Broker Consultant I (Insurance)

Location: Oklahoma City, Oklahoma; Dallas, Fort Worth, Houston, or San Antonio, Texas

Company

hirify.global provides insurance brokerage and related coverage solutions.

What you will do

• Manage an assigned book of VIP brokers and support broker-carrier relationships through frequent communication and meetings.
• Resolve broker and vendor service issues, including claims and billing problems, and respond to carrier and broker questions.
• Process new business, renewals, broker of record letters, policy changes, endorsements, open enrollment issues, and other plan requests.
• Coordinate accurate and timely case installation, approvals, follow-up communication, commission data entry, and client file maintenance.
• Identify cross-selling opportunities and maintain relationships with brokers, vendors, and internal staff.
• Stay current with insurance regulations, carrier plan options, underwriting rules, claims procedures, and Emerson Rogers value-added programs.

Requirements

• At least 1 year of experience in a group health insurance setting is preferred.
• A bachelor's degree is preferred.
• Must hold a Life & Health insurance license or obtain one within three months of hire.
• Familiarity with insurance products, services, competitive offerings, market needs, industry trends, and claims procedures.
• Basic understanding of full and partially insured, minimum premium, and self-insured funding arrangements.
• Creative and proactive problem-solving skills, strong organization, prioritization, and deadline-management abilities.
• Strong verbal, written, and interpersonal communication skills, including the ability to maintain broker and carrier relationships.
• Ability to work independently and in a busy team environment.
• Working knowledge of Microsoft Word, Excel, and PowerPoint.

Culture & Benefits

• Competitive benefits supporting health, welfare, and financial needs.
• Medical, wellness, dental, vision, 401(k), flexible spending, and health savings accounts.
• Short- and long-term disability, life insurance, and other employer-sponsored and voluntary programs.
• Paid time off, paid family leave, and paid holidays.