Broker Consultant II

USI Insurance Services; Harrisburg (Dauphin County); On-site; USD 70,000 - 100,000; Full time

Job summary

USI Insurance Services in Harrisburg is seeking an experienced broker services coordinator to manage a book of brokers and their business. You will coordinate day-to-day customer service and support the broker-Emerson Rogers relationship, acting as a liaison between carriers and brokers.

Responsibilities include mentoring staff, answering carrier inquiries, processing plan changes and new business, and identifying cross-selling opportunities.

Qualifications

• 3+ years of experience in a group health insurance setting.
• Must hold Life & Health license or obtain within three months from date of hire.
• Proficient with Microsoft Office (Word, Excel, PowerPoint) and data management.
• Strong verbal, written, and interpersonal communication skills.
• Ability to work independently and in a busy team environment.

Responsibilities

• Mentor internal staff on product and processes.
• Coordinate service with VIP Brokers and vendors; frequent contact with brokers.
• Resolve day-to-day service issues for brokers and vendors; assist with claims and billing.
• Respond to carrier/broker questions; ensure new business, renewals, and letters meet carrier requirements.
• Process plan changes, endorsements, and enrollment changes.
• Provide follow-up on plan changes and enrollment issues.
• Process new business applications; ensure quick and accurate installations.
• Identify cross-selling opportunities for other lines of coverage.
• Update client databases and maintain case files per workflows.
• Coordinate with team to meet service standards and ER expectations.
• Develop relationships with brokers, vendors, and internal staff; stay current on regulations and options.

Skills

Group health insurance experience

Strong verbal and writtencommunication

Problem solving

Organizational skills

Independent and team-oriented

Education

Life & Health license

Tools

Microsoft Office

Job description

Job ID

32476

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 provide mentorship for team members. Perform rate/renewal analysis.

Responsibilities:

• Mentor internal staff for product and process.
• Work with VIP Brokers determined by value of business and level of difficulty. Includes frequent contact and meetings with brokers.
• Resolve day-to-day service issues for brokers and vendors. Assists with claim 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:

• 3+ years of experience working in a group health insurance setting preferred.
• Must hold Life & Health 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.
• Experienced in 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 .