Insurance Broker Liaison

2 months ago


Camp Hill, Pennsylvania, United States USI Insurance Services Full time
Job Summary

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.
Requirements
  • 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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