Offer summary

Qualifications:

High School Diploma or GED required; university degree preferred., Proficient in MS Office, especially Outlook and intermediate Excel., Strong organizational, oral, and written communication skills., Ability to manage competing priorities and collaborate effectively with teams..

Key responsibilities:

Triage team inbox and categorize incoming emails.

Generate quotes for employer groups and provide revisions as needed.

Set up new brokers and contacts, ensuring data integrity.

Gather and process new business materials for enrollment and service requests.

Job description

Position: Junior Broker Sales Representative Location: Orange County, CA Job Id: 5752 # of Openings: 2

Amwins Connect’s mission is to seamlessly connect every point of the benefits journey for brokers, carriers, and their clients with continuous innovation and extraordinary service from passionate people.

At Amwins our people are our greatest asset. We hire the best talent in the industry and provide our employees with the tools to deliver innovative insurance solutions. Here, talent is valued, success is celebrated, and great teamwork defines our culture. Our collaborative environment is the perfect place for you to contribute meaningful national strategies in a rapidly growing organization.

Join our Amwins Connect team as a Jr. Broker Sales Representative in Orange County, California!

Pursuant to California regulation, the base compensation for this position is $68,640 annually and includes eligibility for performance-based bonuses.

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. This position is open to remote candidates.

Responsibilities And Duties

Triage Team Inbox

Review incoming emails
Categorize emails based on type of work
Create service request for work that is done by other departments
Send initial replies to requests to maintain response times

Small Group Quoting

Generate quote for Employer Groups
Provide revisions to existing quotes
Create New Group/Hire Worksheets
Create side by side illustrations of benefits/rates in Excel

New Business

Enter Supply orders in System
Send out enrollment materials via email
Gather new business materials and create service request for processing
Collect materials to process Ease builds
Verify participating providers using carrier websites

Data Integrity

Set up new brokers and contacts
Turn on quoting and web access for brokers

Qualifications & Competencies

Proficient in MS Office software, especially MS Outlook, intermediate Excel, MS teams
Web based audio/video conferencing
High School Diploma or General Education Degree (GED)
University degree preferred
Comprehensive organizational skills
Clear, professional oral and written communication skills
Ability to manage competing priorities, and negotiate mutually successful outcomes
Collaborate and partner effectively with internal and external teams
Strong problem-solving skills and solutions-oriented mind-set

Snapshot Of What Amwins Provides To Our Team Members

Compensation includes a salary commensurate with experience
Position eligible for annual bonus
Full benefits package available

Most benefits available first day of employment

Generous Paid Time Off (PTO)
Collaborative, continuing education focused work environment
Career advancement opportunities

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Apply for this Position

Apply with Indeed

Required profile