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Broker Support Specialist
2 months ago
Join us in transforming the healthcare experience
At Optimyl Benefits, we are at the forefront of reshaping the healthcare sector for small businesses by offering accessible, high-quality, and user-friendly healthcare solutions. With extensive expertise in serving small employers, Optimyl crafts plans tailored specifically to their needs, achieving the ideal balance. Our mission is bold, and we are already making significant strides. Through our innovative offerings, we empower organizations to provide competitive benefits packages that enhance the well-being of their employees and their families. By becoming part of our team, you will have the chance to create a meaningful impact while developing your skills alongside a supportive and talented group of professionals.
Position Overview
The Broker Support Specialist role will assist the regional office in serving independent brokers who market the Company's offerings, reporting directly to the Director of Sales Operations. This position will facilitate essential processes throughout the entire new business flow on behalf of the Regional Sales Directors and RVP.
Note - this is an in-office position.
Key Responsibilities
- Provide exceptional support to broker partners throughout the quoting and underwriting process.
- Gain comprehensive knowledge of the Company's product range to effectively represent the Company in the marketplace and service the office.
- Offer constructive feedback to the RVP regarding the Company's processes to enhance office efficiency.
- Perform data entry for quoting and underwriting information.
- Deliver requested quotes accurately and within established deadlines.
- Conduct thorough paperwork reviews to ensure all documentation for prospective clients is complete, collaborating with RSDs, brokers, and customers to gather necessary information.
- Support a designated group of RSDs in a collaborative team environment.
- Engage with other departments within the organization to further the Company's objectives.
- Execute additional duties as assigned.
- Self-motivated with the ability to work independently without constant supervision.
- Excellent time management and organizational capabilities.
- Exceptional attention to detail.
- Strong customer service orientation.
- Effective communication and organizational skills.
- Proficient in Microsoft Word, Excel, PowerPoint, and Windows.
- High School Graduate or GED.
- Fluent in English.
- Familiarity with health insurance concepts.
Base Salary Range:
$50,000-$50,000 USD
Why Choose Optimyl?
At Optimyl Benefits, we are dedicated to providing affordable, high-quality, and user-friendly healthcare solutions for small businesses. We are passionate about making a difference and are seeking talented individuals who share our vision. Here are some reasons to consider joining our team:
- Competitive Compensation and Benefits: We offer a competitive salary along with an attractive benefits package, including life insurance, vision, dental, and medical coverage, as well as a 401K plan with employer matching.
- Growth Opportunities: We believe in fostering talent and supporting our team members' professional development. At Optimyl, you will have the opportunity to grow with the company and make a lasting impact on our mission.
- Collaborative Work Environment: Our workplace promotes teamwork and open communication. We value every team member's contributions and strive to create a culture where everyone's voice is heard.
- Flexible Work Arrangements: We recognize the importance of work-life balance and offer flexibility to accommodate our team members' needs and preferences.
- Generous Leave Policies: Our employees enjoy 11 paid holidays per year, 15 days of paid vacation, and 8 days of paid sick leave. We believe that providing ample time off is essential for maintaining productivity and overall well-being.
Optimyl Benefits is an equal opportunity employer. We are committed to fostering a diverse and inclusive workplace, welcoming applicants from all backgrounds, regardless of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.
