FrankCrum is a Top Workplace!

The FrankCrum Insurance Agency (FCIA) is a local family-owned commercial insurance agency with a diverse client base throughout the US. We are a consultative resource and provide detailed information to assist clients in making informed decision on their commercial insurance coverage needs. Our agency works with a wide range of industries and types of coverage and since our beginning in 2008, our agency has maintained steady growth, stability, and success.

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The Role You'll Play to Create Success

We are excited to announce a full-time Benefits Pricing Intake Coordinator position filled with many exciting opportunities! In this role, you will have the opportunity to impact the FrankCrum business everyday by leading the intake, review, coordination, and processing of proposals for new and renewal group benefit plans. The role ensures that proposal submissions are complete, accurate, and efficiently routed through the internal underwriting and sales workflow.

1. Serves as subject matter expert for proposal intake processes and systems, including training internal team members.
2. Maintains standardized intake checklists, documentation protocols and submission quality standards.
3. Reviews and evaluates incoming proposal requests to ensure completeness, accuracy, and alignment with submission guidelines.
4. Performs structured pre-underwriting quality review to validate required documentation, census accuracy, participation details, and contribution structures prior to underwriting engagement.
5. Coordinates collection of required client data, documentation, and census information needed for proposal development.
6. Identifies missing or inconsistent data and partners with Sales to resolve deficiencies prior to routing to underwriting.
7. Assigns and routes proposals to the appropriate, both internal and external, underwriting and/or sales resources while maintaining workflow accuracy and efficiency.
8. Ensures submissions are routed in accordance with established service level expections and intake prioritization standards.
9. Maintains and updates proposal activity and client information within HubSpot in a timely and accurate Manner.
10. Provides consultative support to brokers, sales staff, and internal team by answering questions related to submission requirements, timelines, and processes.
11. Monitors proposal deadlines, ensuring timely follow-up and escalation when needed.
12. Tracks intake turnaround benchmarks and identifies workflow bottlenecks or delays for leadership visibility.
13. Assists in the development of process improvements, documentation, and standard operating procedures for the proposal intake function.
14. Supports annual open enrollment initiatives, new product rollouts, side by side comparisons, and other operational needs as directed.
15. Acts as a key resource for team-wide training topics related to intake processes, systems, and data integrity.
16. Ensures complete documentation package and accurate submission summary accompanies each handoff.
17. Participates in special projects as requested by management.
18. Supports agency wide initiatives aimed at improving proposal workflow scalability and operational effectiveness

The Attributes We Seek

1. Knowledge of group benefits, insurance products, and proposal/underwriting requirements.
2. Knowledge of company services and products
3. Strong attention to detail, and ability to review complex documents for completeness and accuracy.
4. Proficiency with CRM systems such as HubSpot and other workflow platforms.
5. Ability to collaborate across underwriting, sales, account management, and operational teams.
6. Ability to manage multiple proposals and deadlines simultaneously.
7. Skills to use and compose clear, comprehensive, and accurate verbal and written communication and reports.
8. Skills to establish and maintain filing systems, format, proofread, edit documents, and perform calculations.
9. Skill to use HubSpot, Isynergy, Word, Excel, and Outlook with proficiency.
10. High school education or equivalent.
11. Group benefits experience including quoting, processing new and renewals, and underwriting.
12. Active Florida Health license.
13. Experience working with a PEO, brokerage, or carrier environment preferred.

#LI-AC

Our Competitive Benefits

Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:

• Health Insurance is $0 paycheck cost for employee's coverage and only one hundred and ninety five dollars a month for family!
• Dental and Vision Insurance
• Short Term Disability and Term Life Insurance at no cost to the employee
• Long Term Disability and Voluntary Term Life Insurance
• Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
• 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes and the employee is immediately vested in the employer match
• Employee Assistance Program at no cost to the employee
• Flexible Spending Accounts for Medical and Dependent Care Reimbursement
• Health Savings Account funded by FrankCrum
• Paid time off and holiday pay
• Education reimbursement 
• PTO cash out
• Tickets at Work
• Access to the Corporate America Family Credit Union
• Employee and client referral bonus programs

What's Special About FrankCrum

FrankCrum, a family-owned business-to-business entity since 1981 is made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This "family of employer solutions" employs approximately 400 people who serve over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars of Integrity, Affinity, and Prosperity, employees are recognized at quarterly events for exceptional customer service and milestones in tenure.

The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, and Clearwater Free Clinic!

If you want to play this role to positively impact our clients day-to-day business, then apply now!

FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.