Policy Admin Specialist

Policy Administration Specialist

Founded in 2003, Roundstone is not your typical insurance company. We’re on a mission to help employers save on healthcare benefits so they can put those savings towards bettering their businesses and taking care of their employees.

Role Description

As a Policy Administration Specialist, you will be responsible for creating stop loss proposals and, once the account is bound, for executing and managing the contracting process. This role requires exceptional attention to detail and a service-oriented attitude to provide best-in-class service to all of our customers. Your goal throughout the binding process is to ensure a positive, smooth and hassle-free contracting experience for our clients.

Key Duties & Responsibilities:

Proposal and contract generation

Broker/Advisor communication

Data analytics

Salesforce utilization

Policy administration

Underwriting support

Process optimization

TPA administration

Skills and Qualifications:

We’re looking for someone eager to learn the specifics of the Policy Administration department’s functions and use their knowledge to be driven, inquisitive and further both the team’s and Roundstone’s growth. You will receive extensive hands-on training from teammates with the goal of career advancement based on interest and aptitude. Other responsibilities and learning opportunities in other departments may be required on occasion as business levels warrant.

Desired Qualifications:

Bachelor’s degree or equivalent experience

Detail-oriented proficiency with a strong commitment to accuracy

Ability to prioritize projects and deliverables, while maintaining flexibility to accommodate time sensitive requests

Proficiency in Microsoft Office (Excel, Word, PowerPoint)

Knowledge of Salesforce.com or similar CRM database applications along with the ability to learn new software systems

Ability to work with a high degree of independence, creativity and entrepreneurial spirit in a fast-paced, rapidly growing business

Better Benefits:

We’re leaders in our industry, so naturally, we look out for our employees’ best interests with a robust benefits package. Roundstone employees are eligible for:

Medical, dental and vision benefits

Annual bonus

Dependent care 100% match up to max allowable

Parental leave

PTO beginning on Day 1

Tuition reimbursement

Health work/life balance

Hybrid office schedule

401(k) plan with company match

Employee Assistance Program

On-site gym with personal trainer access

Life insurance and short term disability insurance

More About Roundstone

Headquartered in Rocky River, Ohio, Roundstone is regularly recognized as a Northeast Ohio Top Workplace by the Plain Dealer and cleveland.com. We are especially proud to be recognized as a Top Workplace since this honor is determined by anonymous feedback from our own employees. Roundstone employees enjoy a supportive workplace where they are engaged, valued and regularly recognized for their hard work at monthly company meetings. Roundstone’s core values are evident every day and are shared with the community through the sponsorship of community events and outreach.

Our Core Values

Live well: Be healthier and bring positive energy to all you do.

Work smarter: Get things done, better.

Own it: Accountability is your middle name. Be on time, do what you say, and finish what you start.

Be intellectually curious: Always be learning. See opportunity everywhere and have a drive to know.

Culture and fit are integral to success and in an effort to achieve a better match both from a candidate's perspective and our organization, please take a minute, click on the link and take the really brief survey:

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Roundstone Insurance we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.