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Job Details

Locations
FL - Jacksonville, FL - Miami, FL - Orlando, FL - West Palm Beach
Job ID
32667

Description and Requirements

General Description: Manage a book of brokers and their business as assigned. Accountable for broker facing responsibilities. Includes supporting the broker-Emerson Rogers (ER) relationship, attending broker meetings, and providing consultation. Assist with training brokers and perform rate/renewal analysis. 

Responsibilities:
  • Consult with brokers similar to Account Executive with emphasis on education and strategy.
  • Escalate issues with carriers for self and on behalf of Level 1 and 2 broker consultant team members.
  • Mentor internal staff on products and processes. Provide feedback on team members’ performance.  
  • Work with VIP brokers determined by value of business and level of difficulty. Includes frequent contact and meetings with brokers.
  • Resolve day-to-day service issues for brokers and vendors.
  • Provide follow-up communication and approvals on plan changes and open enrollment issues.
  • 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.
  • Process plan changes submitted by account executives, broker consultants, and brokers. Includes policy changes, endorsements, and other requests. 
  • Identify cross-selling opportunities for other lines of coverage.
  • Submit the appropriate notification to the commission department.
  • Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
  • Communicate regularly with management and other staff members regarding 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. 

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 claim 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.  
  • Strong organizational skills. Ability to set priorities and manage deadlines. 
  • Strong problem-solving, communication, and presentation skills. 
  • 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.