Ancillary Broker Consultant

USI Insurance Services; Phoenix, Northern (AZ, KY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Full-suite of benefits

Health benefits

401(k)

Paid time off

Paid holiday time

Job summary

USI Insurance Services seeks a Broker Consultant to manage a portfolio of VIP brokers, coordinate day-to-day client service, and support the Emerson Rogers relationship. The role involves training brokers, handling rate analyses, and ensuring timely delivery of new business, renewals, and related letters.

The ideal candidate has 1+ year in group health insurance, possesses a Life & Health license or is on track to obtain it, and excels in communication and problem-solving while maintaining

Qualifications

• 1+ year of experience in a group health insurance setting preferred.
• Must hold Life & Health insurance license or obtain within three months from date of hire.
• Familiarity with insurance products, services, market needs, and claims procedures.

Responsibilities

• Manage a book of brokers and their business; coordinate day-to-day customer service.
• Serve as liaison between carrier and broker; assist with broker training and rate/renewal analysis.
• Resolve service issues, respond to carrier/broker questions, and ensure timely processing of new business, renewals, and broker letters.
• Process plan changes and approvals; support enrollment and vendor case installation.
• Identify cross-selling opportunities and maintain client databases and case files.

Skills

Group health insurance

Licensure readiness (Life & Health)

Customer relationship management

MS Office proficiency

Problem-solving

Communication skills

Education

Life & Health insurance license

Tools

MS Word

MS Excel

MS PowerPoint

Job description

General Description: Manage a book of brokers and their business as assigned. Responsible for coordination of day-to-day customer service and supporting 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.

Responsibilities:

• Work with VIP brokers determined by the value of business and level of difficulty. Includes 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 client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
• Coordinate 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.

Knowledge, Skills and Abilities:

• 1+ years of experience working in a group health insurance setting 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.

Benefits

• Full-suite of competitive benefits for our growing population and its diverse needs.
• Health benefits.
• Welfare benefits.
• Financial benefits.
• Medical.
• Wellness.
• Dental and vision.
• 401(k).
• Flexible spending and health savings accounts.
• Short and long-term disability.
• Life insurance.
• Other unique employer-sponsored and voluntary programs.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.