Broker Relations & Renewal Specialist II

USI Insurance Services; Jacksonville, Northern (FL, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical plan

Wellness program

Dental plan

Vision plan

401(k)

Paid time off

Paid family leave

Job summary

USI Insurance Services in Jacksonville, FL seeks an experienced professional to manage a book of brokers and coordinate day-to-day client service. You will mentor staff, liaise with carriers and brokers, and perform rate/renewal analyses.

The role requires a Life & Health license (or obtaining it within three months) and 3+ years in group health insurance, with strong communication and organizational skills and proficiency in Microsoft Office.

Qualifications

• 3+ years of experience in a group health insurance setting.
• Must hold Life & Health license or obtain within three months.
• Familiarity with products, services, competitive offerings, market needs, industry trends, and claims procedures.
• Basic understanding of alternative funding arrangements. Includes full and partially insured, minimum premium, and self-insured.
• Ability to creatively and proactively problem-solve.
• Strong organizational skills. Ability to set priorities and manage deadlines.
• Strong verbal, written, and interpersonal communication skills.
• Experience with Microsoft Office products (Word, Excel, 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.
• 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

Group health insurance

Life & Health license

Communication

Organizational skills

Problem-solving

Microsoft Office

Tools

Word

Excel

PowerPoint

Job description

USI Insurance Services in Jacksonville, FL seeks an experienced professional to manage a book of brokers and coordinate day-to-day client service. You will mentor staff, liaise with carriers and brokers, and perform rate/renewal analyses.

The role requires a Life & Health license (or obtaining it within three months) and 3+ years in group health insurance, with strong communication and organizational skills and proficiency in Microsoft Office.