Brokerage Manager
The Talent Hunter
full-time
Posted on:
Location Type: Remote
Location: Illinois • United States
Visit company websiteExplore more
Salary
💰 $70,000 - $90,000 per year
About the role
- Outbound activities to source new opportunities from new advisors
- Understand advisors case design objectives and provide relevant recommendations to include running term quotes and permanent product illustrations
- Track advisor opportunities in company CRM and follow-up for applications
- Onboard new advisors
- Aid advisors in submitting business
- Required to use independent judgment related to next action necessary and in leveraging appropriate escalation and asks of both advisors and carriers
- Continuously looks for ways to expedite and improve our processes and services
- Maintains positive relationships with your financial advisors, underwriters, and internal team
- Track record of successes in fast-paced customer service environment
- Provide feedback to product and design on features for case management
Requirements
- 3+ years of life insurance brokerage sales
- Excellent relationship-building and negotiating skills, with the ability to influence a situation to achieve the best client outcome
- Superior problem-solver, who thinks outside of the box, not afraid to dig deeper to get the best client outcome
- Willing to challenge the status quo
- Ability to work independently and exercise excellent judgment
- Strong phone and computer skills specifically Microsoft Excel and Word with the ability to quickly learn and master our internal and carrier software programs
- Experience with Winflex is required
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
life insurance brokerage salesproblem-solvingnegotiationcase designterm quotespermanent product illustrationsCRM trackingbusiness submissionprocess improvementWinflex
Soft Skills
relationship-buildinginfluenceindependent judgmentcreativitychallenging status quocustomer servicecommunicationteam collaborationadaptabilityattention to detail