VIP Broker Relations Consultant

Usi, Inc.; Dallas (TX); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401(k)

FSAs/HSA

Disability insurance

Paid time off

Paid family leave

Paid holidays

Job summary

USI is seeking a Broker Consultant in Dallas, TX to manage a select group of VIP brokers and coordinate day-to-day customer service in support of the broker-Emerson Rogers relationship. The role includes rate/renewal analysis, training brokers, and staying current with carrier plans and underwriting rules.

The ideal candidate has 1+ year in group health insurance, a Life & Health license within 3 months, and strong communication and organizational skills.

Qualifications

• 1+ years in group health insurance preferred.
• Bachelor’s degree preferred.
• Life & Health insurance license required within 3 months of hire.
• Familiar with products, services, market needs, industry trends, and claims procedures.
• Understanding of alternate funding arrangements (fully/partially insured, min premium, self-insured).
• Able to creatively and proactively problem-solve.
• Strong organizational skills and deadline management.
• Excellent verbal, written, and interpersonal communication; ability to maintain broker/carrier relationships.
• Ability to work independently and in a team.
• Proficient with Microsoft Office (Word, Excel, PowerPoint).

Responsibilities

• Manage a book of brokers and their business.
• Coordinate day-to-day customer service and broker relationships.
• Assist with rate/renewal analysis.
• Visit top brokers regularly as directed by management.
• Resolve service issues for brokers and vendors, including claims and billing problems.
• Respond to carrier/broker questions and ensure required documents meet carrier rules.
• Process plan changes and new business applications with timely installations.
• Identify cross-selling opportunities for other lines of coverage.
• Enter data into commission and client databases and maintain accurate case files.
• Stay current with regulations, plans, underwriting rules, and ER programs.

Skills

Problem solving

Organizational skills

Verbal communication

Written communication

Interpersonal skills

Independent work

Microsoft Office

Education

Bachelor's degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

USI is seeking a Broker Consultant in Dallas, TX to manage a select group of VIP brokers and coordinate day-to-day customer service in support of the broker-Emerson Rogers relationship. The role includes rate/renewal analysis, training brokers, and staying current with carrier plans and underwriting rules.

The ideal candidate has 1+ year in group health insurance, a Life & Health license within 3 months, and strong communication and organizational skills.