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Job Details

Locations
CA - San Jose
Job ID
30221

Description and Requirements

General Description: Responsible for the management of all operations for book of brokers in assigned division. Provide the highest standards in General Agency services and relationships. Assist in the attainment of corporate goals and objectives. 

Responsibilities:
  • Accountable for day-to-day management of Broker Consultants and Benefit Administrators. Includes monitoring work product, approving timecards and PTO requests, and performance management. 
  • Provide training, coaching, and mentoring to assigned team members. Includes feedback for performance reviews and performance improvement plans. 
  • Promote Emerson Rogers culture in alignment with the philosophies and mission statement.
  • Collaborate with OpCo President/Market Leader and other members of the management team. Ensure department’s highest level of service and efficiency.
  • Work with Human Resources to define the organizational structure. Includes coordinating recruiting and staff development.  
  • Serve as a point of escalation for team members. 
  • Make recommendations for process improvement to achieve operational goals and capacity management. 
  • Participate, as needed, in interviewing, hiring, training, and development of operations staff.
  • Support the carrier/vendors goals and objectives.
  • Resolve day-to-day service issues for brokers and vendors. 
  • Educate, advise, and aid brokers on all compliance topics. Includes ERISA, COBRA, FMLA, 5500s, and Health Care Reform.  
  • Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
  • Process all policy changes, endorsements, and other requests of clients and brokers.
  • Identify cross-selling opportunities for ancillary and worksite.
  • Participate with Account Executive on sales opportunities as needed.
  • Stay current with industry and new product information, legislation, technology, and trends. 

Knowledge, Skills and Abilities:
  • 5+ years of experience working in a group health insurance setting. Prior supervisory experience preferred.
  • Bachelor’s degree preferred. 
  • Must hold a Life, Accident & Health license. 
  • Expert knowledge of products, services, competitive offerings, market needs, and industry trends.
  • In-depth knowledge of agency management system functionality, workflow procedures, underwriting, sales, and service processes.
  • Detailed understanding of all types of health/ancillary benefit plan designs, financial models, enrollment, and carrier processes.
  • Effective leadership skills with ability to manage others effectively. 
  • Strong analytical skills. Ability to use and interpret benefit related facts and figures. 
  • Ability to work in a fast-paced, team environment.  
  • Strong organizational skills. Ability to set priorities and manage deadlines. 
  • Strong communication and presentation skills. Includes ability to maintain relationships with clients, carriers, vendors, and other business contacts.  
  • 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.


Salary Range: $90,000 - $91,000