Broker Consultant III
Location:
CA - San Jose
Apply nowGeneral Description: Serve as Team Leader for broker consultant team members. 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 relationship. Act as a liaison between the insurance carrier and broker. Assist with training brokers and perform rate/renewal analysis.
Responsibilities:
• Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
• Identify cross-selling opportunities for other lines of coverage.
• 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.
• Approve submissions within commission database.
• Work with VIP Brokers determined by value of business and level of difficulty. Includes frequent contact and meetings with brokers.
• Develop and maintain strong relationships with brokers and vendors through frequent contact and meetings.
• Resolve day-to-day service issues for brokers and vendors. Assist with claims and billing problems.
• Escalate issues with carriers for self and on behalf of Level 1 and 2 broker consultant team members.
• Respond to carrier and/or broker specific questions. Ensure new business, renewals, and broker of record letters meet the requirements of the writing carrier.
• Build and maintain enrollment website for clients.
• Work with Account Executives, Broker Consultants, and Brokers in quoting renewal alternatives and new business.
• Work with Account Executives and vendors to negotiate rates, secure new business, and maintain existing business.
• 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 Emerson Reid standards.
• Develop and maintain strong working relationships with brokers, vendors, and internal staff.
• Assist with the development of team standards and processes.
• Stay current with insurance regulations, carrier plan options, underwriting rules, and other value add programs offered by Emerson Reid.
Knowledge, Skills and Abilities:
• 5 years + of experience working in a group health insurance setting preferred.
• Bachelor’s degree preferred.
• Must hold Life & Health license, or ability to 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.
• Strong analytical skills. Ability to use and interpret benefit related facts and figures.
• 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.
$95,000 - $98,000 base annual salary
Job ID:
28454