What are the responsibilities and job description for the Broker Consultant I position at USI Holdings Corporation?
General Description: Manage a book of brokers and their business as assigned. Responsible for coordination of day-to-day customer service and supporting the broker-Emerson Rogers (ER) relationship. Act as a liaison between the insurance carrier and broker. Assist with training brokers and perform rate/renewal analysis. The Broker Consultant is encouraged to visit the top brokers on a regular schedule as directed by management.
Responsibilities:
- Work with VIP brokers determined by the value of business and level of difficulty. Includes frequent contact and meetings with brokers.
- 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 the requirements of the writing carrier.
- Process plan changes submitted by account executives, broker consultants, and brokers. Includes policy changes, endorsements, and other requests.
- Provide follow-up communication and approvals on plan changes and open enrollment issues.
- Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
- Identify cross-selling opportunities for other lines of coverage.
- Enter data into commission database.
- Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
- Coordinate with team members to ensure service and turn-around times meet ER standards.
- Develop and maintain strong working relationships with brokers, vendors, and internal staff.
- Stay current with insurance regulations, carrier plan options, underwriting rules and other value add programs offered by Emerson Rogers.
Knowledge, Skills and Abilities:
- 1 years of experience working 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.
Physical Demands:
Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.
Analysis of Physical Demands:
- Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
- Frequently (34%-66% of time) work performed requires employees to drive to client appointments, handle and grasp things, walk on normal surfaces, stand, and bend.
- Occasionally (1%-33% of time) work performed requires employees to have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
- Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling, or squatting.
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.
$65,000 - $68,000
Job ID:
29593
Salary : $65,000 - $68,000
