Carrier Data Coordinator

Job Title

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.

Position Summary

This role is responsible for collecting, analyzing, and interpreting policy data to identify trends and patterns and use that knowledge to ensure the accuracy, completeness, and consistency of that data. They work closely with insurance carriers to ensure reporting requirements and requests for information are completed in a timely and accurate manner.

Job Functions, Essential Duties and Responsibilities

Policy Values

• Collects all pertinent data from requisite sources and uploads data to proprietary reporting system.
• Researches and resolves any issues concerning products, policy values, crediting rates, and other data received.
• Identifies product related issues requiring additional attention and works independently to resolve.

BOLI / ICOLI Specific Knowledge & Interpretive Analysis

Analytical

Procedural

Collaborative

Travel : Up to 5%

Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and / or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Our Core Values of People Matter, Quality First, and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.

Experience, Skills, Knowledge Requirements