Broker Consultant I

USI Insurance Services; Metairie (LA); On-site; USD 60,000 - 90,000; Full time

Job summary

USI Insurance Services seeks a Broker Consultant to manage a selective book of brokers and their business. You will coordinate day-to-day broker service, act as liaison between carriers and brokers, and assist with rate/renewal analysis.

Training brokers and visiting top brokers are encouraged to strengthen Emerson Rogers relations. Candidates should have 1+ years in group health insurance, and possess or obtain a Life & Health license within three months.

Qualifications

• Knowledge of group health insurance products, services, and market needs.
• Life & Health insurance license or ability to obtain within three months.
• Proficiency with MS Office suite (Word, Excel, PowerPoint).
• Strong verbal and written communication skills, with broker relations experience or potential.
• Excellent organization, prioritization, and deadline management.
• Ability to work independently in a busy team environment.

Responsibilities

• Manage a book of brokers and their business as assigned.
• Coordinate day-to-day customer service for brokers and ER relationship.
• Assist with rate/renewal analysis and broker培训 (training) as needed.
• Respond to carrier/broker questions and ensure new business, renewals, and letters meet requirements.
• Process plan changes, endorsements, and other requests from account executives and brokers.
• Identify cross-selling opportunities and maintain client databases.

Skills

Group health insurance knowledge

License: Life & Health

MS Office proficiency

Strong communication skills

Strong organizational skills

Independent work style

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.
• 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.

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 .