Manager Broker Services

USI Insurance Services; West Palm Beach (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive benefits package

Paid time off

Holiday time

Job summary

USI Insurance Services in West Palm Beach, FL is seeking an experienced operations leader to manage a book of brokers within the General Agency framework. You will supervise Broker Consultants and Benefit Administrators, drive training and performance, and collaborate with senior management to optimize service levels and throughput.

The role requires deep knowledge of group health insurance products, ERISA compliance, and broker/vendor liaison skills.

Qualifications

• 5+ years of experience in a group health insurance setting; supervisory experience preferred.
• Bachelor’s degree preferred.
• Must hold a Life, Accident & Health license.
• Expert knowledge of products, services, competitive offerings, market needs, and industry trends.
• In-depth knowledge of agency management system functionality, workflow procedures, underwriting, sales, and service processes.
• Detailed understanding of health/ancillary benefit plan designs, financial models, enrollment, and carrier processes.
• Effective leadership skills with ability to manage others.
• Strong analytical skills and ability to interpret benefit-related data.
• Ability to work in a fast-paced, team environment.
• Strong organizational skills and ability to set priorities and deadlines.
• Strong communication and presentation skills; maintain relationships with clients, carriers, vendors, and other contacts.
• Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.

Responsibilities

• Accountable for day-to-day management of Broker Consultants and Benefit Administrators.
• Provide training, coaching, and mentoring to assigned team members.
• Promote USI Insurance Services culture and mission.
• Collaborate with OpCo President/Market Leader and management team to ensure service and efficiency.
• Work with HR to define organizational structure; coordinate recruiting and staff development.
• Serve as a point of escalation for team members.
• Make recommendations for process improvement to meet goals and capacity.
• Participate in interviewing, hiring, training, and development of operations staff.
• Support carrier/vendors goals and objectives.
• Resolve day-to-day service issues for brokers and vendors.
• Educate and aid brokers on compliance topics (ERISA, COBRA, FMLA, 5500s, Health Care Reform).
• Process new business applications; ensure quick, accurate vendor installation.
• Process policy changes and other requests from clients and brokers.
• Identify cross-selling opportunities for ancillary/worksite benefits.
• Participate with Account Executive on sales opportunities as needed.
• Stay current with industry trends, products, legislation, and technology.

Skills

Team leadership

Employee coaching

Client relationship management

Healthcare products knowledge

Vendor management

Microsoft Office

Education

Bachelor's degree preferred

Life, Accident & Health license

Tools

Agency management system

Job description

Description and Requirements

Requirements

Description and Requirements

General Description:

Responsible for the management of all operations for book of brokers in assigned division. Provide the highest standards in General Agency services and relationships. Assist in the attainment of corporate goals and objectives.

Responsibilities

• Accountable for day-to-day management of Broker Consultants and Benefit Administrators. Includes monitoring work product, approving timecards and PTO requests, and performance management.
• Provide training, coaching, and mentoring to assigned team members. Includes feedback for performance reviews and performance improvement plans.
• Promote Emerson Rogers culture in alignment with the philosophies and mission statement.
• Collaborate with OpCo President/Market Leader and other members of the management team. Ensure department’s highest level of service and efficiency.
• Work with Human Resources to define the organizational structure. Includes coordinating recruiting and staff development.
• Serve as a point of escalation for team members.
• Make recommendations for process improvement to achieve operational goals and capacity management.
• Participate, as needed, in interviewing, hiring, training, and development of operations staff.
• Support the carrier/vendors goals and objectives.
• Resolve day-to-day service issues for brokers and vendors.
• Educate, advise, and aid brokers on all compliance topics. Includes ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
• Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
• Process all policy changes, endorsements, and other requests of clients and brokers.
• Identify cross-selling opportunities for ancillary and worksite.
• Participate with Account Executive on sales opportunities as needed.
• Stay current with industry and new product information, legislation, technology, and trends.

Knowledge, Skills And Abilities

• 5+ years of experience working in a group health insurance setting. Prior supervisory experience preferred.
• Bachelor’s degree preferred.
• Must hold a Life, Accident & Health license.
• Expert knowledge of products, services, competitive offerings, market needs, and industry trends.
• In-depth knowledge of agency management system functionality, workflow procedures, underwriting, sales, and service processes.
• Detailed understanding of all types of health/ancillary benefit plan designs, financial models, enrollment, and carrier processes.
• Effective leadership skills with ability to manage others effectively.
• Strong analytical skills. Ability to use and interpret benefit related facts and figures.
• Ability to work in a fast-paced, team environment.
• Strong organizational skills. Ability to set priorities and manage deadlines.
• Strong communication and presentation skills. Includes ability to maintain relationships with clients, carriers, vendors, and other business contacts.
• Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.