Broker Consultant I

USI Insurance Services; Phoenix (AZ); Híbrido; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

401(k)

Paid time off

Paid holidays

Dental and vision

Descripción de la vacante

USI Insurance Services in Phoenix, AZ seeks a Broker Consultant to manage a broker book, coordinate day-to-day customer service, and support the ER relationship. The role acts as liaison between carriers and brokers while assisting with training, rate/renewal analysis, and broker visits as directed by management.

Ideal candidate has 1+ year in group health insurance, Life & Health license (or within 3 months), and strong communication and organizational skills.

Formación

• 1+ years of experience in a group health insurance setting is preferred.
• Must hold Life & Health insurance license or obtain within three months from date of hire.
• Familiarity with products, services, competitive offerings, market needs and claims procedures.
• Basic understanding of alternate funding arrangements (fully/partially insured, min premium, self-insured).

Responsabilidades

• Work with VIP brokers determined by value of business and level of difficulty.
• Resolve day-to-day service issues for brokers and vendors; assist with claims and billing problems.
• Respond to carrier and broker questions; ensure new business, renewals and broker letters meet requirements.
• Process plan changes submitted by account executives, broker consultants, and brokers.
• Provide follow-up communication on plan changes and enrollment issues.
• Process new business applications; ensure cases are installed quickly by the vendor.
• Identify cross-selling opportunities for other lines of coverage.
• Update client database and maintain case files with accurate information.
• Coordinate with team to meet Emerson Rogers (ER) standards for service and turnaround.
• Develop and maintain strong relationships with brokers, vendors, and internal staff.
• Stay current with insurance regulations, carrier plan options, underwriting rules and value add programs.

Conocimientos

Broker management

Communication skills

Organizational skills

MS Office

Licensing (Life & Health)

Herramientas

Excel

Word

PowerPoint

Descripción del empleo

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.

Benefits

• Full-suite of competitive benefits for our growing population and its diverse needs.
• Health benefits.
• Welfare benefits.
• Financial benefits.
• Medical.
• Wellness.
• Dental and vision.
• 401(k).
• Flexible spending and health savings accounts.
• Short and long-term disability.
• Life insurance.
• Other unique employer-sponsored and voluntary programs.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.