Manager Broker Services

• Accountable for day-to-day management of Broker Consultants and Benefit Administrators. Includes monitoring work product, approving timecards and PTO requests, and performance management.
• Provide training, coaching, and mentoring to assigned team members. Includes feedback for performance reviews and performance improvement plans.
• Promote Emerson Rogers culture in alignment with the philosophies and mission statement.
• Collaborate with OpCo President/Market Leader and other members of the management team. Ensure department’s highest level of service and efficiency.
• Work with Human Resources to define the organizational structure. Includes coordinating recruiting and staff development.
• Serve as a point of escalation for team members.
• Make recommendations for process improvement to achieve operational goals and capacity management.
• Participate, as needed, in interviewing, hiring, training, and development of operations staff.
• Support the carrier/vendors goals and objectives.
• Resolve day-to-day service issues for brokers and vendors.
• Educate, advise, and aid brokers on all compliance topics. Includes ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
• Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
• Process all policy changes, endorsements, and other requests of clients and brokers.
• Identify cross-selling opportunities for ancillary and worksite.
• Participate with Account Executive on sales opportunities as needed.
• Stay current with industry and new product information, legislation, technology, and trends.

• 5+ years of experience working in a group health insurance setting. Prior supervisory experience preferred.
• Bachelor’s degree preferred.
• Must hold a Life, Accident & Health license.
• Expert knowledge of products, services, competitive offerings, market needs, and industry trends.
• In-depth knowledge of agency management system functionality, workflow procedures, underwriting, sales, and service processes.
• Detailed understanding of all types of health/ancillary benefit plan designs, financial models, enrollment, and carrier processes.
• Effective leadership skills with ability to manage others effectively.
• Strong analytical skills. Ability to use and interpret benefit related facts and figures.
• Ability to work in a fast-paced, team environment.
• Strong organizational skills. Ability to set priorities and manage deadlines.
• Strong communication and presentation skills. Includes ability to maintain relationships with clients, carriers, vendors, and other business contacts.
• 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.