Broker Relations & Growth Specialist

Usi, Inc.; San Antonio (TX); In loco; USD 60.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, vision benefits

401(k)

Health Savings Account (FSA/HSA)

Life insurance

Disability insurance

Paid time off

Paid family leave

Paid holidays

Descrizione del lavoro

USI, Inc. is seeking a Broker Consultant to manage a book of brokers and coordinate day-to-day customer service for the Emerson Rogers relationship. You will train brokers, assist with rate and renewal analyses, and act as the liaison between carriers and brokers.

The role emphasizes regular broker interactions, handling service issues, processing plan changes, and ensuring timely, accurate installations and renewals. Strong communication and organizational skills are essential.

Competenze

• Experience in group health insurance preferred.
• Bachelor’s degree preferred.
• Life & Health license required or to be obtained within 3 months of hire.
• Familiarity with insurance products, services, and carrier plans.
• Strong problem-solving, organizational and communication skills.
• Ability to work independently and in a team.

Mansioni

• Manage brokers and the broker-Emerson Rogers relationship, coordinating day-to-day customer service.
• Resolve broker and vendor service issues, including claims and billing problems.
• Respond to carrier/broker questions and ensure new business, renewals, and broker letters meet carrier requirements.
• Process plan changes and other requests submitted by account executives and brokers.
• Provide follow-up communication on plan changes and enrollment issues; process new business installations.
• Identify cross-selling opportunities across lines of coverage.
• Maintain and update client databases and case files; ensure timely vendor installations.
• Build strong relationships with brokers, vendors, and internal staff and stay current on regulations.

Conoscenze

Customer service

Communication skills

Problem solving

Organizational skills

Independent work

Formazione

Bachelor’s degree preferred

Life & Health license (within 3 months)

Strumenti

Microsoft Office

Descrizione del lavoro

USI, Inc. is seeking a Broker Consultant to manage a book of brokers and coordinate day-to-day customer service for the Emerson Rogers relationship. You will train brokers, assist with rate and renewal analyses, and act as the liaison between carriers and brokers.

The role emphasizes regular broker interactions, handling service issues, processing plan changes, and ensuring timely, accurate installations and renewals. Strong communication and organizational skills are essential.