Broker Success & Renewal Specialist

Usi, Inc.; Fort Worth (TX); In loco; USD 60.000 - 85.000; Tempo pieno

Descrizione del lavoro

USI, Inc. is seeking a Broker Consultant to manage a book of brokers and coordinate day-to-day service. The role includes acting as a liaison between carriers and brokers, assisting with rate/renewal analysis, and supporting broker training.

Regular visits to top brokers are encouraged to strengthen relationships with Emerson Rogers and carriers. You will stay current with insurance regulations, carrier plan options, underwriting rules, and value-add programs while developing strong vendor and

Competenze

• 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. 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. Includes ability to maintain relationships with brokers and carriers.
• Ability to work independently and in a busy, team environment.
• Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.

Mansioni

• Work with VIP brokers determined by the value of business and level of difficulty.
• Resolve day-to-day service issues for brokers and vendors.
• Assist with claims and billing problems.
• Respond to carrier and/or broker specific questions.
• Ensure new business, renewals, and broker of record 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 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.
• Enter data into commission database and update client files.

Conoscenze

Organizational skills

Communication skills

Team collaboration

Independent work

Formazione

Bachelor’s degree

Life & Health insurance license

Strumenti

Microsoft Office

Descrizione del lavoro

USI, Inc. is seeking a Broker Consultant to manage a book of brokers and coordinate day-to-day service. The role includes acting as a liaison between carriers and brokers, assisting with rate/renewal analysis, and supporting broker training.

Regular visits to top brokers are encouraged to strengthen relationships with Emerson Rogers and carriers. You will stay current with insurance regulations, carrier plan options, underwriting rules, and value-add programs while developing strong vendor and