Broker Consultant IV

About the Role

Manage a book of brokers and their business as assigned. Accountable for broker-facing responsibilities, including supporting the broker-Emerson Rogers (ER) relationship, attending broker meetings, and providing consultation. Assist with training brokers and perform rate/renewal analysis.

Responsibilities

• Consult with brokers similar to an Account Executive, with emphasis on education and strategy.
• Escalate issues with carriers for self and on behalf of Level 1 and 2 broker consultant team members.
• Mentor internal staff on products and processes. Provide feedback on team members’ performance.
• Work with VIP brokers determined by value of business and level of difficulty, including frequent contact and meetings.
• Resolve day-to-day service issues for brokers and vendors.
• Provide follow-up communication and approvals on plan changes and open enrollment issues.
• Work with Account Executives and vendors to negotiate rates, secure new business, and maintain existing business.
• Process new business applications and ensure cases are installed quickly and accurately by the vendor.
• Process plan changes submitted by account executives, broker consultants, and brokers, including policy changes, endorsements, and other requests.
• Identify cross-selling opportunities for other lines of coverage.
• Submit the appropriate notification to the commission department.
• Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
• Communicate regularly with management and other staff members regarding all aspects of administration to ensure service excellence.
• 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.

Requirements

• 5+ years of experience working in a group health insurance setting preferred.
• Bachelor’s degree preferred.
• Must hold a Life & Health license or obtain within three months from date of hire.
• Familiarity with products, services, competitive offerings, market needs, industry trends, and claim procedures.
• Understanding of alternate funding arrangements, including full and partially insured, minimum premium, and self-insured.

Skills

• Strong analytical skills and ability to use and interpret benefit-related facts and figures.
• Strong organizational skills, with the ability to set priorities and manage deadlines.
• Strong problem-solving, communication, and presentation skills.
• Ability to work independently and in a busy, team environment.
• Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.

Benefits

• Medical, wellness, dental, and vision coverage.
• 401(k) retirement plan.
• Flexible spending and health savings accounts.
• Short- and long-term disability insurance.
• Life insurance and other unique employer-sponsored and voluntary programs.
• Generous paid time off policy, paid family leave benefit, and paid holiday time.

Pay

$75,000–$100,000