Insurance Broker Consultant: VIP Relations & Renewals

Usi, Inc.; Camp Hill (Cumberland County); On-site; USD 65,000 - 95,000; Full time

Job summary

USI, Inc. is seeking a Broker Consultant to manage a book of brokers and their business in Camp Hill, PA.

You will coordinate day-to-day customer service and support the broker-Emerson Rogers relationship. You will act as liaison between the carrier and broker, assist with training brokers, handle renewals and endorsements, process new business applications, and identify cross-selling opportunities across lines of coverage.

Qualifications

• 1+ years of experience in a group health insurance setting preferred.
• Bachelor’s degree preferred.
• Must hold Life & Health license or obtain within three months from date of hire.
• Familiarity with insurance carrier products, services and trends.
• Ability to solve problems creatively and proactively.
• Strong organization and deadline management.

Responsibilities

• Manage a book of brokers and their business as assigned.
• Coordinate day-to-day customer service and support broker relationships.
• Liaise between the carrier and broker and assist with broker training.
• Respond to carrier/broker questions; ensure renewals and endorsements meet requirements.
• Process plan changes, new business applications, and enrollments.
• Identify cross-selling opportunities across lines of coverage.
• Maintain client data and update broker/case files as workflows dictate.
• Develop relationships with brokers, vendors and internal staff.

Skills

Group health insurance experience

Customer service coordination

Broker relationship management

Communication skills

Organizational skills

Problem solving

Education

Bachelor's degree preferred

Life & Health license or ability to obtain within 3 months

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

USI, Inc. is seeking a Broker Consultant to manage a book of brokers and their business in Camp Hill, PA.

You will coordinate day-to-day customer service and support the broker-Emerson Rogers relationship. You will act as liaison between the carrier and broker, assist with training brokers, handle renewals and endorsements, process new business applications, and identify cross-selling opportunities across lines of coverage.