Broker Relations & Renewal Specialist

Usi, Inc.; New Jersey; On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) plan

Paid time off

Paid holidays

Life insurance

Job summary

USI is seeking an experienced broker relations professional to manage a book of brokers and their business in New Jersey. You will coordinate day-to-day customer service, mentor team members, and act as a liaison between carriers and brokers.

Responsibilities include broker meetings, resolving service issues, processing applications and plan changes, maintaining client files, and staying current with regulations and underwriting rules.

Qualifications

• 3+ years experience in group health insurance setting.
• Life & Health license or obtain within three months from date of hire.
• Strong communication and interpersonal skills.
• Strong organizational skills and ability to manage deadlines.
• Proficiency with Microsoft Office products (Word, Excel, PowerPoint).
• Creative and proactive problem-solving abilities.

Responsibilities

• Mentor internal staff for product and process.
• Work with VIP Brokers determined by value of business; frequent contact/meetings.
• Resolve day-to-day service issues for brokers and vendors; assist with claims and billing.
• Respond to carrier/broker questions; ensure new business, renewals, and letters meet carrier requirements.
• Process plan changes submitted by account executives and brokers; include policy changes and endorsements.
• Provide follow-up communication and approvals on plan changes and enrollment issues.
• Process new business applications and ensure cases are installed quickly and accurately by the vendor.
• Identify cross-selling opportunities for other lines of coverage.
• Update client database; maintain case files per workflows.
• Coordinate with team to meet ER service standards; develop relationships with brokers, vendors, staff.
• Stay current with insurance regulations, carrier options, underwriting rules, and value-add programs.

Skills

Group health exp

Communication

Organizational skills

Independent worker

Microsoft Word

Microsoft Excel

PowerPoint

Problem-solving

Education

Life & Health license

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

USI is seeking an experienced broker relations professional to manage a book of brokers and their business in New Jersey. You will coordinate day-to-day customer service, mentor team members, and act as a liaison between carriers and brokers.

Responsibilities include broker meetings, resolving service issues, processing applications and plan changes, maintaining client files, and staying current with regulations and underwriting rules.