Junior Broker Sales Representative

Amwins; California; Remote; USD 68,000 - 79,000; Full time

Job summary

Join a leading insurance solutions provider as a Jr. Broker Sales Representative in Orange County, California. This role focuses on enhancing customer experience and driving sales results. Ideal candidates will thrive in a collaborative environment, leveraging strong communication and problem-solving skills. Amwins offers a competitive salary, annual bonuses, and a comprehensive benefits package from day one.

Benefits

Competitive salary based on experience

Eligible for annual bonus

Full benefits package starting first day of employment

Generous Paid Time Off (PTO)

Collaborative, education-focused work environment

Qualifications

• Experience with web-based audio/video conferencing.
• Ability to manage competing priorities and negotiate successful outcomes.

Responsibilities

• Review incoming emails and categorize based on type of work.
• Generate quotes for Employer Groups and provide revisions.
• Set up new brokers and activate quoting for brokers.

Skills

Communication

Problem Solving

Collaboration

Education

High School Diploma or GED

University Degree

Tools

MS Office

MS Outlook

Excel

MS Teams

Job description

Location:

Orange County, CA

Job Id:

5752

# of Openings:

2

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.

Join our Amwins Connect team as a Jr. Broker Sales Representative in Orange County, California!

Pursuant to California regulation, the base compensation for this position is $68,640 annually and includes eligibility for performance-based bonuses.

This role collaborates across all areas to ensure a positive customer experience that leads to sales results. The central purpose of this position is to provide a customer-centric focus, model purposeful leadership, and drive results for sales managers, brokers, and the firm. This position is open to remote candidates.

Responsibilities and Duties:

1. Triage Team Inbox
   • Review incoming emails
   • Categorize emails based on type of work
   • Create service requests for work done by other departments
   • Send initial replies to requests to maintain response times
2. Small Group Quoting
   • Generate quotes for Employer Groups
   • Provide revisions to existing quotes
   • Create new Group/Hire Worksheets
   • Create side-by-side illustrations of benefits/rates in Excel
3. New Business
   • Enter supply orders in the system
   • Send out enrollment materials via email
   • Gather new business materials and create service requests for processing
   • Collect materials to process Ease builds
   • Verify participating providers using carrier websites
4. Data Integrity
   • Set up new brokers and contacts
   • Activate quoting and web access for brokers

Qualifications & Competencies:

• Proficient in MS Office, especially MS Outlook, intermediate Excel, MS Teams
• Experience with web-based audio/video conferencing
• High School Diploma or GED; university degree preferred
• Clear, professional 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

What Amwins Offers:

• Competitive salary based on experience
• Eligible for annual bonus
• Full benefits package starting first day of employment
• Generous Paid Time Off (PTO)
• Collaborative, education-focused work environment

This description provides a general overview of the job and its requirements. It is not exhaustive and may be updated as needed. Reasonable accommodations will be provided to enable individuals with disabilities to perform essential functions.