Insurance Broker Support

Job Description

Summary:
We are seeking a dedicated Broker Success Manager responsible for relationship management, inbound and outbound calls, and providing comprehensive support to brokers across various markets. This role involves managing assigned carrier responsibilities, requiring in-depth product knowledge, and supporting growth initiatives. Additional responsibilities may be assigned as needed to support the team’s goals. Our company is committed to our core values: Lead by Example, Reputation Matches Actions, Service First, and Constant Winning.

Key Responsibilities:

• Support company growth campaigns and initiatives.
• Collaborate with local leadership to drive growth efforts.
• Assist with agent certifications and ensure compliance with carrier and regulatory standards.
• Manage RTS agents for assigned carriers, maintaining effective communication and support.
• Update and maintain the agent database to ensure accurate and current information.
• Provide agent support on growth opportunities, product training, and updates.
• Utilize tools and resources to support agents effectively.
• File agent events and ensure proper documentation and compliance.
• Manage lead distribution and follow-up processes.
• Build and maintain strong relationships with agents, fostering trust and collaboration.
• Uphold and embody company values in all interactions and support activities.

Qualifications:

• Valid life and health insurance license required; must obtain license within 90 days of hire, if not already licensed.
• Exceptional communication and relationship management skills.
• Proven ability to handle inbound and outbound calls professionally and effectively.
• Prior experience in agent or broker support is preferred.
• Excellent organizational skills with strong attention to detail.
• Knowledge of insurance products and carrier requirements is advantageous.
• Self-motivated, proactive, and able to work collaboratively within a team environment.

Work Hours:
This is an in-office position, working Monday through Friday, from 8:00 AM to 5:00 PM. Occasional longer hours may be required during peak seasons.

Pellegrini & Associates Inc. is a premier Field Marketing Organization with a 27-year legacy of excellence in the senior insurance sector. We bridge the gap between traditional expertise and future-forward innovation, specializing in product distribution, agent empowerment, and direct-to-consumer sales. Our culture is built on a foundation of mentorship and integrity, where a diverse team of creators and strategists collaborate to solve complex industry challenges. At P&A, we don't just follow industry trends—we set them. Join us to find a place where your passion meets a clear purpose, and where your professional growth is our primary mission.

Pellegrini & Associates Inc. is a premier Field Marketing Organization with a 27-year legacy of excellence in the senior insurance sector. We bridge the gap between traditional expertise and future-forward innovation, specializing in product distribution, agent empowerment, and direct-to-consumer sales. Our culture is built on a foundation of mentorship and integrity, where a diverse team of creators and strategists collaborate to solve complex industry challenges. At P&A, we don't just follow industry trends—we set them. Join us to find a place where your passion meets a clear purpose, and where your professional growth is our primary mission.