Jr. Broker Sales Representative

Amwins Group, Inc.; Traverse City (MI); Remote; USD 50,000 - 60,000; Full time

Job summary

A leading company in the insurance sector is seeking a Jr. Broker Sales Representative to join their remote team. This role focuses on enhancing customer experience through effective collaboration and sales support. Candidates should have strong communication skills, proficiency in MS Office, and the ability to manage multiple priorities. The position offers a competitive salary along with a full benefits package from day one.

Benefits

Full benefits package available from day one

Generous Paid Time Off (PTO)

Collaborative, education-focused work environment

Qualifications

• Proficient in MS Office, especially Outlook and intermediate Excel.
• Excellent oral and written communication skills.
• High School Diploma or GED; university degree preferred.

Responsibilities

• Triage Team Inbox and categorize emails based on work type.
• Provide revisions to existing quotes and create benefit illustrations.
• Set up new brokers and activate quoting access.

Skills

Proficient in MS Office

Excellent oral and written communication skills

Strong problem-solving skills

Education

High School Diploma or GED; university degree preferred

Tools

Excel

MS Teams

Job description

Join Our Amwins Connect Team as a Jr. Broker Sales Representative in New York

Amwins Connect's mission is to seamlessly connect every point of the benefits journey for brokers, carriers, and their clients with continuous innovation and extraordinary service from passionate people.

At Amwins, our people are our greatest asset. We hire the best talent in the industry and provide our employees with the tools to deliver innovative insurance solutions. Here, talent is valued, success is celebrated, and great teamwork defines our culture. Our collaborative environment is the perfect place for you to contribute meaningful national strategies in a rapidly growing organization.

This position is remote for current New York residents only. Pursuant to New York regulation, the compensation range for this position is $50,000 - $60,000 annually, including eligibility for performance-based bonuses.

The primary goal of this role is to collaborate across all areas to ensure a positive customer experience that leads to sales results. The role focuses on providing a customer-centric approach, modeling purposeful leadership, and driving results for sales managers, brokers, and the firm. The position is open to remote candidates.

Responsibilities and Duties

1. Triage Team Inbox
2. Review incoming emails
3. Categorize emails based on work type
4. Create service requests for work handled by other departments
5. Send initial replies to requests to maintain response times

1. Small Group Quoting
2. Provide revisions to existing quotes
3. Create side-by-side benefit and rate illustrations in Excel

1. New Business
2. Enter supply orders into the system
3. Send out enrollment materials via email
4. Gather new business materials and create service requests for processing
5. Collect materials to process Ease builds

1. Data Integrity
2. Set up new brokers and contacts
3. Activate quoting and web access for brokers

Qualifications & Competencies

• Proficient in MS Office, especially Outlook, intermediate Excel, and MS Teams
• Experience with web-based audio/video conferencing tools
• High School Diploma or GED; university degree preferred
• Excellent oral and written communication skills
• Ability to manage competing priorities and negotiate successful outcomes
• Effective collaboration with internal and external teams
• Strong problem-solving skills and solutions-oriented mindset

Benefits and Compensation

• Salary commensurate with experience, plus annual bonus eligibility
• Full benefits package available from day one
• Generous Paid Time Off (PTO)
• Collaborative, education-focused work environment

Note: This description outlines the general duties and requirements for the role. Management may assign or reassign duties as needed. Reasonable accommodations are available for individuals with disabilities.