Broker Consultant III - CA - San Jose - 29907 - USI Insurance

Job Details

Locations

CA - San Jose

Job ID

29907

Description and Requirements

General 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 (ER) relationship. Act as a liaison between the insurance carrier and broker. Assist with training brokers and perform rate/renewal analysis.

Responsibilities:

Assist with development of broker consultant team members. Includes onboarding, mentoring, and providing feedback on performance.
Serve as team resource for technical expertise on industry and process.
Assist with the development of team standards and processes.
Escalate issues with carriers for self and on behalf of Level 1 and 2 broker consultant team members.
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.
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.
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.
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 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 urgent with insurance regulations, carrier plan options, underwriting rules, and other value add programs offered by Emerson Rogers.

Knowledge, Skills and Abilities:

5+ years of experience working in a group health insurance setting preferred.
Bachelor’s degree preferred.
Must hold a Life & Health license or obtain within three months from date of hire.
Familiarity with products, services, competitive offerings, market needs, industry trends, and claims procedures.
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.

GLDR

#LI-JM2

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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.

$95k to $98k