Broker Consultant I

USI Insurance Services; Dallas (TX); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401(k)

FSAs/HSA

Disability insurance

Paid time off

Paid family leave

Paid holidays

Job summary

USI is seeking a Broker Consultant in Dallas, TX to manage a select group of VIP brokers and coordinate day-to-day customer service in support of the broker-Emerson Rogers relationship. The role includes rate/renewal analysis, training brokers, and staying current with carrier plans and underwriting rules.

The ideal candidate has 1+ year in group health insurance, a Life & Health license within 3 months, and strong communication and organizational skills.

Qualifications

• 1+ years in group health insurance preferred.
• Bachelor’s degree preferred.
• Life & Health insurance license required within 3 months of hire.
• Familiar with products, services, market needs, industry trends, and claims procedures.
• Understanding of alternate funding arrangements (fully/partially insured, min premium, self-insured).
• Able to creatively and proactively problem-solve.
• Strong organizational skills and deadline management.
• Excellent verbal, written, and interpersonal communication; ability to maintain broker/carrier relationships.
• Ability to work independently and in a team.
• Proficient with Microsoft Office (Word, Excel, PowerPoint).

Responsibilities

• Manage a book of brokers and their business.
• Coordinate day-to-day customer service and broker relationships.
• Assist with rate/renewal analysis.
• Visit top brokers regularly as directed by management.
• Resolve service issues for brokers and vendors, including claims and billing problems.
• Respond to carrier/broker questions and ensure required documents meet carrier rules.
• Process plan changes and new business applications with timely installations.
• Identify cross-selling opportunities for other lines of coverage.
• Enter data into commission and client databases and maintain accurate case files.
• Stay current with regulations, plans, underwriting rules, and ER programs.

Skills

Problem solving

Organizational skills

Verbal communication

Written communication

Interpersonal skills

Independent work

Microsoft Office

Education

Bachelor's degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft 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.
• Enter data into commission database.
• 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.
• 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.

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 .