Ancillary Specialist

3 weeks ago

Tampa, United States USI Holdings Corporation Full time
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 Reid 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 Reid.

• 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.

Job ID:

27876

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