Broker Relations & Renewal Specialist

Usi, Inc.; Houston (TX); In loco; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

USI, Inc. is seeking a Broker Consultant to manage a book of VIP brokers, coordinate daily customer service, and support the Emerson Rogers relationship. You will train brokers, perform rate and renewal analysis, and visit top brokers regularly to maintain high-value partnerships.

Responsibilities include resolving service issues, processing plan changes, and ensuring timely installation of new business. Strong communication and organizational skills are essential for success in this busy

Competenze

• 1+ years of experience in a group health insurance setting preferred.
• Bachelor’s degree preferred.
• Must hold Life & Health insurance license or obtain within three months from date of hire.
• Familiarity with products, services, and market trends.
• Strong organizational and communication skills.
• Ability to work independently and in a busy team environment.
• Proficiency with Word, Excel, and PowerPoint.

Mansioni

• Manage a book of brokers and their business.
• Coordinate day-to-day customer service and broker relationships.
• Assist with training brokers and rate/renewal analysis.
• Visit top brokers as directed by management.
• Resolve day-to-day service issues for brokers and vendors.
• Process plan changes and new business applications.
• Identify cross-selling opportunities for other lines of coverage.
• Update client databases and case files.
• Ensure timely service meeting ER standards.

Conoscenze

Group health insurance experience

Organizational skills

Communication skills

Problem-solving

Independent working

Formazione

Bachelor's degree

Life & Health license or eligibility within 3 months

Strumenti

Microsoft Office

Descrizione del lavoro

USI, Inc. is seeking a Broker Consultant to manage a book of VIP brokers, coordinate daily customer service, and support the Emerson Rogers relationship. You will train brokers, perform rate and renewal analysis, and visit top brokers regularly to maintain high-value partnerships.

Responsibilities include resolving service issues, processing plan changes, and ensuring timely installation of new business. Strong communication and organizational skills are essential for success in this busy