Ancillary Broker Consultant I

Requirements

Manage a book of brokers and their business as assigned. Coordinate day-to-day customer service and support the broker-Emerson Rogers (ER) relationship. Act as a liaison between the insurance carrier and broker. Assist with training brokers and perform rate/renewal analysis.

• Visit top brokers regularly as directed by management.
• Work with VIP brokers based on business value and complexity.
• Resolve day-to-day service issues for brokers and vendors.
• Respond to carrier and/or broker-specific questions.
• Ensure new business, renewals, and broker of record letters meet carrier requirements.
• Process plan changes, including policy changes, endorsements, and other requests.
• Provide follow-up communication and approvals on plan changes and open enrollment issues.
• Process new business applications and ensure quick and accurate installation by vendors.
• Identify cross-selling opportunities for other lines of coverage.
• Enter data into commission database and update client database.
• Create and maintain case files of critical client information based on implemented workflows.
• Cross-check with team members to ensure service and turnaround times meet ER standards.
• Develop and maintain strong working relationships with brokers, vendors, and internal staff.
• Stay current with insurance regulations, carrier plan options, underwriting rules, and value-add programs.
• Problem-solve creatively and manage priorities and deadlines effectively.
• Show strong organizational, communication, and interpersonal skills.
• Work independently and in a busy, team environment.
• Be proficient in Microsoft Office products, including Word, Excel, and PowerPoint.

Pay

The position offers a comprehensive suite of competitive benefits, including:

• Medical, wellness, dental, and vision insurance
• 401(k) and flexible spending accounts
• Short and long-term disability insurance
• Life insurance
• Unique employer-sponsored and voluntary programs
• A generous paid time off policy
• Paid family leave and holiday time