Insurance Broker Liaison
2 months ago
USI Insurance Services is seeking a highly skilled Insurance Broker Liaison to join our team. As an Insurance Broker Liaison, you will be responsible for managing a book of brokers and their business, providing exceptional customer service, and acting as a liaison between the insurance carrier and broker.
Key Responsibilities- Manage a portfolio of brokers and their business, providing regular communication and support to ensure their needs are met.
- Act as a liaison between the insurance carrier and broker, resolving day-to-day service issues and ensuring that 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, including policy changes, endorsements, and other requests.
- Provide follow-up communication and approvals on plan changes and open enrollment issues.
- Process new business applications, ensuring that cases are installed quickly and accurately by the vendor.
- Identify cross-selling opportunities for other lines of coverage.
- Enter data into commission database and update client database on an ongoing basis.
- Coordinate with team members to ensure service and turn-around times meet USI Insurance Services 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 USI Insurance Services.
- 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, including 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, including 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.
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