Broker Consultant I

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

Job summary

USI Insurance Services is seeking a Broker Consultant to manage a book of brokers and their business, coordinating day-to-day customer service and supporting the broker-Emerson Rogers relationship.

You will act as a liaison between the carrier and broker, assist with broker training, and perform rate and renewal analyses. Regular visits to top brokers are encouraged by management to foster strong partnerships.

Qualifications

• Bachelor’s degree preferred.
• Must hold Life & Health insurance license or obtain within 3 months from date of hire.
• 1+ year of experience in a group health insurance setting preferred.
• Strong verbal, written, and interpersonal communication skills.

Responsibilities

• Manage a book of brokers and their business as assigned.
• Coordinate day-to-day customer service and support broker-Emerson Rogers relationships.
• Act as liaison between insurance carrier and broker.
• Assist with training brokers and perform rate/renewal analysis.
• Visit top brokers on a regular schedule as directed by management.

Skills

Client relationship management

Excellent communication

Organizational skills

Problem-solving

Independent worker

Microsoft Office knowledge

Team collaboration

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Description and Requirements

Requirements

Description and Requirements

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 .