Broker Consultant IV

USI Insurance Services; Jacksonville (FL); On-site; USD 75,000 - 110,000; Full time

Job summary

USI Insurance Services in Jacksonville is seeking a broker-focused professional to manage a book of brokers and drive education, strategy, and rate/renewal analysis. You will collaborate with broker teams, escalate carrier issues, and mentor staff to deliver service excellence.

The role emphasizes building relationships with high-value brokers, processing new business and plan changes, and identifying cross-sell opportunities while staying current with regulatory requirements.

Qualifications

• Minimum 5+ years in a group health insurance setting.
• Must hold Life & Health license or obtain within three months of hire.
• Strong analytical skills with ability to interpret benefit data.
• Excellent communication and presentation skills.
• Strong organizational skills and ability to meet deadlines.
• Ability to work independently and in a busy team environment.

Responsibilities

• Consult with brokers with emphasis on education and strategy.
• Escalate issues with carriers for self and broker team members.
• Mentor internal staff on products and processes.
• Maintain frequent contact with VIP brokers based on business value and complexity.
• Resolve day-to-day service issues for brokers and vendors.
• Process new business applications and ensure timely installations by vendors.
• Process plan changes submitted by account executives and brokers, including endorsements.
• Identify cross-selling opportunities for other lines of coverage.
• Update client databases and maintain case files of critical information.
• Communicate with management on all aspects of administration to ensure service excellence.

Skills

Group health insurance knowledge

Analytical skills

Communication skills

Presentation skills

Organizational skills

Team collaboration

Customer relationship management

Education

Bachelor's degree preferred

Tools

MS Office (Word, Excel, PowerPoint)

Job description

General Description

Manage a book of brokers and their business as assigned. Accountable for broker facing responsibilities. Includes supporting the broker-Emerson Rogers (ER) relationship, attending broker meetings, and providing consultation. Assist with training brokers and perform rate/renewal analysis.

Responsibilities

• Consult with brokers similar to Account Executive with emphasis on education and strategy.
• Escalate issues with carriers for self and on behalf of Level 1 and 2 broker consultant team members.
• Mentor internal staff on products and processes. Provide feedback on team members’ performance.
• 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.
• Provide follow-up communication and approvals on plan changes and open enrollment issues.
• Work with Account Executives and vendors to negotiate rates, secure new business, and maintain existing business.
• Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
• Process plan changes submitted by account executives, broker consultants, and brokers. Includes policy changes, endorsements, and other requests.
• Identify cross-selling opportunities for other lines of coverage.
• Submit the appropriate notification to the commission department.
• Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
• Communicate regularly with management and other staff members regarding all aspects of administration to ensure service excellence.
• 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

• 5+ years of experience working in a group health insurance setting preferred.
• Bachelor’s degree preferred.
• Must hold a Life & Health license or obtain within three months from date of hire.
• Familiarity with products, services, competitive offerings, market needs, industry trends, and claim procedures.
• Understanding of alternate funding arrangements. Includes full and partially insured, minimum premium, and self-insured.
• Strong analytical skills. Ability to use and interpret benefit related facts and figures.
• Strong organizational skills. Ability to set priorities and manage deadlines.
• Strong problem-solving, communication, and presentation skills.
• 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 .