Broker Relations & Renewal Specialist

USI Insurance Services; Jacksonville (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive benefits

Paid time off

Job summary

USI Insurance Services in Jacksonville seeks an experienced program manager to oversee a book of brokers and manage day-to-day client service, training brokers, and rate/renewal analysis. You will act as liaison between carriers and brokers and mentor team members to uphold Emerson Rogers standards.

The role requires collaboration, strong communication, and solid understanding of group health insurance, claims procedures, and regulatory changes.

Qualifications

• 3+ years of experience 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.
• 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.

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.

Skills

Communication skills

Organizational skills

Independent work

Team collaboration

Microsoft Office

Education

Bachelor’s degree preferred

Life & Health license or obtain within three months

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

USI Insurance Services in Jacksonville seeks an experienced program manager to oversee a book of brokers and manage day-to-day client service, training brokers, and rate/renewal analysis. You will act as liaison between carriers and brokers and mentor team members to uphold Emerson Rogers standards.

The role requires collaboration, strong communication, and solid understanding of group health insurance, claims procedures, and regulatory changes.