Junior Broker Sales Representative

AmWINS Group, Inc.; California (MO); Remote; USD 69,000; Full time

Job summary

An established industry player is looking for a Jr. Broker Sales Representative to join their dynamic team in California. This role emphasizes a customer-centric focus, ensuring a positive experience that drives sales results. The ideal candidate will thrive in a collaborative environment, where innovation and teamwork are celebrated. With a competitive salary and a comprehensive benefits package from day one, this opportunity is perfect for those looking to grow in a supportive and education-focused workplace. If you are ready to make a meaningful impact in the insurance sector, this position is for you.

Benefits

Competitive salary based on experience

Eligible for annual bonus

Full benefits package available

Generous Paid Time Off (PTO)

Collaborative, education-focused work environment

Qualifications

• Proficient in MS Office, especially Outlook and intermediate Excel.
• Clear, professional oral and written communication skills.

Responsibilities

• Review and categorize incoming emails for the Triage Team Inbox.
• Generate quotes for Employer Groups and provide revisions.

Skills

MS Office

MS Outlook

Excel

MS Teams

Oral Communication

Written Communication

Problem Solving

Education

High School Diploma or GED

University Degree

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 handled 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
   • Enable 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 available, most from first day
• Generous Paid Time Off (PTO)
• Collaborative, education-focused work environment

This description provides a general overview of the job's duties and requirements. It is not exhaustive. Management may assign additional duties or reassign responsibilities as needed. Reasonable accommodations will be provided to qualified individuals with disabilities.