Position Descriptions

Click the position title to learn more about your role and skills needed to succeed in each department.

CONTRACTING & COMMISSIONS SPECIALIST

Your Role

This position requires onboarding and contracting processes for both products and brokers.  Sensitive document and information management, CRM  system management, accounting & fiduciary responsibility, detail orientation, continuous follow-up communications, deadline sensitivity, process follow-through to completion, and  routine reporting .

Skills & Qualifications

• Accounting Experience
•  CRM System Admin Management
• Managing Onboarding  Processes
  
• Insurance Contracting Experience
  

Works closely with:  Insurance Brokers, Insurance Carriers, Recruiters, IT & Development, financial vendors.

FRONT DESK ADMIN

Your Role

This position is the gatekeeper of the physical office and agency owner. Answering and routing phone calls, emails, scheduling meetings, managing office calendar, meeting minutes, ordering and maintaining office supplies, shipping & receiving, liaison for service vendors, office errands. 

Skills & Qualifications

• Multi-line Phone System Experience
• Exceptional Verbal & Written Communication
• Positive & Outgoing Personality
• Schedule & Calendar Management Experience

Works directly with: Agency Owner, Service Vendors, Brokers, Carriers,  Clients.

GROUP HEALTH INSURANCE ADMIN

Your Role

Group Health Insurance admins service, renew, and maintain all house-owned group policies. They also run quotes, provide presentations, and process renewals for brokers.  They  maintain positive broker and carrier relationships with the goal of growing their department. and  keep a keen eye  on new products, lead opportunities, and industry trends to collaborate on with marketing team. They remain diligent in their own knowledge and education of legislation that may impact  brokers' book of business or retention abilities. Group Health Admin should be a mentor and for new group brokers by scheduling regular trainings and disseminating industry news through marketing team.

Skills & Qualifications

• Group Health Experience
• Group Health Sales Experience
• Proficient in Excel, PDF use, and Power Point
• Organized with excellent process communication abilities
• Maintain Membership in relevant associations

Works directly with: Brokers, Carriers, Clients. Marketing

INDIVIDUAL HEALTH INSURANCE Admin

Your Role

Health Insurance Admins maintain all agency-owned individual and Medicare policies. This position should be a product expert in all current-year plans and associated networks for both individual health and Medicare lines. It requires faxing and processing of enrollment applications, scheduling broker trainings, managing extensive files of carrier product assets, and collaboration with website maintenance. This position requires excellent broker manager relationships and seeks out lead generating opportunities to collaborate on with the marketing team. Industry updates, news and information that could impact enrollments and retention should be closely monitored and communicated.

Skills & Qualifications

• Previous or Current Health Insurance License
• Medicare Experience
• Familiarity with State Health Exchange
• Extremely Organized
• Excellent Written and Verbal Communications
• Maintain Training Schedules
• Maintain Membership in relevant associations
  

Works directly with: Brokers, Broker Managers, Marketing

LIFE insurance ADMIN

Your Role

As one of the few positions that offers commissions opportunities, making it ideal for licensed brokers! This position maintains agency-owned policies and serves as back-office support for life insurance brokers by providing quotes, illustrations, managing underwriting communications.   This person is a  product expert, schedules broker regular trainings, and is the go-to for agency quoting and enrollment tools training.. This role also manages extensive files of carrier assets, and collaborates with website team. This position requires excellent broker manager relationships and seeks out lead generating opportunities to collaborate on with the marketing team. Industry updates, news and information that could impact sales and retention should be closely monitored and communicated.

Skills & Qualifications

• Life Insurance License
• Life Insurance Contracting Experience
• Life Insurance Sales Experience
• Outgoing, sales personality with organizational skills
• Ability to identify sales opportunities
• Maintain Membership in relevant associations
• Some in-field work: Retail, Ride-along and sales appointments
  

Works directly with: Brokers, Carriers, Contracting & Commissions, Recruiters, Marketing

marketing & recruiting admin

Your Role

Another positions that offers commissions opportunities for licensed brokers. Unlike the other positions, this one  requires it --along with specific technical skills and working out in the field.
The marketing & recruiting admin is a polished and successful sales person, articulate public speaker, and has enough technical skills to create presentations, run webinars, use various communications platforms, and manage  in-person events. Their goal is to recruit new brokers, help them with the onboarding process, guide them in their training journey, and teach them to use lead programs and resources offered by the agency.

Skills & Qualifications

• Life & Health and/or P&C License Required
• Exceptional Verbal & Written Communication Skills
• Insurance Sales & Recruiting Experience
• Familiarity with Email Platforms (mail chimp, constant contact)
• Proficient with Social Media Business  Accounts

Works Directly with:  Marketing, Contracting, Brokers

p&c insurance admin

Your Role

One of the few positions that offers commissions opportunities, making it ideal for licensed brokers - especially those wanting to learn the P&C business. This position maintains agency-owned policies and serves as back-office support for P&C  brokers like the other departments, but this is a self-contained agency that includes its own contracting, commissions, and sales manager. Like the other departments, the goal is to service, train, and empower brokers.

Skills & Qualifications

• P&C license preferred
• Computer Literacy required- the ability to communicate, file, and troubleshoot your machine and software.
• Outgoing, sales personality with organizational skills and positive phone presence

Works Directly with: P&C Manager, Marketing

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QUALIFICATIONS & SKILLS FOR ALL POSITIONS

• Insurance industry experience preferred--management, sales, underwriting, call centers, service work, etc.
• Exceptional Customer Service Skills - all positions work directly with a form of "customer" - brokers, clients, etc.
• Computer Use & Software Fluency
  • Understanding of HIPPA--including how it relates to Cyber Security
  • MS Office Programs - especially Excel
  • Calendar & Scheduling Programs
  • Chat Programs (e.g. Slack)
  • Adobe/PDF Creating, Filling, Signing
  • CRM programs
  • Navigating Websites
  • Navigating Search Engines
  • Remote Desktops
  • Multi-Line Phone System
• Must Pass Regular Background Checks
• Strong Self-Organizational Skills
• Excellent Verbal and Written Communication Skills
• Results Driven Work Ethic
• Deadline and Detail-Oriented
• Self-Motivated to Improve and Grow Self & Department

 
 
COMPENSATION & BENEFITS
DOE and Position. There is a 60-day probationary period, followed by an assessment and onboarding of benefits package, hours and pay increase.Compensation package is discussed at 60 day review and can include:

• Pay & Commission* Negotiation
  
• PTO
• Paid Vacation
  
• Paid Holidays
• Health Benefits Package
• Paid Sick Days

We recognize that some may value health benefits and others pay increases, or vice versa, so the goal of the assessment is to customize the package to the values of the candidate to support their long-term employment.
*Not all positions offer commission opportunities.


COVID-19
Some positions are able to work remotely after training --if the need occurs. Due to our State Grants for open enrollment periods, we are considered essential. We are very flexible at accommodating all of our office staff's level of comfort regarding COVID.

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Ready? Apply Here!

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