Manager Broker Services

About the Role

Responsible for the management of all operations for a book of brokers in an assigned division. Provide the highest standards in General Agency services and relationships. Assist in the attainment of corporate goals and objectives.

Responsibilities

• Accountable for day-to-day management of Broker Consultants and Benefit Administrators, including monitoring work product, approving timecards and PTO requests, and performance management.
• Provide training, coaching, and mentoring to assigned team members, including feedback for performance reviews and performance improvement plans.
• Promote Emerson Rogers culture in alignment with the philosophies and mission statement.
• Collaborate with OpCo President/Market Leader and other members of the management team to ensure the department’s highest level of service and efficiency.
• Work with Human Resources to define the organizational structure, including coordinating recruiting and staff development.
• Serve as a point of escalation for team members.
• Make recommendations for process improvement to achieve operational goals and capacity management.
• Participate, as needed, in interviewing, hiring, training, and development of operations staff.
• Support the carrier/vendors goals and objectives.
• Resolve day-to-day service issues for brokers and vendors.
• Educate, advise, and aid brokers on all compliance topics, including ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
• Process new business applications and ensure cases are installed quickly and accurately by the vendor.
• Process all policy changes, endorsements, and other requests of clients and brokers.
• Identify cross-selling opportunities for ancillary and worksite products.
• Participate with Account Executive on sales opportunities as needed.
• Stay current with industry and new product information, legislation, technology, and trends.

Requirements

• 5+ years of experience working in a group health insurance setting.
• Prior supervisory experience preferred.
• Bachelor’s degree preferred.
• Must hold a Life, Accident & Health license.
• Expert knowledge of products, services, competitive offerings, market needs, and industry trends.
• In-depth knowledge of agency management system functionality, workflow procedures, underwriting, sales, and service processes.
• Detailed understanding of all types of health/ancillary benefit plan designs, financial models, enrollment, and carrier processes.

Skills

• Effective leadership skills with ability to manage others effectively.
• Strong analytical skills and ability to use and interpret benefit-related facts and figures.
• Ability to work in a fast-paced, team environment.
• Strong organizational skills and ability to set priorities and manage deadlines.
• Strong communication and presentation skills, including ability to maintain relationships with clients, carriers, vendors, and other business contacts.
• 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.
• Paid holiday time.