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Job Details

Locations
TX - San Antonio
Job ID
30313

Description and Requirements

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. 

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.