Broker Consultant

7 months ago

Camp Hill, United States USI Insurance Services Full time
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 Reid 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 Reid 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 Reid.
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.

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 .


  • Highly Motivated Real Estate Consultant

    2 weeks ago

    Chestnut Hill, Massachusetts, United States Berkshire Hathaway HomeServices Commonwealth Real Estate Full time

    We are seeking a Highly Motivated Real Estate Consultant to join our dynamic team at Berkshire Hathaway HomeServices Commonwealth Real Estate. This is an exciting opportunity for a driven professional who is passionate about helping clients navigate the world of property buying and selling.About UsAt Berkshire Hathaway HomeServices Commonwealth Real Estate,...

  • Commercial Lines Account Manager

    2 weeks ago

    Angels Camp, United States GPAC Full time

    Position: Commercial Insurance Account ManagerDuties will include: Accurately input policy updates and account information.Communicate with client, producer, and carrier underwriters in regards to policy and coverage related questions and information.Responsible for the marketing/quoting process for both new business and account renewals.Identify, compile...

  • Corporate Insurance Solutions Expert

    2 weeks ago

    Cherry Hill, New Jersey, United States World Insurance Associates, LLC. Full time

    Job OverviewAbout World Insurance Associates, LLC.We are a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, we are one of the...

  • Independent New Business Developer

    1 month ago

    RICHMOND HILL, United States US0003 Sysco Jacksonville, Inc. Full time

    JOB SUMMARYThis is a professional sales position responsible for the improvement of Sysco’s market position and achieving financial growth in local independent business. This role is focused on developing local business.By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive strategy...

  • Independent New Business Developer

    1 month ago

    RICHMOND HILL, United States US0003 Sysco Jacksonville, Inc. Full time

    JOB SUMMARYThis is a professional sales position responsible for the improvement of Sysco’s market position and achieving financial growth in local independent business. This role is focused on developing local business.By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive strategy...

  • Independent New Business Developer

    1 month ago

    RICHMOND HILL, United States US0003 Sysco Jacksonville, Inc. Full time

    JOB SUMMARYThis is a professional sales position responsible for the improvement of Sysco’s market position and achieving financial growth in local independent business. This role is focused on developing local business.By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive strategy...

  • Independent New Business Developer

    2 weeks ago

    RICHMOND HILL, United States US0003 Sysco Jacksonville, Inc. Full time

    JOB SUMMARY This is a professional sales position responsible for the improvement of Sysco’s market position and achieving financial growth in local independent business. This role is focused on developing local business. By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive...

  • Independent New Business Developer

    3 weeks ago

    Richmond Hill, United States US0003 Sysco Jacksonville, Inc. Full time

    JOB SUMMARYThis is a professional sales position responsible for the improvement of Sysco’s market position and achieving financial growth in local independent business. This role is focused on developing local business.By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive strategy...

  • Independent New Business Developer

    1 month ago

    Richmond Hill, United States US0003 Sysco Jacksonville, Inc. Full time

    JOB SUMMARYThis is a professional sales position responsible for the improvement of Sysco’s market position and achieving financial growth in local independent business. This role is focused on developing local business.By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive strategy...

  • Associate Director for Strategic Initiatives

    1 week ago

    Chapel Hill, United States InsideHigherEd Full time

    Department:Sheps Ctr for Hlth Serv Res-633100Career Area :Research ProfessionalsPosting Open Date:12/11/2024Application Deadline:12/24/2024Open Until Filled:NoPosition Type:Permanent Staff (EHRA NF)Working Title:Associate Director for Strategic InitiativesAppointment Type:EHRA Non-FacultyPosition Number:20068483Vacancy ID:NF0008736Full Time/Part...

  • Independent New Business Developer

    1 week ago

    Richmond Hill, GA, United States US0003 Sysco Jacksonville, Inc. Full time

    JOB SUMMARY This is a professional sales position responsible for the improvement of Sysco’s market position and achieving financial growth in local independent business. This role is focused on developing local business. By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive...

  • Independent New Business Developer

    3 weeks ago

    Richmond Hill, GA, United States US0003 Sysco Jacksonville, Inc. Full time

    JOB SUMMARY This is a professional sales position responsible for the improvement of Sysco's market position and achieving financial growth in local independent business. This role is focused on developing local business. By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive strategy...

  • Independent New Business Developer

    2 weeks ago

    Richmond Hill, GA, United States US0003 Sysco Jacksonville, Inc. Full time

    JOB SUMMARYThis is a professional sales position responsible for the improvement of Sysco's market position and achieving financial growth in local independent business. This role is focused on developing local business.By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive strategy that...

  • Independent New Business Developer

    1 month ago

    Richmond Hill, GA, United States US0003 Sysco Jacksonville, Inc. Full time

    JOB SUMMARYThis is a professional sales position responsible for the improvement of Sysco’s market position and achieving financial growth in local independent business. This role is focused on developing local business.By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive strategy...

  • Independent New Business Developer

    1 month ago

    Richmond Hill, GA, United States US0003 Sysco Jacksonville, Inc. Full time

    JOB SUMMARYThis is a professional sales position responsible for the improvement of Sysco’s market position and achieving financial growth in local independent business. This role is focused on developing local business.By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive strategy...

  • Independent New Business Developer

    3 weeks ago

    Richmond Hill, GA, Bryan County, GA; Georgia, United States US0003 Sysco Jacksonville, Inc. Full time

    JOB SUMMARY This is a professional sales position responsible for the improvement of Sysco’s market position and achieving financial growth in local independent business. This role is focused on developing local business. By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive...