Broker Support Representative (FL)

• Salary – $70-75K
• Discretionary bonus of 12K (1K per month) based on personal performance
• Must have sales support experience
• Will be running proposals and handling customer escalations
• Have to be able to read/explain benefits and be able to make recommendations of solutions to “RSM” (act as the brokers knowledge base)
• Need to work with a sense of urgency
• Will have peer to peer conversations with Regional Sales Manager
• Must know local laws and regulations as it relates to benefits
• Must have Group Benefits and Health Insurance experience
• Multi carrier exp preferred
• Actively involved in soliciting and presenting quotes to brokers
  
  

Interview Process

Teams meeting w/ TR & Ashleigh (45 minutes to an hour)

This position is remote. Qualified candidates must reside in Florida.

This role effectively collaborates across all areas to ensure a positive customer experience that leads to sales results. The central purpose of this position is to provide a customer-centric focus, model purposeful leadership, and drive results for sales managers, Brokers & the firm.

Responsibilities And Duties

• Provides exceptional solutions that support the small group strategies
• Assists in evaluating target brokers & deploying a plan for successful engagement
• Builds and maintains strong product knowledge
• Formulates and implements quoting strategy for new business and renewals
• Builds and maintains relationships with brokers
• Provides brokers with timely, solution oriented responses to their business needs
  
  

Qualifications & Competencies

• Current Accident and Health and Life Insurance License
• Two to three years of related experience (customer service, health insurance, administrative support, etc)
• or equivalent of education and experience
• Insurance agency experience is preferred
• Supporting Inside sales experience is preferred
• University Degree preferred but not required
• Proficient in MS Office software
• Emphasis in Outlook and Excel