Group Coordinator I



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Branch Information

Honolulu, HI - (USA) 737 Bishop Street Suite 122 HI Honolulu , HI 96813

Branch Phone Number


Job Description


Provides excellent client service to external brokers, internal account executives, clients, and other departments performs administrative duties related to new group quotes; answers incoming phone calls and emails and responds to inquiries promptly; assists with the distribution, preparation and coordination of quotes; and follows up with brokers and clients regarding information and requests

Essential Duties and Responsibilities

Client Service

Answers incoming phone calls and emails promptly

Effectively responds to verbal and written inquiries related to new group quotes


Receives and reviews census forms and other enrollment information

Logs and tracks preliminary and final quotes

Coordinates new group enrollments

Reviews applications for completeness

Coordinates with brokers, account executives, and health plan administrators on missing information

Distributes final rates

Follows up on contingent information

Sends plan document information to new groups

Processes exception requests for new groups if requesting at initial enrollment

Completes Policy Input Forms related to new group enrollments

Logs and follows up on inquiries


Cross-trains on Underwriting Coordinator job duties

Must comply with Company and Departmental policies and procedures

Performs other duties as assigned

Must be present in the office to perform the job functions, except for external meetings and events

Job may be modified at any time

Education and Experience

High school diploma or GED is required

College degree; two years of experience in customer service, business, administration, or a related area; or an equivalent combination of education and experience is preferred

License or Certification

None is required for this position

Life and Health Insurance Producer License is preferred

Knowledge, Skills, and Abilities - Qualifications:

Excellent customer service, sales-oriented, organizational, interpersonal, problem-solving, time management, and verbal and written communication skills


Detail-oriented, flexible, adaptable, and able to consistently meet deadlines

Read and comprehend references materials related to health insurance and write detailed correspondence

Effectively present information in one-on-one and small group situations to customers, clients, Senior Management and other employees of the Company

Solve practical problems and interpret a variety of instructions furnished in written, oral,

diagram, or schedule form

Work independently and in a team environment

Intermediate-level proficiency in Microsoft Word and Excel

Add, subtract, multiply, divide, and calculate amounts including decimals and percentages

Physical Demands

The physical demands described here are representative of those an employee encounters while performing the essential functions of this job:

Able to remain in a stationary position and work on a computer for up to eight hours per workday

Able to converse on the telephone for up to four hours per workday

Frequently moving paper and hard copy files

Able to use standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job:

Air-conditioned professional office environment with a quiet to moderate noise level