Agent Relations Representative (Inside Sales)

Jack Schroeder and Associates, LLC; Fort Myers (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits package (PTO,医疗

Half-day Fridays (Jan–Sept)

Paid company holidays

Professional development opportunities

Job summary

Jack Schroeder and Associates, LLC in Fort Myers, FL is hiring for an Agent Relations role focused on growing our network of independent health and life insurance agents through seminars, webinars, and targeted outreach. You will recruit, onboard, and support agents and agencies across contracting, licensing, and carrier certification processes.

You will serve as the liaison between agents and health plans, ensuring compliant sales practices, accurate enrollment, and timely commission

Qualifications

• High degree of accuracy and attention to detail.
• Advanced computer skills, including Microsoft Office Suite.
• Ability to manage, prioritize, and multi-task projects.

Responsibilities

• Recruits health and life insurance agents through daily outbound call campaigns.
• Continually build and service our growing business partners of Agents and Agencies.
• Provide a structured onboarding process, assisting with contracting, appointment requirements / carrier certification requirements, carrier enrolment tools, and systems.
• Organize involvement in formal and on-the-job training to ensure an accurate understanding of our products, compliance requirements, and sales systems.
• Acts as a liaison between Agents and health plans with respect to the sales process to ensure Agents are appropriately set up and supported across their lifecycle.
• Ensures sales techniques are following CMS regulations, and regularly review sales results and provide feedback to Agents.
• Facilitates engagement of Agents in executing these plans and ensure that Agents appropriately represent our product portfolio and service offerings.
• Ensures Agents adhere to sales and marketing guidelines associated with compliance requirements.

Skills

Attention to detail

MS Office

Project management

Under pressure

Communication skills

Self-starter

Bilingual

Job description

• Self-starter

Jack Schroeder and Associates, LLC

Fort Myers, FL

At JSA, we dedicate ourselves to earning the title – “The Insurance Broker’s Agency,” each and every day. We are a nationally recognized, award-winning Field Marketing Organization (FMO) and a leader in the wholesale insurance brokerage industry.

What You Get To Do

Agent Relations is responsible for achieving assigned sales/membership growth targets through Independent Agents and Agencies. The team is focused on recruiting independent agents to seminars, webinars, and special events as well as cross-contracting to eligible specific lines or carriers.

• Recruits health and life insurance agents through daily outbound call campaigns.
• Continually build and service our growing business partners of Agents and Agencies.
• Provide a structured on-boarding process, assisting with corporate contracting, appointment requirements / carrier certification requirements, carrier enrolment tools, and systems. Organize involvement in formal and on-the-job training to ensure an accurate understanding of our products, compliance requirements, and sales systems.
• Acts as a liaison between Agents and health plans with respect to the sales process to ensure Agents are appropriately set up and supported across their lifecycle. This includes contracting, licensing/appointment, certification, training, enrollment administration, commission payment, agent servicing, etc.
• Ensures sales techniques are following CMS regulations, and regularly review sales results and provide feedback to Agents.
• Facilitates engagement of Agents in executing these plans and ensure that Agents appropriately represent our product portfolio and service offerings.
• Ensures Agents adhere to sales and marketing guidelines associated with compliance requirements.
• Performs other duties as required.

What We Offer

At JSA we recognize how critical our team’s hard work and dedication is in providing our partners with exceptional service. We are proud to offer our employee’s a competitive salary and benefits!

• Competitive salary tailored to your experience
• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
• Half-day Fridays from January through September, with full-day pay, to support work-life balance
• Paid company holidays
• Opportunities for professional development to grow your skills and advance your career

Preferred Skills & Abilities

• High degree of accuracy and attention to detail
• Advanced computer skills, including Microsoft Office Suite
• Ability to manage, prioritize, and multi-task projects by applying judgement and knowledge.
• Ability to work under pressure to meet deadlines while maintaining quality work.
• Excellent verbal/written communication and interpersonal skills
• Self-starter
• Bilingual is a plus!

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans With Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.