What are the responsibilities and job description for the Broker Consultant II, PEO position at USI Insurance?
Job Details
Locations
TX - San Antonio
Job ID
32843
Description and Requirements
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 (ER) relationship. Act as a liaison between the insurance carrier and broker. Assist with training brokers and provide mentorship for team members. Perform rate/renewal analysis.
Responsibilities:
- Mentor internal staff for product and process.
- 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. Assists with claim 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 ER 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:
- 3 years of experience working in a group health insurance setting preferred.
- Bachelor’s degree preferred.
- Must hold 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.
- 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.
- Experienced in 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.
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