Experior Financial Group

Broker Support Manager

Experior Financial Group

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $65,000 - $70,000 per year

About the role

  • Support the team in administering back-office processes including: Agent profile setup and maintenance, Terminations and account holds, Mailing list management and onboarding communications
  • Support the team in setting up and managing agent payment structures in accordance with the Agent Agreement (AOA), ensuring understanding and compliance with compensation rules
  • Ensure the team responds to inquiries from agents and internal stakeholders (via Salesforce, email, phone, and tickets) within 48 hours, maintaining professionalism and clarity
  • Support and guide the team in managing and communicating chargeback-related debt collections with agents, ensuring accuracy, transparency, and strong communication
  • Ensure the team develops a strong understanding of internal terminology, systems, and processes to effectively support agents
  • Coach, develop, and support team members to improve performance, build skills, and maintain accountability to department standards
  • Foster a positive, professional environment within the team and ensure strong relationships with agents and head office staff
  • Support and oversee the use and continuous improvement of systems including: Back Office Platform, CRM (Salesforce), EFA (Expert Financial Analysis)
  • Identify opportunities to improve processes, systems, and efficiencies, and provide recommendations
  • Ensure training materials are maintained and updated to reflect process changes and newly acquired knowledge
  • Work cross-functionally with all departments to ensure seamless agent experience
  • Support the team in assisting with agent website setup and related onboarding tasks as proficiency develops
  • Monitor team capacity and allocate resources effectively, ensuring productivity and support across departments
  • Perform additional duties as assigned as the role evolves

Requirements

  • 2–3 years of experience in a leadership or management role required
  • Experience with an IMO or insurance carrier is considered an asset
  • Demonstrated ability to lead, coach, and develop high-performing teams
  • Strong verbal and written communication skills, with the ability to engage professionally with both internal and external stakeholders
  • Flexible and adaptable, with a willingness to take on evolving responsibilities and support other departments as needed
  • Committed to ensuring compliance with all company policies, procedures, and guidelines
  • Strong organizational and time-management skills, with the ability to effectively prioritize and manage multiple tasks
  • Highly analytical with strong problem-solving abilities to identify and resolve issues efficiently
  • Must reside and be authorized to work in the USA
  • Bilingual in Spanish is a significant asset; willingness to learn Spanish is also considered a strong advantage.
Benefits
  • Work-life balance with paid vacation and sick days
  • Competitive compensation
  • Comprehensive medical, dental, and vision benefits
  • Flexible work options
  • Career growth and development opportunities
  • Diverse team environment
  • Straight day shifts with no weekends
  • Company events and celebrations
  • Tuition reimbursement
  • Company-provided equipment
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
leadershipcoachingcommunicationorganizational skillstime-managementproblem-solvingflexibilityadaptabilityteam developmentprofessionalism