Broker Consultant

• 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. 

• 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. 

• 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.