Broker Consultant I

USI Insurance Services; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

USI, Inc. is seeking a Broker Consultant to manage a book of VIP brokers, coordinate daily customer service, and support the Emerson Rogers relationship. You will train brokers, perform rate and renewal analysis, and visit top brokers regularly to maintain high-value partnerships.

Responsibilities include resolving service issues, processing plan changes, and ensuring timely installation of new business. Strong communication and organizational skills are essential for success in this busy

Qualifications

• 1+ years of experience 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, and market trends.
• Strong organizational and communication skills.
• Ability to work independently and in a busy team environment.
• Proficiency with Word, Excel, and PowerPoint.

Responsibilities

• Manage a book of brokers and their business.
• Coordinate day-to-day customer service and broker relationships.
• Assist with training brokers and rate/renewal analysis.
• Visit top brokers as directed by management.
• Resolve day-to-day service issues for brokers and vendors.
• Process plan changes and new business applications.
• Identify cross-selling opportunities for other lines of coverage.
• Update client databases and case files.
• Ensure timely service meeting ER standards.

Skills

Group health insurance experience

Organizational skills

Communication skills

Problem-solving

Independent working

Education

Bachelor's degree

Life & Health license or eligibility within 3 months

Tools

Microsoft Office

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 .