Ancillary Specialist

General Description:

Manage a book of brokers and their business as assigned. Assist brokers with their small group ancillary sales and renewals. Responsible for supporting the broker-Emerson Rogers relationship.

Responsibilities:

Provide consultation similar to Account Executive for groups under 10 lives. Focus on education, strategy, and sales. Assist with quoting renewal alternatives and new business. Work with carriers to negotiate rates, secure new business, and maintain existing business. Identify cross-selling opportunities for other lines of coverage. Maintain case files of critical client information based on implemented workflows. Meet with broker to understand client goals. Review Request for Proposal (RFP) prior to submission. Review marketing spreadsheet results and rates from carriers for accuracy. Deliver to broker with analysis and recommendations. Follow-up and negotiate final terms for new/renewed business for the year with carriers. Coordinate with Broker Consultant to install new/renewed business and enrollments with carrier. Work with management and team on all aspects of administration to ensure service excellence. 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. With guidance, support Broker Consultant at renewal as needed.

Knowledge, Skills and Abilities:

1 year + experience working in group ancillary benefit setting preferred. Bachelor's degree preferred. Must have Accident & Health license. Basic understanding of self-insured plans. Familiarity with products, services, competitive offerings, market needs, industry trends, and claim procedures. Ability to creatively and proactively problem solve. Ability to stay organized and focused in a busy, team environment. Effective communication skills when dealing with co-workers, brokers, and carriers. Experienced in Microsoft Office products, including Word, Excel, and PowerPoint. Strong analytical skills. Capable of using and interpreting benefit related facts and figures. 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 .