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Job Details

Locations
AZ - Phoenix, PA - Blue Bell
Job ID
31982

Description and Requirements

General Description: Manage a book of brokers and their business as assigned. Assist brokers with their small group ancillary sales and renewals. Responsible for supporting the broker-Emerson Rogers relationship.   

Responsibilities:
  • Provide consultation similar to Account Executive for groups under 10 lives. Focus on education, strategy, and sales. 
  • Assist with quoting renewal alternatives and new business.
  • Work with carriers to negotiate rates, secure new business, and maintain existing business. 
  • Identify cross-selling opportunities for other lines of coverage.
  • Maintain case files of critical client information based on implemented workflows.
  • Meet with broker to understand client goals. Review Request for Proposal (RFP) prior to submission. 
  • Review marketing spreadsheet results and rates from carriers for accuracy. Deliver to broker with analysis and recommendations.
  • Follow-up and negotiate final terms for new/renewed business for the year with carriers. 
  • Coordinate with Broker Consultant to install new/renewed business and enrollments with carrier.
  • Work with management and team on all aspects of administration to ensure service excellence.
  • 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.
  • With guidance, support Broker Consultant at renewal as needed. 

Knowledge, Skills and Abilities:
  • 1 year + experience working in group ancillary benefit setting preferred. 
  • Bachelor’s degree preferred.
  • Must have Accident & Health license.  
  • Basic understanding of self-insured plans.
  • Familiarity with products, services, competitive offerings, market needs, industry trends, and claim procedures.
  • Ability to creatively and proactively problem solve.
  • Ability to stay organized and focused in a busy, team environment.
  • Effective communication skills when dealing with co-workers, brokers, and carriers. 
  • Experienced in Microsoft Office products, including Word, Excel, and PowerPoint. 
  • Strong analytical skills. Capable of using and interpreting benefit related facts and figures.  

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.