Broker Relations & Renewal Specialist

Usi, Inc.; Oklahoma City (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

USI, Inc. is seeking a Broker Consultant in Oklahoma City to manage a book of brokers and coordinate day-to-day customer service. You will support the broker–Emerson Rogers relationship, assist with rate/renewal analysis, and visit top brokers regularly as directed by management.

The role requires 1+ year of group health insurance experience, a Life & Health license (or intent to obtain within 3 months), and strong communication and organizational skills. Proficiency with MS Office is expected.

Qualifications

• 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, competitive offerings, market needs, industry trends, and claims procedures.
• Basic understanding of alternate funding arrangements (fully insured, self-insured, etc).
• Ability to solve problems creatively and proactively.
• Strong organizational skills and ability to manage deadlines.
• Strong verbal, written, and interpersonal communication skills including relationships with brokers and carriers.
• Ability to work independently and in a busy, team environment.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint).

Responsibilities

• Manage a book of brokers and their business as assigned.
• Coordinate day-to-day customer service and support the broker–Emerson Rogers relationship.
• Assist with training brokers and perform rate/renewal analysis.
• Visit top brokers on a regular schedule as directed by management.
• Resolve day-to-day service issues for brokers and vendors, including claims and billing problems.
• Respond to carrier and broker questions and ensure new business, renewals, and broker letters meet carrier requirements.
• Process plan changes submitted by account executives, broker consultants, and brokers.
• Provide follow-up communication and approvals on plan changes and enrollments.
• Process new business applications and ensure timely installation by the vendor.
• Identify cross-selling opportunities and enter data into the commission database.
• Maintain client databases and case files per workflows.
• Coordinate with team to meet ER standards for service and turnaround times.
• Develop and maintain strong broker/vendor/internal staff relationships.
• Stay current with insurance regulations, carrier plan options, underwriting rules, and value-add programs.

Skills

Group health insurance

Communication skills

Problem-solving

Independent worker

Education

Bachelor's degree

Tools

Word

Excel

PowerPoint

Job description

USI, Inc. is seeking a Broker Consultant in Oklahoma City to manage a book of brokers and coordinate day-to-day customer service. You will support the broker–Emerson Rogers relationship, assist with rate/renewal analysis, and visit top brokers regularly as directed by management.

The role requires 1+ year of group health insurance experience, a Life & Health license (or intent to obtain within 3 months), and strong communication and organizational skills. Proficiency with MS Office is expected.