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 Rogers 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 Rogers 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.

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 Type: Full-time

Pay: $52,000.00 - $56,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance

Experience level:

• 1 year

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Melville, NY 11747: Relocate before starting work (Required)

Work Location: Hybrid remote in Melville, NY 11747