Key Facts

Remote From:

Full time

English

Hard Skills

Underwriting Group Health Insurance Sales Insurance Sales Sales Management Automated Information Systems Benefits Administration Project Documentation Account Management Project Management Case Assessment Cross-Functional Collaboration Employee Onboarding Copy Testing Computing Platforms Process Management Client Services Process Improvement Customer Experience Improvement Process Management

Other Skills

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Collaboration
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Communication
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Time Management
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Organizational Skills
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Detail Oriented

Roles & Responsibilities

Experience in sales support, onboarding, implementation, or insurance/benefits operations.
Strong organizational and process management skills with the ability to manage multiple cases simultaneously.
High attention to detail with strong follow-through.
Strong communication skills and ability to collaborate across Sales, Operations, TPAs, and external partners.

Requirements:

Own and manage the full onboarding lifecycle, ensuring a seamless transition from prospect to active client and a successful hand-off to Account Management.
Support agent onboarding, including licensing and appointment coordination.
Partner with Sales on new business case submissions and track underwriting progress, proactively gathering outstanding requirements.
Coordinate with TPAs to ensure accurate and timely case implementation.

Great American Custom

About Great American Custom

Great American Custom is a division of Great American Insurance Group, focused on long-term client relationships and customized business solutions. We specialize in providing casualty products for Excess, Umbrella and Primary lines of business, and Errors & Omissions Professional coverages that meet the needs of the commercial market. Our policyholders range from small businesses to complex, multi-national corporations and Fortune 1000 companies. At Great American Custom, we’ve assembled a team of experienced insurance professionals who provide insight, perspective and creative problem-solving. Since our founding in 1992, we've grown from just two employees to a team of 180 dedicated professionals. Since then, we've achieved remarkable growth while maintaining our commitment to service. As the market evolves, we remain steadfast in our pursuit of stability and long-term relationships. About Great American Insurance Group:Great American Insurance Group’s roots go back to 1872 with the founding of its flagship company, Great American Insurance Company. Great American Insurance Company has received an “A” (Excellent) or higher rating from the A.M. Best Company for over 115 years and is currently rated “A+” (Superior). Learn more at https://www.greatamericaninsurancegroup.com/

Founded: 2018

Company size: 201 - 500

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Job description

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.

At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.

Great American Employer Heath Solutions blends financial strength with forward-thinking underwriting. By leveraging advanced underwriting techniques and adaptable program structures, Great American Employer Health Solutions delivers premium healthcare coverage tailored for small businesses. Their offerings include Level Funded health programs and medical stop loss, with a specialized focus on employer groups with fewer than 100 enrolled employees.

https://www.greatamericaninsurancegroup.com/about-us/business-operations/division/employer-health-solutions

We are seeking an Insurance Operations Specialist to join our Great American Employer Health Solutions division. The Group Health Insurance Operations Specialist owns the end‑to‑end onboarding process for new group health business, from pre‑sale readiness through post‑sale implementation and early lifecycle support. This role partners closely with Sales, Agents and Agencies, TPAs, and internal Account Management to ensure a smooth, timely, and high‑quality onboarding experience. The position plays a key role in enabling sales success, improving operational efficiency, and delivering a strong first impression for new clients by ensuring all onboarding steps, systems, and processes are completed accurately and on time. This individual may work fully remote within the continental United States.

Key Responsibilities

Own and manage the full onboarding lifecycle, ensuring a seamless transition from prospect to active client and a successful hand‑off to Account Management.
Support agent onboarding, including licensing and appointment coordination.
Partner with Sales on new business case submissions and track underwriting progress, proactively gathering outstanding requirements.
Support system automation and process improvements to reduce manual work and increase efficiency.
Assist agents with Employee Navigator group setup, file testing, and implementation readiness.
Coordinate with TPAs to ensure accurate and timely case implementation.
Confirm delivery of required welcome letters and onboarding communications.
Serve as the primary coordination point during onboarding and the first 30 days post‑implementation.
Identify and resolve onboarding issues early to minimize disruption and ensure a positive client experience.
Drive timely, accurate onboarding outcomes, reduced cycle times, improved cross‑functional coordination, and strong client and agent experiences.
Performs other duties as assigned.

Qualifications

Experience in sales support, onboarding, implementation, or insurance/benefits operations.
Strong organizational and process management skills with the ability to manage multiple cases simultaneously.
High attention to detail with strong follow‑through.
Strong communication skills and ability to collaborate across Sales, Operations, TPAs, and external partners.
Comfort working with technology platforms, workflows, and process documentation.
Preferred Qualifications: experience supporting new business sales in insurance or benefits environments, familiarity with underwriting processes, TPAs, and benefits administration platforms (e.g., Employee Navigator), and experience with automation or process improvement initiatives.

Business Unit:

Great American Employer Health Solutions

Salary Range:

$28.85 -$31.25

Benefits:

We offer competitive benefits packages for full-time and part-time employees*. Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits.

Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process. Learn more at http://www.gaig.com/careers.

*Excludes seasonal employees and interns.

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