Broker Relations Specialist

USI Insurance Services; Orlando, Northern (FL, KY); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

401(k) retirement plan

Paid time off

Paid holidays

Family leave

Job summary

USI Insurance Services in Orlando, FL is seeking a Broker Consultant to manage a book of brokers and coordinate day-to-day customer service, supporting the ER relationship.

You will train brokers, analyze rates and renewals, respond to carrier and broker questions, process plan changes and new business, and maintain accurate client files while building strong vendor and internal partnerships.

Qualifications

• 1+ years of experience in a group health insurance setting preferred.
• Must hold Life & Health insurance license or obtain within three months.
• Familiarity with insurance products, services, market needs, industry trends, and claims procedures.
• Understanding of alternate funding arrangements (fully/partially insured, minimum premium, self-insured).
• Strong communication and interpersonal skills.
• Ability to work independently and in a busy team environment.
• Strong organizational skills.
• MS Office proficiency

Responsibilities

• Coordinate day-to-day customer service for brokers.
• Support broker-Emerson Rogers (ER) relationship.
• Resolve day-to-day service issues for brokers and vendors; assist with claims and billing problems.
• Respond to carrier and/or broker questions; ensure new business, renewals, and broker of record letters meet carrier requirements.
• Process plan changes submitted by account executives, broker consultants, and brokers; include policy changes and endorsements.
• Provide follow-up communication and approvals on plan changes and 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 and maintain case files; coordinate with team to meet ER standards.
• Develop and maintain strong relationships with brokers, vendors, and internal staff.
• Stay current with insurance regulations, carrier plans, underwriting rules and value-add programs

Skills

Communication skills

Organizational skills

Problem-solving

Independent work

Team collaboration

Customer service

MS Office proficiency

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

USI Insurance Services in Orlando, FL is seeking a Broker Consultant to manage a book of brokers and coordinate day-to-day customer service, supporting the ER relationship.

You will train brokers, analyze rates and renewals, respond to carrier and broker questions, process plan changes and new business, and maintain accurate client files while building strong vendor and internal partnerships.