Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting 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.

Job Summary: Develops and maintains key relationships with insurance carriers to ensure reporting requirements and requests for information are completed in a timely and accurate manner.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Proactively requests policy values/data from insurance carrier partners for all enforce policies.
• Reviews and analyzes data received to ensure accuracy and uploads into Client Reporting system.
• Works independently to manage assigned workload and identify product and values related issues requiring additional attention and works independently to resolve.
• Communicates issues to internal associates and works with carrier to resolve discrepancies.
• Serves as a resource for other team members and assists with insurance related questions or issues.
• Works in a team environment building partnerships across departments at Newport.
• Takes ownership and initiative to ensure client expectations are met, including follow through, follow-up and understanding when and how to involve others.
• Effectively collaborate with others, seeks/conveys information, initiates action, and adapts to change.
• Works under pressure in a very fast-paced, demanding work environment
• Focuses on learning in everyday activities and events
• Collaborates with and openly shares knowledge with colleagues
• Presents information and responds to questions from management, co-workers and clients
• Regular, reliable, and punctual attendance

Management Responsibilities

• n/a

Required Education, Experience and Certificates, Licenses, Registrations

• Bachelor's degree from an accredited university OR equivalent combination of education and work experience.
• Must have advanced MS Office skills, especially in use of Excel.

Preferred (but not required) education or skills for this role

• Mathematics, Accounting, Finance and Business backgrounds are a plus.

Competencies

• Detail Oriented
• Flexibility
• Planning and Organizing
• Thoroughness
• Project Management
• Written and Oral Communication Skills
• Time Management

• Initiative
• Collaboration
• Teamwork
• Analytical

TRAVEL: Up to 5 %.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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