Broker Consultant II

Requirements

Maintain 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.

Responsibilities

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.
• Identify cross-selling opportunities for other lines of coverage.
• Provide follow-up communication and approvals on plan changes and open enrollment issues.
• Process new business applications.
• Create and maintain case files of critical client information based on implemented workflows.
• Cross-check with team members to ensure 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.

Qualifications

• 3+ years of experience working in a group health insurance setting preferred.
• Bachelor’s degree preferred.
• Must hold Life & Health license or obtain within three months from date of hire.
• Familiarity with products, services, competitive offerings, market needs, industry trends, and claims procedures.
• Basic understanding of alternate funding arrangements.
• Ability to creatively and proactively problem-solve.
• Strong organizational skills.
• Ability to set priorities and manage deadlines.
• Strong verbal, written, and interpersonal communication skills.
• Experience in Microsoft Office products, including Word, Excel, and PowerPoint.

Pay

The salary range for this position is $50,000 - $70,000 annually.

Schedule

The schedule for this position is Monday through Friday, 8:00 AM - 5:00 PM.

Benefits

USI offers a comprehensive benefits package that includes:

• Medical, wellness, dental, and vision insurance
• 401(k) and flexible spending accounts
• Short and long-term disability, life insurance
• Generous paid time off policy
• Paid family leave benefit
• Paid holiday time