Broker Consultant I

Usi, Inc.; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

USI is seeking a Broker Consultant to manage a book of brokers and coordinate day-to-day service in a fast-paced insurance environment. You will act as liaison between carriers and brokers, assist with rate/renewal analysis, and support broker training.

Responsibilities include serving VIP brokers, resolving service issues, handling new business applications, and maintaining accurate client records while aligning with carrier requirements and ER standards.

Qualifications

• 1+ years of experience 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, and claims procedures.
• Basic understanding of alternate funding arrangements (fully/partially insured, min premium, self-insured).
• Ability to creatively and proactively problem-solve.
• Strong organizational, communication, and relationship-building skills.
• Ability to work independently and in a busy, team environment.
• Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.

Responsibilities

• Work with VIP brokers determined by value of business and difficulty, with frequent contact.
• Resolve day-to-day service issues for brokers and vendors, including claims and billing problems.
• Respond to carrier/broker questions and ensure new business, renewals and 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 enrollment issues.
• Process new business applications and ensure cases are installed quickly and accurately.
• Identify cross-selling opportunities for other lines of coverage.
• Update client databases and maintain case files with workflows.
• Coordinate with team to meet ER standards for service and turnaround times.
• Develop and maintain strong relationships with brokers, vendors, and internal staff.
• Stay current with insurance regulations and carrier plan options.

Skills

Verbal communication

Written communication

Interpersonal skills

Organizational skills

Team collaboration

Independent work

MS Office knowledge

Education

Life & Health license

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

OK - Oklahoma City, TX - Dallas, TX - Fort Worth, TX - Houston, TX - San Antonio

Job ID

32977

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.
• 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 .