Strategic Insurance Broker Relations Lead

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

Benefits offered by this job

Full-suite of benefits

Health benefits

401(k)

Paid time off

Paid holiday time

Job summary

USI Insurance Services seeks a Broker Consultant to manage a portfolio of VIP brokers, coordinate day-to-day client service, and support the Emerson Rogers relationship. The role involves training brokers, handling rate analyses, and ensuring timely delivery of new business, renewals, and related letters.

The ideal candidate has 1+ year in group health insurance, possesses a Life & Health license or is on track to obtain it, and excels in communication and problem-solving while maintaining

Qualifications

• 1+ year of experience in a group health insurance setting preferred.
• Must hold Life & Health insurance license or obtain within three months from date of hire.
• Familiarity with insurance products, services, market needs, and claims procedures.

Responsibilities

• Manage a book of brokers and their business; coordinate day-to-day customer service.
• Serve as liaison between carrier and broker; assist with broker training and rate/renewal analysis.
• Resolve service issues, respond to carrier/broker questions, and ensure timely processing of new business, renewals, and broker letters.
• Process plan changes and approvals; support enrollment and vendor case installation.
• Identify cross-selling opportunities and maintain client databases and case files.

Skills

Group health insurance

Licensure readiness (Life & Health)

Customer relationship management

MS Office proficiency

Problem-solving

Communication skills

Education

Life & Health insurance license

Tools

MS Word

MS Excel

MS PowerPoint

Job description

USI Insurance Services seeks a Broker Consultant to manage a portfolio of VIP brokers, coordinate day-to-day client service, and support the Emerson Rogers relationship. The role involves training brokers, handling rate analyses, and ensuring timely delivery of new business, renewals, and related letters.

The ideal candidate has 1+ year in group health insurance, possesses a Life & Health license or is on track to obtain it, and excels in communication and problem-solving while maintaining