Melville, NY
15 days ago
Broker Consultant
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 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. 
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 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. 
Knowledge, Skills and Abilities: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. 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. 
Physical Demands:Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.
Analysis of Physical Demands:Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.Frequently (34%-66% of time) work performed requires employees to drive to client appointments, handle and grasp things, walk on normal surfaces, stand, and bend. Occasionally (1%-33% of time) work performed requires employees to have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling, or squatting.
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