, invoices inquiries, procedures, benefits, etc. Verify and process applications in accordance with established procedures to ensure accurate billings. Obtain necessary information for enrollment to maintain accurate membership record and provide confirmations in writing to client on new additions and changed memberships. Communicate any unusual situation to marketing representative that developed with broker or client. Responsible to work together as a team with the Marketing Representative and Team Lead so we can assist brokers and clients. Enter new groups in EM Connect Database. Enter Production in Salesforce. Perform other duties and projects as assigned by management. #LI-CS4