USI Insurance Services · 7 hours ago
Ancillary Marketing Broker Consultant
Elmwood Park, NJ
Full-time
Onsite
Mid Level
$56K/yr - $56K/yr
3+ years expUSI Insurance Services is seeking an Ancillary Marketing Broker Consultant to manage a book of brokers and coordinate day-to-day customer service. The role involves acting as a liaison between the insurance carrier and brokers, mentoring team members, and performing rate/renewal analysis.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Mentor internal staff for product and process
Work with VIP Brokers determined by value of business and level of difficulty. Includes frequent contact and meetings with brokers
Resolve day-to-day service issues for brokers and vendors. Assists with claim 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
Qualification
Required
Must hold Life & Health 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
Experienced in Microsoft Office products, including Word, Excel, and PowerPoint
Preferred
3+ years of experience working in a group health insurance setting
Bachelor's degree
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Other unique employer-sponsored and voluntary programs
Generous paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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