1 Broker Consultant I (San Antonio, TX) Job in San Antonio, TX

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Broker Consultant I (San Antonio, TX)

580 - 580-Rogers Benefit

San Antonio, TX | Full Time

$71k-96k (estimate)

3 Months Ago

Broker Consultant I (San Antonio, TX)

$71k-96k (estimate)

Full Time 3 Months Ago

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580 - 580-Rogers Benefit is Hiring a Broker Consultant I (San Antonio, TX) Near San Antonio, TX

General Description: Manage a book of brokers and their business as assigned. Responsible for coordination of day-to-day customer service and supporting the broker-Emerson Reid relationship. Act as a liaison between the insurance carrier and broker. Assist with training brokers and perform rate/renewal analysis. The Broker Consultant is encouraged to visit the top brokers on a regular schedule as directed by management.

Responsibilities:

•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 Emerson Reid 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 Reid.

Knowledge, Skills and Abilities:

•1 year experience working in a group health insurance setting preferred.

•Bachelor’s degree preferred.

•Must hold Life & Health insurance license, or ability to 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.

Job Summary

JOB TYPE

Full Time

SALARY

$71k-96k (estimate)

POST DATE

03/27/2024

EXPIRATION DATE

06/24/2024

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The job skills required for Broker Consultant I (San Antonio, TX) include Customer Service, Interpersonal Communication, Billing, Underwriting, etc. Having related job skills and expertise will give you an advantage when applying to be a Broker Consultant I (San Antonio, TX). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Broker Consultant I (San Antonio, TX). Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Broker Consultant I (San Antonio, TX) positions, which can be used as a reference in future career path planning. As a Broker Consultant I (San Antonio, TX), it can be promoted into senior positions as an Insurance Senior Broker that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Broker Consultant I (San Antonio, TX). You can explore the career advancement for a Broker Consultant I (San Antonio, TX) below and select your interested title to get hiring information.