Broker Support Specialist
About The Position
As the Broker Support Specialist, every task you do will support the independent brokers who sell the products and services within Fidelis’ portfolio. As we specialize in Medicare, we are looking for someone with significant field and/or call center experience who is now or is willing to become a subject-matter expert on all things Medicare & Health Insurance, especially in the region we cover (West Coast). We would also train the right candidate if they have a strong background in other products we support (Medicare, Individual Health, Life, Ancillary Benefits, Final Expense, etc.). You will be part of the team the agents turn to for advice and recommendations as they build their businesses. You may be asked to assist in event planning for Lead Days, AEP Rollout, Agent Appreciation, and other events. In addition to supporting agents already working with Fidelis, you will continue our growth in the marketplace by helping other agents and agencies tap into the Fidelis support and resources we make available to all of those working with us. We have a proprietary training system that you will assist with, and we also provide field training and support. You will need to be a fully licensed and contracted agent under Fidelis to successfully perform your new role as Broker Support Specialist.
Requirements
- At least 1 year of Medicare, Health, or Life Insurance sales or support experience
- Current Life & Health Insurance Producer License (or ability to obtain within 30 days of employment)
- Sales or Customer Service experience
- Broker Support experience
- Critical thinking and problem-solving
- Ability & willingness to learn quickly; Teachability
- Time management, able to meet deadlines
- Prioritization & organizational skills
- Ability to work independently with little supervision
- Dedication to assigned tasks and teamwork
- Strong communication / Interpersonal skills
- Familiarity with basic technology & computer skills
- Driver’s License
- Eligible to work in the US
- Candidates may be subject to a full background check including drug/alcohol testing.
Nice To Haves
- Sales certification preferred
- Bilingual (Spanish) highly preferred
Responsibilities
- Provide answers/support for Fidelis Agents & Downline Agencies
- Facilitate agent onboarding and training
- Build professional relationships with brokers and carrier reps
- Drive broker production with data and coaching insights
- Assist brokers with marketing and sales supply needs
- Assist during agent events and activities
- Ensure sales kits and supplies are fully stocked
- Adhere to and share best compliance practices
- Stay up to date with Medicare information, products, laws, and trends
- Assist the Sales Director & Fidelis Team as needed
- Positively represent Fidelis Consultants
Benefits
- Generous PTO and holiday schedule, with extra time off for community service and your birthday
- Multiple health insurance plans to choose from
- 401(k) with immediately vested employer matching
- Integrity-paid HSA contributions for eligible health plans
- Employee ownership program, which grants meaningful ownership in Integrity’s ongoing success
- Workplace perks galore: standing desks, team lunches, free snacks and drinks
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
