Junior Broker Sales Representative

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 Southern California! 

This role effectively 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 & the firm. This position is a hybrid position. 

Responsibilities and Duties:  

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

Qualifications & Competencies:

• Proficient in MS Office software, especially MS Outlook, intermediate Excel, MS teams
• Web based audio/video conferencing
• High School Diploma or General Education Degree (GED)
• University degree preferred
• Comprehensive organizational skills
• Clear, professional oral and written communication skills
• Ability to manage competing priorities, and negotiate mutually successful outcomes
• Collaborate and partner effectively with internal and external teams
• Strong problem-solving skills and solutions-oriented mind-set

Snapshot of what Amwins provides to our team members:

• Compensation includes a salary commensurate with experience
• Position eligible for annual bonus
• Full benefits package available
• Most benefits available first day of employment
• Generous Paid Time Off (PTO)
• Collaborative, continuing education focused work environment
• Career advancement opportunities

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.