Support the financial and administrative operations of the stop loss program, ensuring accurate, timely, and audit-ready transactions, policy documentation, and regulatory records while collaborating with underwriting, claims, finance, TPAs, producers, carriers, and leadership to resolve exceptions and improve processes.
Locations (2)
Phoenix, Arizona, United States
United States
Responsibilities
Manage financial and administrative operations supporting the stop loss program, including premium administration, policy issuance, licensing, reconciliation, and operational controls.
Ensure transactions, policy documentation, and regulatory records are accurate, timely, and audit-ready.
Partner with Underwriting, Claims, Finance, TPAs, producers, carriers, and Stop Loss leadership to resolve exceptions, maintain program requirements, and improve operational processes.
Administer premium receipts, lockbox and ACH activity, and application of premium to applicable groups and policies within stop loss systems.
Reconcile enrollment, expected premium, and received premium and coordinate resolution of shortages, overpayments, unapplied cash, delinquent premium, and other exceptions.
Act as the primary coordinator between representatives and internal/offshore teams for insurance and investment applications submitted to third-party providers.
Responsibilities
Act as the primary coordinator between representatives and internal/offshore teams for insurance and investment applications submitted to third-party providers.
Review application forms and supporting documents to ensure completeness and accuracy, and follow up with representatives on missing, incomplete or unclear information to facilitate smooth processing.
Perform manual pre-submission checks on customer information, including screening against blacklist records and STRs.
Coordinate and track due diligence screening with offshore teams, including case submission, status tracking and follow-up on outcomes or outstanding requirements.
Maintain the customer management systems used to record customer, policy and transaction data submitted by representatives.
Serves as the Lead Underwriting Analyst supporting the Commercial Surety business, managing the Underwriting Analyst team and overseeing the surety bond lifecycle.
Compensation
The estimated salary range for this position is $100,000.00 - $125,000.00 per year.
Responsibilities
Oversee the intake, clearing, assignment and processing of new and renewal submissions
Oversee account servicing throughout the surety bond lifecycle, including bond issuance, riders, continuations, and renewals
Oversee the accurate preparation and maintenance of underwriting and bond records
Directly manage, coach and develop the Underwriting Analyst team
Establish priorities, assign and balance workloads, and monitor progress
Our target new hire base salary ranges for this role are the following:
US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area:
$85,500—$96,200 USD
US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area:
$77,000—$86,600 USD
Canadian employees (any location):
$80,800—$90,900 CAD
The PMO Director is responsible for leading the Project Management Office (PMO), overseeing the organization's project governance framework, and ensuring the successful planning, coordination, monitoring, and delivery of strategic and operational initiatives.
Responsibilities
Establish and lead the organization's Project Management Office
Develop and implement PMO policies, governance frameworks, project management standards, and operating procedures
Entry-level position leading to Medical Only Claims Specialist I, focusing on workers compensation claims management and medical treatment program oversight.
Responsibilities
Assist Medical Only Claims Specialist with investigation and management of workers compensation claims
Determine and manage ongoing medical treatment program including directing care, creating panels, and approving provider requests
Evaluate medical reports and correspondence for appropriate action/documentation
Support customer service work and processes for the multi-functional claims team
Communicate and collaborate with team members to ensure timely handling of claims in other states
Requirements
High school diploma
Associates degree in insurance, business administration, health administration and/or related field
Nice to have: Associates degree preferred
Nice to have: Progress towards or completion of Insurance Institute of America (IIA) designation
Specialist – Fiduciary (Grade C1) supporting cash application, receipt allocation, reconciliations, and exception resolutions within Marsh’s Account Receivables team.
Responsibilities
Process daily cash receipts from bank statements, lockbox files, payment platforms and other approved sources
Identify incoming funds using remittance advice, payment references, client information, payer details and supporting operational data
Allocate receipts accurately to the appropriate client, policy, invoice, premium, account or other open item in the relevant accounting or workflow system
Research and resolve unidentified, misapplied, partially applied, duplicate and unapplied cash items
Prepare or support accounting entries, cash application adjustments, reallocations, refunds or transfers in accordance with approval and control requirements
Senior Business Analyst supporting complex insurance products, business improvements, and client outcomes within MUFG Retirement Solutions.
Responsibilities
Lead investigation, analysis and resolution of complex insurance enquiries, product issues and data-related exceptions
Partner with internal stakeholders, technology teams and fund clients to define business requirements and support delivery of insurance product enhancements, transitions and migrations
Drive continuous improvement initiatives by identifying root causes, implementing effective solutions and enhancing operational processes, controls and quality outcomes
Provide subject matter expertise on superannuation insurance products, supporting business decision-making, problem-solving and issue resolution
Contribute to project delivery through analysis, solution design, functional specifications, testing and implementation activities
Requirements
Tertiary qualifications in Business, Information Technology or a related discipline
Own end-to-end workflows across assigned areas, including state registrations, employer account maintenance, workers’ compensation, Foreign Qualification (FQAL), Registered Agent Administration (RAA), Statements of Information (SOI), and related requirements.
Research state and local requirements and determine the steps needed to establish and maintain employer accounts, business registrations, and coverage.
Work directly with government agencies, insurance carriers, brokers, and third-party partners to establish accounts, obtain information, and resolve issues.
Manage account, registration, and policy lifecycle changes, including registrations, updates, state additions, renewals, audits, transfers, and closures.
Investigate and resolve registration, account access, policy, coverage, and other operational issues.
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