Broker Consultant, Large Group

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.

The Broker Consultant is encouraged to visit the top brokers on a regular schedule as directed by management.

• Work with VIP brokers determined by the value of business and level of difficulty. Include frequent contact and meetings with brokers.
• Resolve day-to-day service issues for brokers and vendors.
• Assist with claims and billing problems.
• 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. Includes policy changes, endorsements, and other requests.
• 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 data into commission database.
• Create and maintain case files of critical client information based on implemented workflows.
• Cookordination 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

• 1+ years of experience working in a group health insurance setting preferred.
• Bachelor’s degree preferred.
• Must hold Life & Health insurance 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. Includes full and partially insured, minimum premium, and self-insured.
• Ability to creatively and proactively problem-solve.
• Strong organizational skills. Ability to set priorities and manage deadlines.
• Strong verbal, written, and interpersonal communication skills. Includes ability to maintain relationships with brokers and carriers.
• Ability to work independently and in a busy, team environment.
• Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.

Pay

$62,000 - $68,900

Schedule

N/A

Benefits

Retail Financial Services, Inc. (RF1 USI) is committed to providing a full suite of competitive benefits for its growing population and diverse needs. We offer 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. RF1 USI also offers a generous paid time off policy, paid family leave benefit, and paid holiday time.