Broker Consultant I

USI Insurance Services; Oklahoma City (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

USI, Inc. is seeking a Broker Consultant in Oklahoma City to manage a book of brokers and coordinate day-to-day customer service. You will support the broker–Emerson Rogers relationship, assist with rate/renewal analysis, and visit top brokers regularly as directed by management.

The role requires 1+ year of group health insurance experience, a Life & Health license (or intent to obtain within 3 months), and strong communication and organizational skills. Proficiency with MS Office is expected.

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, competitive offerings, market needs, industry trends, and claims procedures.
• Basic understanding of alternate funding arrangements (fully insured, self-insured, etc).
• Ability to solve problems creatively and proactively.
• Strong organizational skills and ability to manage deadlines.
• Strong verbal, written, and interpersonal communication skills including relationships with brokers and carriers.
• Ability to work independently and in a busy, team environment.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint).

Responsibilities

• Manage a book of brokers and their business as assigned.
• Coordinate day-to-day customer service and support the broker–Emerson Rogers relationship.
• Assist with training brokers and perform rate/renewal analysis.
• Visit top brokers on a regular schedule as directed by management.
• Resolve day-to-day service issues for brokers and vendors, including claims and billing problems.
• Respond to carrier and broker questions and ensure new business, renewals, and broker letters meet carrier requirements.
• Process plan changes submitted by account executives, broker consultants, and brokers.
• Provide follow-up communication and approvals on plan changes and enrollments.
• Process new business applications and ensure timely installation by the vendor.
• Identify cross-selling opportunities and enter data into the commission database.
• Maintain client databases and case files per workflows.
• Coordinate with team to meet ER standards for service and turnaround times.
• Develop and maintain strong broker/vendor/internal staff relationships.
• Stay current with insurance regulations, carrier plan options, underwriting rules, and value-add programs.

Skills

Group health insurance

Communication skills

Problem-solving

Independent worker

Education

Bachelor's degree

Tools

Word

Excel

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 .