Broker Consultant I

About the Role

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 perform rate/renewal analysis. The Broker Consultant is encouraged to visit the top brokers on a regular schedule as directed by management.

Key Responsibilities

• Work with VIP brokers determined by the value of business and level of difficulty, including frequent contact and meetings.
• Resolve day-to-day service issues for brokers and vendors, assisting with claims and billing problems.
• Respond to carrier and/or broker specific questions, ensuring new business, renewals, and broker of record letters meet carrier requirements.
• 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 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 and create/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.

Requirements & Tech Stack

• Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.

Qualifications

• 1+ years of experience working in a group health insurance setting preferred.
• Bachelor’s degree preferred.
• Must hold Life & Health insurance 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, including full and partially insured, minimum premium, and self-insured.
• Ability to creatively and proactively problem-solve.
• Strong organizational skills, including the ability to set priorities and manage deadlines.
• Strong verbal, written, and interpersonal communication skills, including the ability to maintain relationships with brokers and carriers.
• Ability to work independently and in a busy, team environment.