Broker Account Executive

POSITION SUMMARY:

We are seeking a highly experienced Broker Executive Assistant to join our team. In this role, you will be responsible for daily operations projects within the broker Sales, Marketing and Operations team to execute processes and elevated administrative tasks to achieve company goals. Furthermore, the Broker Account Executive will be responsible for implementing new resources and systems to maximize our results. The ideal candidate must have negotiation, sales, project management, interpersonal and analytical skills. This is an opportunity to join a mission-driven company and make a positive impact in the community.

ABOUT IDEA INSURANCE:

IDEA Insurance Agency is a forward-thinking company with a mission to provide care and protection to our clients by achieving peace of mind and an extraordinary lifestyle. Our vision is to be the leading insurance brokerage by impacting the lives of 1 million families. At IDEA Insurance Agency, we are guided by our values of Intentional, Commitment, Accountability, Results-Oriented, and Excellence. We believe that by living these values every day, we can deliver the highest quality service to our clients and make a positive impact in the communities we serve. If you share these values and are passionate about making a difference, we encourage you to apply to join our team.

PERFORMANCE OBJECTIVES:

• Provides ongoing Broker Training and Development
• Nurtures broker relationships and engagement
• Identifies growth strategies and market opportunities
• Help and supervise agent’s grassroots marketing efforts
• Support Marketing team with goals and planning
• Organize Operations Department needs and performance accordingly
• Effectively confirming events, meetings, trainings with operations team
• Verify sales goals, quality control, processes and compliance measurements
• Support independent agents with product and marketing questions as needed
• In charge of new agent recruiting process and interviews
• Increases Sales goals through effective marketing activities
• Handles contracts paperwork, documentation and all CMS compliance elements
• Provides strategies for market development and product expansion

CAPABILITIES / KEY COMPETENCIES:

• Proactive and Efficient
• Outstanding communication skills
• Strong attention to detail and ability to manage multiple projects concurrently
• Ability to work independently and as part of a team
• Self motivated, reliable and problem solver expert
• Must be able to multitask and listen to client needs effectively
• Proficiency with Google Workspace, Slack, Healthsherpa, Sunfire, Connecture, Notion,
• Canva, and other relevant platforms
• Understands CMS rules and regulations for Medicaid, Medicare and ACA
• Preferably bilingual in English and Spanish

EDUCATION & EXPERIENCE:

• High school diploma or GED required
• College or Associates degree preferred
• 215 Health/Life Insurance License preferred
• 3 years of experience in a administrative roll
• 3 years in a marketing grassroots roll
• Strong communication and writing skills
• Negotiation and sales skills
• Proficiency with software such as Google Workspace
• Ability to work independently and as part of a team

COMPENSATION AND BENEFITS

• Salary range $60K - $70K a year based on experience
• Commissions, incentives and bonus structure
• Paid time off and paid holidays
• Employee development program / Leadership development
• Company contributions to Health, Dental, Vision & Accident Insurance
• HSA and Retirement planning options
• Employer paid EAP

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• Employee assistance program
• Health insurance
• Health savings account
• Paid time off

Supplemental Pay:

• Commission pay

Language:

• Spanish (Required)

License/Certification:

• 215 Health / Life Insurance License (Preferred)

Ability to Commute:

• Orlando, FL 32819 (Required)

Work Location: In person

Salary : $60,000 - $70,000