Ancillary Broker Consultant I

USI Insurance Services; Camp Hill (Cumberland County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid time off

Job summary

USI Insurance Services is seeking a Broker Consultant in Camp Hill, Cumberland County, to manage a book of brokers and support service operations. This role involves resolving service issues, processing applications, and maintaining broker relationships. Ideal candidates should have at least a year of experience in health insurance and strong communication skills. The position offers a comprehensive benefits package, including health insurance and paid time off.

Qualifications

• 1+ years of experience in a group health insurance setting preferred.
• Must obtain Life & Health insurance license within three months.
• Familiarity with market needs and industry trends.

Responsibilities

• Manage relationships with brokers and resolve service issues.
• Process new business applications and plan changes.
• Coordinate with team to ensure service standards are met.

Skills

Experience in group health insurance

Life & Health insurance license

Strong organizational skills

Problem-solving abilities

Communication skills

Microsoft Office proficiency

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.

#LI-RF1

USI is committed to providing a full-suite of competitive benefits for our growing population and its 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. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.