Broker Consultant II

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 provide mentorship for team members. Perform rate/renewal analysis.

• Mentor internal staff for product and process.
• Work with VIP Brokers determined by value of business and level of difficulty.
• 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 the requirements of the writing carrier.
• Process plan changes submitted by account executives, broker consultants, and brokers.
• Provide follow-up communication and approvals on plan changes and open enrollment issues.
• Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
• Identify cross-selling opportunities for other lines of coverage.
• Update client database on an ongoing basis.
• Create and maintain case files of critical client information based on implemented workflows.
• Cook up service and turn-around 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 other value add programs offered by Emerson Rogers.

General Description

Must have 3+ years of experience working in a group health insurance setting and a bachelor’s degree preferred. Must hold a Life & Health license or obtain one within three months from date of hire. Must be familiar with products, services, competitive offerings, market needs, industry trends, and claims procedures. Basic understanding of alternate funding arrangements is required. Must possess strong organizational skills, the ability to set priorities and manage deadlines, and strong verbal, written, and interpersonal communication skills. Must be experienced in Microsoft Office products, including Word, Excel, and PowerPoint.

Pay

USI offers a wide range of health, welfare, and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs.

Schedule

USI offers a generous paid time off policy, paid family leave benefit, and paid holiday time.