Broker Representative
Virginia Beach, VA
Full-time
$50000.00-$70000.00/year
CHOICE FINANCIAL GROUP LLC is an EEO employer - M/F/Vets/Disabled
Choice Insurance Agency is one of the fastest-growing companies in our industry as identified by Inc 5000. We believe that by “protecting people’s present, we secure their dreams.” We are searching for an experienced, high-energy Health Insurance Broker Representative.
Position Description:
The position involves creating and maintaining employer-based benefit programs, having in-depth knowledge of insurance plans and ACA, and having extensive product knowledge and understanding of industry trends. The Broker Representative will be the primary point of contact for both current and new business brokers. Brokers may also assist in developing sales strategies and establishing quotas. You should be an adaptable, knowledgeable multi-tasker with strong computer and communication skills.
Primary Responsibilities & Essential Functions
- The position will require in-depth knowledge of multiple health carriers' plans, policies, and parameters, as well as a working knowledge of the ACA.
- Broker Representative will process new and/or renewal business and update the broker on status.
- Broker Representative position will perform various administrative duties and assist our brokers with customer service and billing problems.
- The role will keep detailed records of each service call, including copies of critical documents.
- BR will become a credible resource, developing a trusting/productive relationship with the Broker to ensure the Broker’s book's growth.
- Will develop networks, contacts, and new ways to recruit brokers.
- Will educate and train new and existing brokers on all aspects of health/ life plans, including comparisons to the competition.
- Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.
- Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.
- Staying current with legislation and trends affecting insurance
- Provide timely service and troubleshooting
- Ability to understand the Broker’s needs
- Maintaining a positive attitude, solution-focused
- Exceptional computer skills
Experience & Qualifications:
- Sales: 2 years experience (outside sales or inside sales representative, retail sales associate, or telemarketing)
- Service: 2 years experience
- Life & Health Insurance License (required)
- Sensitivity to confidential information is required.
- Successful track record of meeting sales goals/quotas
- Good verbal and written communication skills
- Excellent attention to detail
- Expert proficiency in Microsoft Office Suite including high functioning ability with Excel, with an ability to become familiar with firm-specific programs and software
- High level of organization, time management, and ability to prioritize
- Ability to work independently, as well as on a team
- Resourceful problem solver
- Honesty and discretion when dealing with Brokers and staff members
- Team player with a commitment to company values
- Must be goal-oriented
- Proficiency in collaboration and delegation of duties
- Strong organizational, project management, and problem-solving skills with impeccable multi-tasking abilities
- Basic analytical and mathematical skills
- Exceptional interpersonal skills
- Friendly and professional demeanor
Benefits:
- Employee Health Benefits (medical, dental, vision)
- 401(k) Retirement Plan
- Employer-paid Group Life Insurance.
- Paid time off
- Paid holidays
- Paid Bereavement
- Gym membership reimbursement
- Employee Referral Bonus
Please visit our careers page to see more job opportunities.
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