Broker Consultant II

USI Insurance Services; Warrendale (Allegheny County); On-site; USD 60,000 - 95,000; Full time

Job summary

USI Insurance Services in Warrendale, PA is seeking an experienced team member to manage a broker book and coordinate day-to-day service for the Emerson Rogers relationship. You will mentor staff, respond to carrier/broker inquiries, and perform rate/renewal analyses to support sales and operations.

The role emphasizes collaboration with brokers, vendors, and internal teams, ensuring timely installations, plan changes, and cross-selling opportunities while staying current with industry

Qualifications

• 3+ years of experience in a group health insurance setting preferred.
• Bachelor’s degree preferred.
• Life & Health license required or obtain within three months of hire.
• Familiarity with products, services, and market needs in group health insurance.

Responsibilities

• Mentor internal staff for product and process.
• Coordinate with VIP Brokers and conduct frequent meetings with brokers.
• 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 of record letters meet carrier requirements.
• Process plan changes submitted by account executives, broker consultants, and brokers; ensure timely changes and enrollments.
• Provide follow-up communication and approvals on plan changes and open enrollment issues.
• Identify cross-selling opportunities for other lines of coverage.
• Enter data into commission database and maintain client databases.

Skills

Group health insurance experience

Client relationship management

Education

Bachelor's degree

Tools

MS Word

MS Excel

MS PowerPoint

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 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.
• 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

• 3+ years of experience working in a group health insurance setting preferred.
• Bachelor’s degree 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 .