Talent.com
Broker Consultant
Broker ConsultantUSI Insurance Services • Blue Bell, PA
Broker Consultant

Broker Consultant

USI Insurance Services • Blue Bell, PA
30+ days ago
Job type
  • Full-time
Job description
G eneral Description: Serve as Team Leader for broker consultant team members. 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.

Responsibilities:
• Assist with development of broker consultant team members. Includes onboarding, mentoring, and providing feedback on performance.
• Serve as team resource for technical expertise on industry and process.
• Assist with the development of team standards and processes.
• Escalate issues with carriers for self and on behalf of Level 1 and 2 broker consultant team members.
• Approve submissions within commission database.
• Work with VIP Brokers determined by value of business and level of difficulty. Includes frequent contact and meetings with brokers.
• Develop and maintain strong relationships with brokers and vendors through frequent contact and meetings.
• 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.
• Build and maintain enrollment website for clients.
• Work with Account Executives, Broker Consultants, and Brokers in quoting renewal alternatives and new business.
• Work with Account Executives and vendors to negotiate rates, secure new business, and maintain existing business.
• 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:
• 5 years + of experience working in a group health insurance setting preferred.
• Bachelor’s degree preferred.
• Must hold Life & Health 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.
• Strong analytical skills. Ability to use and interpret benefit related facts and figures.
• 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 .


Create a job alert for this search

Broker Consultant • Blue Bell, PA

Similar jobs

Verizon Sales Consultant

Cellular Sales Verizon Authorized RetailerLansdale, PA, United States
Full-time

Average and High-End Sales Consultants earn $71,000 – $110,000 +/ year.Are you determined to grow your job into a career, in a fast-paced thriving environment? Cellular Sales is the one, a company ...Show more

 • Promoted

Asset Management Consultant

Lincoln Investment PlanningFort Washington, PA, United States
Full-time

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory...Show more

 • Promoted

Associate Director, Business Analytics

CSL BehringKing of Prussia, PA, United States
Full-time

The Associate Director of Business Analytics US I&A is data and analytics leader in support CSL‘s brand teams with strategic insight through quantitative analytics and reporting.The role is to guid...Show more

 • Promoted

Wealth Consultant

Waldron Private WealthWayne, PA, United States
Full-time

Location: 989 Old Eagle School Road, Suite 810, Wayne, PA, 19087, United States.Required Degree: 4 Year Degree.Description Requirements Summary.Show more

 • Promoted

Transaction Coordinator

CBRE GroupBroomall, PA, United States
Full-time

As a CBRE Transaction Management Coordinator, you will support the real estate transaction management team and be responsible for client listings and voucher processing for a single office.This job...Show more

 • Promoted

Sales Consultant

Mattress FirmNewton, PA, US
Full-time

Bilingual preferred — Spanish or Russian.May provide support to the following locations as needed:.Street Road (Route 132), Bensalem, PA 19020.East Street Road, Feasterville-Trevose, PA 19053.Welsh...Show more

 • Promoted

Account Coordinator - ENTERPRISE

Gen3 Marketing LLCBlue Bell, PA, US
Full-time
Quick Apply

Job Description The Enterprise Account Coordinator supports the delivery team in managing the day-today operational needs of complex, -high value enterprise affiliate programs.This role is responsi...Show more

Principal Consultant

Jade GlobalNorth Wales, Montgomery County, United States
Full-time

Assist in the solutioning, design, development, testing, and management of integration applications using Dell Boomi, MuleSoft, webMethods, and AWS, ensuring alignment with enterprise integration a...Show more

 • Promoted • New!

Jr. Mortgage Consultant

NewrezFort Washington, PA, United States
Full-time

Exceed The Expectations Of Our Residential Mortgage Borrowers & Business Partners Through Superior Service, Simple Processes, And Effective Communications.We deliver on this mission by empowering o...Show more

 • Promoted

Purchase Transaction Coordinator - Grid151

ArdnPlymouth Meeting, PA, United States
Full-time

Purchase Transaction Coordinator - Grid151.Coordinate real estate purchase closings.Communicate accurately and punctually with clients, lenders, real estate agents, brokers and others.Effectively d...Show more

 • Promoted

AI Consulting Director

EisnerAmper LLPConshohocken, Montgomery County, United States
Full-time

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show more

 • Promoted • New!

Holdings Strategy Associate

NewSpringBroomall, PA, United States
Full-time

Associate Investment Professional.NewSpring Capital is looking for an associate to support its holdings strategy.In this position, you will play a critical role on our team of investment profession...Show more

 • Promoted

Assistant Account Manager

J & J Staffing ResourcesHarleysville, PA, United States
Full-time

Schedule: Full-Time 8:30am-5:00pm M-Th, Fridays 8:30am-4:30pm | Onsite.We are seeking a motivated and detail-oriented Assistant Account Manager to join our Property & Casualty Insurance team.This i...Show more

 • Promoted

Broker- Professional Liability

AonFort Washington, Pennsylvania, United States
Full-time +1

Aon is looking for a Client Facing Broker with specific professional liability experience.This role is hybrid based in our Fort Washington, PA office.The Broker will be dedicated to Professional Li...Show more

 • Promoted

Employment Specialist

BancroftSwedesboro, New Jersey, United States
Full-time

Corporate and Support Services.We provide a full continuum of highly effective services - for people of all ages and every level of abilities - based on best practices and scientifically proven tec...Show more

 • Promoted

Associate Financial Consultant - Lantern Financial Group

Thrivent Financial for LutheransMontgomeryville, PA, United States
Full-time

Associate Financial Consultant.Location: Offices in Montgomeryville and Boyertown, PA.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and i...Show more

 • Promoted

Consultant Service Liaison

Independence Blue CrossPlymouth Meeting, PA, United States
Full-time

The Consultant Service Liaison functions as the primary liaison to consultants/brokers, sales teams, and operational partners to deliver a seamless and consistent account management service experie...Show more

 • Promoted

Purchase Transaction Coordinator

Ardán, Inc., A Community of CompaniesPlymouth Meeting, Pennsylvania, United States
Full-time
Quick Apply

Coordinate real estate purchase closings.Communicate accurately and punctually with clients, lenders, real estate agents, brokers and others.Effectively deliver and manage pre-closing, closing, and...Show more