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Associate Broker
The Demarco Group
Remote prime broker job
Fully Remote- Seeking a licensed Executive Lines remote SR Inside Broker/AE for a top wholesale broker operation in the country.
This role is heavier in D&O, crime, fiduciary, EPL but also has cyber and E&O.
The Inside Broker/AE is responsible for assisting the Broker in developing, managing, and sustaining profitable business by providing high level technical expertise. The role is responsible for managing a broker's book of business in-house using deep knowledge of initial risk assessments to secure the best coverage and place it smoothly in the right market. They provide customer service, resolve client inquiries through efficient communication, and process routine and complex transactions accurately.
Job Responsibilities:
• Collaborates with brokers to craft seamless service and strategic market placement for commercial accounts, ensuring client satisfaction and loyalty.
• Demonstrates knowledge of Executive Lines coverages, evaluates submissions from retail insurance brokers, and identifies exposures and coverage required.
• Analyzes risk exposures and coverage needs from broker submissions, exercising independent judgment and discretion to strategically place risks with optimal carriers.
• Determines suitable insurance markets for quote requests, secures quotes, and manages the placement process according to broker and market agreements.
• Analyzes and negotiates optimal quotes terms for coverage and pricing and explains quote details to brokers to facilitate binding decisions.
• Partners with retail agencies and brokerage, acting as a key liaison between insurance markets and retail brokers and addressing their needs.
• Ensures meticulous account management by attaching and maintaining all necessary documents for the appropriate policy and account.
$41k-76k yearly est. 3d ago
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Financial Broker
Transparentbusiness, Inc. 3.9
Remote prime broker job
Financial Broker - Multiple Locations
To apply, please go to: ****************************************************
Designated by Citigroup as the “Top People Management Solution,” our TransparentBusiness.com platform greatly increases the productivity of remote work, protects from over-billing, allows for easy monitoring and coordination of geographically distributed workforce and provides real-time information on the cost and status of all tasks and projects, see kmgi.us/tb
We are currently seeking a FINRA registered broker to help us connect with potential investors for our current Reg D Rule 506C raise, please see ********************************** for more information.
This is not a salaried, W-2 employee position but a performance-based independent broker position, and you must be affiliated with a registered broker dealer. We are looking for someone capable of raising equity funding from qualified high net worth individuals and institutional investors and are offering an uncapped commission of 7.5% that can include cash and equity.
TransparentBusiness has signed partnership agreements with Google, Microsoft, Cisco, SAP, Facebook, and ADP. The partnership with ADP allows TransparentBusiness to bypass the new vendor approval process with much of Corporate America, an important strategic advantage as this process can often take a year or longer to move through.
Please visit *************************** for more information about our business, the benefits to a transparent, remote workforce, and our efforts to stop overbilling, fraud, and waste in government contracts.
$175k-338k yearly est. 60d+ ago
IBM Web sphere Message Broker
Arete Technologies 4.5
Prime broker job in Columbus, OH
Arete Technologies, Inc. offers set of innovative Consulting and Outsourcing services, bridging the gap between requirements and outputs of various dexterous and facile companies worldwide. The thrust of providing global deliverables with focus on providing paramount and unsurpassed services combined with cost saving solutions to the clients
We understand the business requirements in the present day corporate scenario and aspire to provide world-class services enabling the organization to burgeon and flourish while keeping the work-life balance intact. The Global delivery mechanism followed at Arete Technologies, Inc. saddles proficient schemas and unconventional channels to provide one-stop solutions for all your workforce needs.
our Team is an exquisite amalgamation of vast experiences of over 30 years in IT Consulting and Staffing industry. Connoisseurs in the field of staff augmentation for IT, we operate on 24 by 7 model with an aim of providing affordable and adept professionals with an assurance of satisfaction for both Consultants and Clients.
We are pre-eminent service providers in the field of staff augmentation, IT Consultancy, Software development, Web Development providing unexcelled services and focusing on both the employers and employees.
Job Description
Must have experience working with
IIB / IBM Websphere Message Broker and IBM Websphere MQ,is a must
ESQL development experience, experience with EAI/SOA,
Experience with IBM Tivoli monitoring for MQ,
Experience working with XML, XSTL, XSD, SOAP, WSDL, and XPath,
Experience working with SOAP over HTTP,
Experience working with Eclipse or IBM RAD.
Nice to have Java development experience and have experience writing SQL
Required skills
(maximum of 6): IIB / IBM Websphere Message Broker and IBM Websphere MQ Nice to have skills (maximum of 3): IIB / IBM Websphere Message Broker and IBM Websphere MQ Sector: Financial Services Industry: Banking Work location type: Other Work location country/territory: United States Work location state/province: Ohio Work location city: Columbus Work location street address: customer location Work remotely: No Pay travel and lodging: No
Additional Information
Best Regards,
Amrit Lal
$110k-213k yearly est. 60d+ ago
RVP- Broker Dealer and RIA Recruiting
Ameritas 4.7
Remote prime broker job
Ameritas is seeking a Regional Vice President (RVP), Sales and Distribution to focus on recruiting independent financial professionals to Ameritas Investment Corp. and Ameritas Advisory Services, LLC (AIC/AAS). In this role you will focus on the identification and successful recruitment of advisors that seek to operate an independent business with a true business partner. You will be the driving force of communicating the AIC/AAS value proposition to the Financial Professional community.
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
Position Location:
This position is remote and does not require regular in-office presence.
What you do:
Recruit qualified registered representatives and/or investment advisor representatives to join AIC/AAS by developing new leads obtained through multiple sources and contacting prospective representatives to communicate the benefits, both tangible and intangible, of affiliating with company.
Conduct prospecting calls to advisors and utilize consultative sales skills to recruit business.
Qualify prospects based upon comprehensive engagement questionnaire
Develop innovative strategies and detailed sales plan to ensure the attainment of individual recruitment goals.
Prepare and deliver formal business presentations to qualified prospective representatives highlighting AIC/AAS's platforms, products, technology, and service. Answer questions and utilize sales techniques to recruit business.
Coordinate and host networking dinners and receptions for prospective representatives.
Develop relationships with product sponsors, wholesalers, and other business contacts as a source of new lead generation.
Provide prospective representatives with continued, on-going contact through personal phone calls, visits, and written communications.
Prepare detailed activity and pipeline reports and participate in scheduled staff meetings.
Build rapport and effective working relationships across internal business units to drive successful advisor commitment and transition of business.
Represent AIC/AAS at various trade shows, conferences, and seminars.
Maintain current knowledge of industry trends and developments.
Other duties as assigned.
What you bring:
Bachelor's degree or equivalent work experience.
7-10+ years experience in recruiting financial professionals and relationship management experience specifically in the RIA/Broker Dealer
Experience working with OSJs, branch offices, and/or agencies on structuring sound recruiting processes to build their team
Strong understanding of the financial services industry and field distribution systems
Previous track record of successful recruiting into the independent advisor industry
Industry licenses preferred but not required: Health & Life license; Series 7, Series 24, Series 65/66
Strong business acumen and decision-making abilities in a high-growth and risk-charged environment
Highly organized, performance-driven, results focused, self-starter.
Strong communication, influencing and relationship management skills
Willingness to travel up to 50%.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time:
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being:
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)
For your professional growth:
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community:
Matching donations program
Paid volunteer time- 8 hours per month
For your family:
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
$58k-95k yearly est. 2d ago
Inside Broker - Professional Lines
CRC Group 4.4
Remote prime broker job
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develop, maintain and cultivate client and agent relationships.
2. Solicit, market, quote, bind, and confirm new and existing business.
3. Negotiate the best terms and coverages available with accessible markets.
4. Ensure submissions reflect accurate data such as risks and coverages.
5. Monitor accounts to ensure compliance with the firm's policies and procedures.
6. Assist broker to meet or exceed production goals as assigned by CRC.
7. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.
8. Maintain necessary licenses to produce business.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or appropriate insurance designation
2. Three years of experience of wholesale insurance experience or its equivalent
3. Must be licensed in corresponding areas of insurance
4. Must be able to understand and analyze necessary components of insurance policies
5. Ability to understand the client's needs and have knowledge of the risk profiles associated
6. Ability to review information, make decisions and manage time effectively
7. Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy
8. Ability to develop, foster, and maintain an excellent working relationship with agencies
9. Leadership and team playing skills
10. Must possess and maintain current knowledge of the insurance industry
11. Excellent written and verbal skills
12. Ability to work extended hours when necessary
13. Maintain travel schedule depending on the needs of clients, Agents, and new business
General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
$121k-214k yearly est. Auto-Apply 60d+ ago
Inside Broker - Professional Lines
Crump Group, Inc. 3.7
Remote prime broker job
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develop, maintain and cultivate client and agent relationships.
2. Solicit, market, quote, bind, and confirm new and existing business.
3. Negotiate the best terms and coverages available with accessible markets.
4. Ensure submissions reflect accurate data such as risks and coverages.
5. Monitor accounts to ensure compliance with the firm's policies and procedures.
6. Assist broker to meet or exceed production goals as assigned by CRC.
7. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.
8. Maintain necessary licenses to produce business.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or appropriate insurance designation
2. Three years of experience of wholesale insurance experience or its equivalent
3. Must be licensed in corresponding areas of insurance
4. Must be able to understand and analyze necessary components of insurance policies
5. Ability to understand the client's needs and have knowledge of the risk profiles associated
6. Ability to review information, make decisions and manage time effectively
7. Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy
8. Ability to develop, foster, and maintain an excellent working relationship with agencies
9. Leadership and team playing skills
10. Must possess and maintain current knowledge of the insurance industry
11. Excellent written and verbal skills
12. Ability to work extended hours when necessary
13. Maintain travel schedule depending on the needs of clients, Agents, and new business
General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
$122k-218k yearly est. Auto-Apply 60d+ ago
Business Broker
Simplebroker.Ai
Remote prime broker job
If you have a passion for business and helping others, we want to hear from you!
SimpleBroker.ai is an innovative and fast-growing business brokerage firm that specializes in matching buyers and sellers of small to medium-sized businesses. Our mission is to streamline the process of buying and selling businesses by utilizing cutting-edge technology and a personalized approach. We are currently seeking a highly motivated and driven Business Broker to join our dynamic team.
Job Description:
As a Business Broker, you will play a crucial role in our company's success by facilitating the buying and selling of businesses from start to finish. You will be responsible for developing and maintaining relationships with business owners and potential buyers to successfully match them with the right business opportunities. You will serve as a trusted advisor to both parties, providing guidance and support throughout the entire transaction process.
Responsibilities:
- Conduct market research and analysis to identify potential business opportunities
- Prospect and qualify potential clients through various networking channels
- Consult with business owners to understand their objectives and develop a targeted marketing plan to sell their business
- Conduct valuation of businesses to determine their fair market value
- Create professional and compelling business listings to attract potential buyers
- Coordinate and facilitate meetings and negotiations between buyers and sellers
- Assist in preparing purchase agreements and other essential documents
- Collaborate with attorneys, accountants, and other professionals to ensure a smooth and successful transaction
- Stay up-to-date on industry trends and developments to provide the best possible service to clients
Qualifications:
- Bachelor's degree in Business, Finance, or a related field
- Minimum of 2 years of experience in business brokerage or related field
- Strong communication and interpersonal skills
- Proven track record in sales and negotiation
- Ability to work independently and in a team environment
- Excellent time-management and organizational skills
- Familiarity with CRM software and other relevant tools
- Active real estate or business broker license (preferred)
Why Work for Us:
At SimpleBroker.ai, we value our employees and strive to create an inclusive and positive work environment. We offer a competitive compensation structure and opportunities for growth and development within the company. As a member of our team, you will have the satisfaction of helping individuals achieve their dreams of buying or selling a business while making a significant impact on our company's growth. This position is a 100% remote and commission based.
Apply now and join our team as a Business Broker at SimpleBroker.ai.
$86k-184k yearly est. 60d+ ago
Independent Cigar Broker Agent
Croatian Mafia Cigars
Remote prime broker job
Benefits:
Samples and Swag & Promotional Items Provided
Bonus based on performance
Flexible schedule
Opportunity for advancement
NOW HIRING: Independent Cigar Broker / Sales Rep (Remote) 🚨
Boutique Cigar Brand - Nationwide Opportunity
Croatian Mafia Cigars, an up-and-coming boutique cigar company based in Dallas, Texas, is expanding our national footprint - and we're looking for experienced cigar sales professionals to grow with us.
🔥 What We Offer:
A premium cigar line imported from Estelí, Nicaragua
All of our Cigars are highly rated from "Very Good" to "Exceptional" (95-89)
Bold branding with mafia-inspired blends like
The Boss
,
Under Boss
,
Capo
,
Consigliere
, and
The Soldier
Existing distribution points across multiple U.S. states
A rapidly growing cult following
Fully remote, flexible schedule
Unique branding, swag and promotional items
Immediate start - commission-only, high-earning potential
Who You Are:
A seasoned cigar broker, rep, or enthusiast with an existing book of business or strong network
Passionate about the cigar industry and knowledgeable about boutique brands
Self-motivated, professional, and driven to build territory and relationships
Experienced in wholesale, B2B cigar sales, lounges, shops, and private clients
Social Media literate
If you're ready to rep a bold new brand with real momentum - and make serious commissions doing it - we want to talk.
Apply Now:
Email us at *****************************, with a short intro, resume, and your cigar sales experience.
Croatian Mafia Cigars
"For the Gangster In You"
This is a remote position.
Retail, manufacturing, and other work opportunities in the premium cigar and pipe tobacco industries.
$81k-175k yearly est. Auto-Apply 60d+ ago
Associate Broker
High Rise Capital
Remote prime broker job
We're hiring Associate Brokers to help small and mid-sized businesses discover financing solutions that support their growth.
This is an entry to mid level sales role focused on connecting with business owners, identifying their funding needs, and introducing them to commercial lending options.
No finance or sales experience required-we'll teach you everything you need to know.
Our top performers earn $400,000-$600,000 annually, and senior advisors with teams exceed $1,000,000 per year.
We're looking for drive, discipline, and the willingness to learn. If you're ready to work hard and build a high-income career, we'll show you how.
WHAT YOU'LL DO
Daily Responsibilities
:
Make 300-600 outbound call attempts per day to business owners using our automated power dialer
Introduce commercial financing solutions to businesses that may need capital
Ask qualifying questions to understand if we can help their business
Schedule follow-up calls and coordinate with our processing team
Learn from senior advisors who will help you close deals while you develop your skills
Build relationships with clients who come back to you for future financing needs
Your Development Path:
Months 1-3: Complete training, practice scripts, make calls, and observe senior advisors closing deals
Months 4-6: Start closing deals with mentor support while building your pipeline
Months 7-12: Close deals more independently and develop repeat client relationships
Year 2+: Build a book of business with recurring clients and referral partners
High Performers: Opportunity to mentor new reps and eventually lead your own team
EARNING POTENTIAL
Commission-Based Compensation
First 3-6 months: $10,000-$40,000 (learning phase, building skills)
Months 6-12: $40,000-$80,000 (gaining momentum, closing consistently)
Year 2: $80,000-$200,000 (established client base and referral network)
Years 3+: $150,000-$400,000+ (leveraging book of business)
Top Performers: $400,000-$600,000+ annually
Team Leaders: $1,000,000+ annually
Additional Compensation:
Commission rate increases as you hit performance milestones
Monthly and quarterly bonuses for exceeding goals
Income from repeat clients who return for additional financing
Team leadership bonuses for those who advance to management
COMPLETE TRAINING & SUPPORT
We Teach You Everything:
Step-by-step training on all financing products (term loans, lines of credit, equipment financing, etc.)
Sales scripts and conversation frameworks you can follow
How to handle objections and common questions
Product knowledge, credit basics, and lending fundamentals
Daily coaching and feedback to help you improve
Mentorship Program:
Assigned mentor who is a top-earning advisor ($500,000+)
Senior advisors will close deals for you while you learn the process
Shadow successful reps to see what works
One-on-one coaching sessions weekly
Group training calls and workshops
Tools & Technology:
Power dialer system that automatically calls leads for you (no manual dialing)
CRM platform to track your calls and manage your pipeline (we'll train you)
Scripts and talk tracks to guide your conversations
Lead lists provided, you don't have to find your own prospects
Operational Support:
Back-office team handles all loan applications and paperwork
Processing team coordinates with lenders and manages approvals
You focus on calling and building relationships, we handle the rest
WHO WE'RE LOOKING FOR
You don't need experience, but you do need:
✓ Willingness to make calls - This role requires making 300-600 call attempts daily (our dialer automates most of this)
✓ Thick skin - You'll hear "no" a lot; you can't take rejection personally
✓ Coachability - You're willing to follow our proven process and accept feedback
✓ Self-discipline - You can work from home without someone watching over you
✓ Goal-oriented - You're motivated by hitting targets and earning commissions
✓ Consistency - You understand success comes from showing up and doing the work every day
✓ Positive attitude - You stay motivated even when things are challenging
Great Backgrounds for This Role:
Customer service representatives looking to earn more
Retail or restaurant workers ready for a career change
Recent graduates who want to build a high-income career
Athletes who understand discipline and repetition
Military veterans transitioning to civilian careers
Anyone with strong work ethic who's tired of limited income potential
WHAT TO EXPECT
The first 3-6 months will be the hardest because you're learning and building your pipeline. Most people quit during this phase.
But here's what happens if you stick with it:
You'll start closing deals and earning real commissions ($2K-$15K+ per deal)
You'll build confidence and your calls will get easier
You'll develop a client base that comes back to you repeatedly
Your income will grow and become more predictable over time
You'll have the skills to earn a six-figure income for the rest of your career
IS THIS RIGHT FOR YOU?
This is NOT for you if:
You need a guaranteed paycheck regardless of performance
You're not comfortable talking to people on the phone
You want a typical 9-5 job where you do the minimum and go home
You give up easily when things get hard
This IS for you if:
You're tired of working hard at low-paying jobs with no upside
You want control over your income and schedule
You're coachable and willing to learn a new skill
You can handle rejection and stay positive
You're ready to put in 6-12 months of hard work to build something real
Apply today and take the first step toward a career without limits.
High Rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.
Requirements
Daily Requirements:
Must be in the office, no remote available. Looking for an immediate hire.
Make 300-600 outbound call attempts per day using our power dialer
Implement our scripts and sales process consistently
Update CRM with notes from your calls
Attend training sessions and coaching calls
Benefits
Training & Development
Free Food & Snacks
$73k-137k yearly est. Auto-Apply 60d ago
Broker Dealer MAP Specialist
CXG Holdings
Remote prime broker job
Benefits:
401(k)
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
We're currently seeking an paralegal or MAP team member to join our firm. In this role, you'll be providing corporate development and regulatory services to client broker-dealers. The ideal candidate will possess prior experience in the financial services industry. This role will report to the Operations Manager. Compliance Exchange Group (CXG) is the market leader in providing a complete turn-key service for Broker Dealers including CMA / NMA services, buying, selling and building Broker Dealers. We are the architects charged with building successful firms for our clients. This includes principal outsourcing on all levels, including CCO, FINOP, CEO, and developing regulatory compliance systems to satisfy FINRA, SEC, state and federal regulators.
We love what we do and we're on a path for growth. Compliance Exchange Group is comprised of professionals that exhibit a passion for building and maintaining broker-dealers. We offer a fully remote work environment with a company culture that promotes personal and professional development as well as a healthy work-life balance. We provide an array of benefits including competitive compensation, flexible work schedules, PTO, 401(k) with employer contribution, performance-based bonuses, opportunities for growth and more!
This is a full-time W2 role with a compensation range of $60,000-75,000 annually.
This is a remote position.
Compensation: $60,000.00 - $75,000.00 per year
About CXG Compliance Exchange Group operates at the vanguard of Broker Dealer consulting and Chief Compliance Officer outsourcing providers. Others claim to be “full service” while only hosting limited capabilities. At CXG we live up to the label, we outsource the complete range of compliance & finance Principals, including:
Chief Compliance Officers
FinOps
Licensed Principals
Series 4 - Registered Options
Series 24 - General Securities
Series 79 - Investment Banking
Another reason our services stand head-and-shoulders above others is our roster of seasoned, highly experienced talent. Our Principals have built and developed Investment Banks and Trading Rooms, they have created Broker Dealers from scratch. They've also held CEO, CFO, CCO, FinOp, and Board roles at a variety of organizations, so they know the ins and outs of how businesses grow efficiently and effectively.
Our superior talent and practical experience are why start-ups seeking FINRA approval and small- to mid-size firms looking to grow trust us to supply them with outsourcing solutions that work.
$60k-75k yearly Auto-Apply 60d+ ago
Regional Broker Contractor - Florida, US (Remote)
Real 4.2
Remote prime broker job
Real is a fast-growing national real estate brokerage powered by technology. Real is currently operating in all U.S. states, Canada, and the District of Columbia. Founded in 2014, Real is a trailblazer in the Residential Real Estate industry, as we lead the disruption with our cutting-edge technology platform. We are on a mission to revolutionize the home-buying and selling process, making agents' lives better while creating lucrative financial opportunities for them.
For more information, visit ***********************
1099 Contractor
Location: Remote - Miami, Florida. MUST be based and licensed in the state of Florida to be considered.
Scope of Work:
Manage a team of licensed sales agents, providing guidance on regulatory compliance and NAR best practices.
Implement risk management plans and update state-specific policy addendums in collaboration with brokerage operations.
Define and deliver exceptional brokerage support to agents, ensuring compliance with state licensing laws, association membership, and MLS participation.
Provide training to enhance agents' knowledge of contracts, risk management, licensing, and state real estate law.
Establish and maintain a regional management structure that promotes scalability.
Collaborate with various department leads, including brokerage operations, finance, support, and other team members nationwide.
Promptly respond to agents' requests for assistance and problem-solving matters related to complex transaction issues.
Oversee the creation and continuous improvement of company-wide and state-specific brokerage operations manuals.
Foster innovation in brokerage operations to efficiently support the growing agent base.
Utilize remote digital technology to streamline communication and collaboration.
Bilingual (English/Spanish) a plus.
$32k-59k yearly est. Auto-Apply 31d ago
Remote Licensed Customer Service
Drew Edmond-State Farm Agency
Remote prime broker job
Job Description
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of a remote Customer Service Representative. We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
This role requires exceptional relationship building, organizational skills, attention to detail, and the ability to handle sensitive and confidential information with utmost discretion. The best candidate understands the State Farm Agency model and has market area operations acumen.
This remote position is only available to candidates who meet the following criteria:
Must have prior State Farm or other related insurance experience
Must have an active Property and Casualty license
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Maintain a strong work ethic with a total commitment to success each and every day.
Develop new service opportunities with both existing and new clients.
As an Agent Team Member, you will receive...
Base Salary
Valuable experience
Growth potential/Opportunity for advancement within my office
Requirements
Prior State Farm experience (required)
Property & Casualty license (required)
Life and Health license (required)
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$38k-57k yearly est. 3d ago
Customs Broker
Atlas World Group 4.3
Remote prime broker job
Atlas Van Lines is comprised of a family of companies that deliver transportation and related services globally through a network of quality agents and select service partners. Atlas is distinguished by agent ownership and a shared commitment to help people go new places more easily and more securely. Through a continuing emphasis on service excellence, the company has achieved extraordinary growth.
Every day we help you
go new places
, with expertise in moving and logistics, bringing the world within reach.
Join the Atlas Team!
Atlas Van Lines is seeking an enthusiastic individual to join our team in Evansville, IN as a US Customs Broker! The U.S. Customs Broker plays a pivotal role in ensuring the compliant and efficient clearance of goods through U.S. Customs and will be responsible for starting operations from the ground up. This position requires deep expertise in customs laws, trade regulations, and international logistics. The broker oversees complex brokerage operations, exemplifying professionalism and regulatory precision while fostering a collaborative, customer-focused environment. Acting as a key liaison between clients, government agencies, and internal teams, the broker ensures timely and accurate processing of customs documentation and resolution of clearance issues.
Key Responsibilities:
Oversee and manage the end-to-end customs clearance process, ensuring compliance with all U.S. Customs laws and trade regulations.
Utilize Microsoft Office and data entry tools to prepare and submit accurate documentation for import/export activities.
Maintain and apply in-depth knowledge of customs bonds, tariffs, classifications, and valuation procedures.
Serve as the primary point of contact for clients, government agencies, and logistics partners, ensuring clear and professional communication.
Lead brokerage operations, including supervising staff and ensuring adherence to regulatory standards and internal procedures.
Identify and resolve discrepancies in documentation or shipment details, ensuring timely clearance and delivery.
Provide expert guidance on international trade, logistics, and supply chain management to internal teams and clients.
Ensure all activities are conducted in accordance with the broker's license and applicable federal regulations.
Your Wellness is our Focus:
Medical, dental, and vision for employees and dependents
Employee assistance programs focused on mental health.
Access to a licensed therapist 24/7
Wellness programs with employee perks
Onsite Fitness Center and Medical Clinic
Financial Wellbeing:
Generous 401(k) matching retirement plans
Pre-tax savings plans, HSA & FSA
Tuition assistance
Employee assistance programs focused on financial wellbeing.
Flexibility and Time Off:
Paid time off including vacation, sick leave, parental leave, holidays, and disability leave.
Qualifications
What You'll Need:
High School Diploma/GED or similar is required.
U.S. Customs Broker License is required.
Approximately 15 years of experience in U.S. Customs clearance, brokerage operations, or international trade.
Experience running or managing a brokerage firm is highly desirable.
Strong command of U.S. Customs laws, trade regulations, and international logistics practices.
Proficiency in Microsoft Office and data entry systems.
Excellent customer service, time management, and problem-solving skills.
Exceptional verbal and written communication skills in English.
Ability to work independently and collaboratively in a fast-paced, compliance-driven environment.
Our Promise to You:
We want you to grow with us, so we are committed to the continuous development of our employees. We offer free online training courses through our modern learning and development platform along with a company-wide mentorship program, internal employee organizations, tuition reimbursement and many other opportunities for personal growth.
*Atlas is an EO employer - Veterans/Disabled and other protected categories.
*Benefits may vary by position and/or office location
About UsThimble is a leading insurtech platform for small business customers and agents. Thimble allows customers to quickly get insurance coverage by the job, month or year using its award-winning app, website, or over the phone. Founded by serial entrepreneurs, Thimble works with a variety of carriers to bring the best insurance solutions to small businesses, brokers and agents. Since it was founded, Thimble has delivered more than 170,000 policies to small businesses across the United States.
Thimble was acquired by Arch Insurance, a unit of Arch Capital Group Ltd. (Nasdaq: ACGL), a publicly listed Bermuda exempted company with approximately $24.3 billion in capital at March 31, 2025. Arch, which is part of the S&P 500 Index, provides insurance, reinsurance and mortgage insurance on a worldwide basis through its wholly owned subsidiaries.
Thimble's innovative culture and technical expertise are an incredible addition to Arch Capital's portfolio of offerings. The acquisition expands Arch's suite of digital solutions for small business customers and brokers. Thimble will remain a separate subsidiary, working closely with the Arch Group team.
For more information, visit thimble.com.
Our ValuesOur unique culture is built around our six core values:
Think Wild, Act TameBe relentlessly creative. Question everything. Get to know the rules so well, you can use them in new ways. Be the industry's compliant radicals.
Green Means GOAct. Move forward. Learn. You can only make a decision based on the best information you have - so make it.
Own Every DetailBe ruthlessly precise. Disciplined. Sweat the small stuff.
Simplify, Simplify, SimplifyGet to the point. Make it crystal clear. Cut everything else. It's our job to make insurance easy - however hard that is for us.
Every Moment CountsShow up early and ready. Deliver on time or before. Make the most of your time, so others can make the most of theirs.
Stay HumanTreat every person, and their ideas, with respect. Cherish diversity.
About the Role We are hiring a Broker Success Associate in the East Region to provide support to our broker partners. Reporting to the Customer Success Team Lead, this role is dedicated to helping brokers be successful at quoting, servicing our products and growing their books of business. The broker success team is responsible for answering all questions from brokers on topics such as appetite, underwriting, broker portal, commission, servicing and training. To succeed in this role, you should have excellent communication and interpersonal skills and will quickly learn to understand the company's products and services. You should also be highly organized, professional, and able to manage multiple projects simultaneously.
Please note: Thimble Fridays benefit (out of office at 12:00pm local time) is subject to a different day for the Success Team.Roles and Responsibilities
Become an expert with Thimble's products and services
Be the front line between the broker and Thimble. We want to leave a positive impression and develop a relationship that keeps the broker happy
Provide brokers with timely and solution‐oriented responses to their business needs
Provide overall excellent broker support and assistance, mainly through a high volume of tickets and chats
Support the onboarding process for new brokers while delivering excellent customer service
Provide guidance and best practices on configuring and utilizing the Thimble Broker Portal
Help increase activation by bringing valued product and insurance knowledge to the purchase and servicing experience for new brokers
Work closely with Customer Success and the Insurance team to remain aligned on compliance
Collaborate with other teams to provide feedback on broker and user experiences
What We're Looking For
A Property & Casualty Insurance license is required
Commercial insurance experience is required; small commercial business insurance experience is highly preferred
Prior work with insurance brokers or agencies
Experience in a fast-paced, high-volume support or customer service environment
Excellent written and oral communication skills
Highly organized with ruthless attention to detail
Ability to adapt to changes and learn quickly
Ability to manage multiple projects simultaneously
A bachelor's degree is preferred
What You'll Do in 30 Days
Meet the team and gain a thorough understanding of our insurance product offerings, policies, different channels, and the ways that we sell coverage
Shadow and train with the Broker Success and Customer Success teams
Become familiar with our various software (Zendesk, Omni, Jira, and more)
Learn Thimble's broker base and become comfortable answering various tickets
What You'll Do in 60 Days
Be completely comfortable with our suite of products and offerings
Be able to receive and respond to most broker tickets with support from the Broker Success team
What You'll Do in 90 Days
Full end-to-end product knowledge
Have complete ownership of your area of broker development and answering tickets
Be integrated with other teams and collaborate on Thimble's projects
Thimbler Benefits & Perks!-Fully remote company-Thimble Fridays! (out of office at 12:00pm local time) -Comprehensive health, vision, and dental coverage-401(k) auto enrollment and matching (100% of the first 3% and 50% of the next 3%)-PTO: 20 days vacation + 12 company-wide holidays + 8 floating days + 1 VTO (Volunteer Time Off) + unlimited sick time-Parental Leave: 100% paid 12 weeks + 2 weeks gradual return-Computer choice of Mac or PC-Work from home setup reimbursement-Monthly co-working space and/or child care reimbursement-Monthly ClassPass credit-Quarterly wellness reimbursement-Other health & wellness perks including: One Medical, Teladoc, Talkspace, Kindbody, and Health Advocate-Virtual events, happy hours, trivia, and fun!
This Hotel Housekeeper position is responsible for the cleanliness, arrangement and supply of guest rooms. This position is in Bethel, AK, working at the Qavartarvik Customer Lodge. _This is a rotational position in Bethel, AK. The rotation schedule will be 4 weeks on and 4 weeks off. Lodging and three meals per day provided. The point of hire origin is Anchorage, AK._
**Responsibilities**
+ Provide the highest quality of service to the customer at all times.
+ Clean and return rooms to a vacant ready status and/or an occupied clean status.
+ Cleaning includes lighting fixtures, ceilings and vents, walls, mattresses, furniture, windows and window coverings, floor and carpets and bathroom.
+ Replenish guest supplies and amenities as required.
+ Maintain a clean and orderly housekeeping cart and storage areas.
+ Report any material discrepancies beyond the scope of the Housekeeping Department to the Housekeeping Manager or Maintenance Department.
+ Assist in maintaining other areas of the hotel in a clean and orderly condition
+ Respond to guest requests and inquiries immediately.
+ Become a self-inspector by maintaining assigned guest room at a 90% or above rating.
+ Assist in the general cleaning and carpet care program by changing bedspreads, blankets, and mattress pads, and spot cleaning carpets.
+ Wear proper uniform at all times as specified in the associate handbook.
+ Adhere to all work rules, procedures and policies established by the company, including, but not limited to, those contained in the associate handbook.
+ Other duties that are pertinent to the department or unit's success also may be assigned.
**Qualifications**
+ The ability to work rotating shifts, weekends, callouts, etc.
+ Must be fluent in speaking, reading, and writing English.
**Preferred Qualifications**
+ High School Diploma or GED.
+ Six (6) months of hospitality industry or related experience which evidences some suitability for this type of work.
**Working Conditions and Physical Requirements**
Weather: Indoor
Noise level: Moderate
Office conditions: Pace of work environment: Medium
Customer Interaction: Medium
Description of environment: Hotel
Constantly required to stand and walk. Occasionally required to lift. Rarely required to push and pull.
Occasionally required to lift and/or move up to 50 pounds.
Travel: None
**Competencies**
**NMS Core Values**
Safety guides our behavior.
Honesty and integrity govern our activities.
Commitments made will be fulfilled.
All individuals are treated with dignity and respect.
The environment will be protected and sustained.
**Equal Opportunity Employer** NANA Regional Corporation, Inc. and its subsidiaries are equal employment opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender (including pregnancy, gender-identity and sexual orientation), age, disability, genetic information, veteran protected status or any other characteristic protected by applicable law. NANA grants employment preference to shareholder of NANA, their spouses and descendants to the extent allowed by law.
**Accommodation Requests for Job Seekers with a Disability.** If you are a job seeker with a disability and require accessibility assistance or an accommodation for any part of the employment process, contact us at ******************* or **************.
**Default: Location : Location** _US-AK-Anchorage_
**Job ID** _2025-20385_
**NMS Division** _NMS FFM_
**Work Type** _Remote Rotational_
**Work Location** _Anchorage_
NMS is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, veteran protected status or any other characteristic protected by applicable law.
$43k-62k yearly est. 55d ago
SDR- Broker Relations
Personify Health
Remote prime broker job
Who We Are
Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we're shaping a healthier, more engaged future.
Responsibilities
In the role of a Broker Market Analyst , you , create interest and drive brand and solution awareness and preference with Brokers / Brokerage Firms within targeted regions. The Market Analyst is primarily responsible for generating new relationships by leveraging market data, curating targeted outreach campaigns and doing outreach via LinkedIn and emails. Additionally as a Market Analyst you will be responsible for executing upon targeted campaigns to captivate new potential brokers and generate interest in meeting for the CBR Director and or TPA Regional Sales Directors t. To be successful in this role, the market analyst r will nurture relationships, build value, handle objections, create urgency, , and collaborate strategically with the field and marketing to create a sales pipeline that exceeds quota expectations.
What You'll Actually Do
Qualify all incoming consultant & broker inquiries generated through web and marketing campaign leads
Use lead sourcing directives on target geographic markets and contact roles (outlined by the consultant & broker relations team) to influence lead sourcing
Source new consultant/broker leads through - online research leveraging multi-modal broker prospecting tools, LinkedIn and more
Successfully set up strategic alignment meetings for the consultant & broker relations team (via email) so that the team can conduct discovery, assess fit and determine next steps for consultant and broker contacts
Strategic sales capabilities that include a high comfort level communicating with defined consultant & broker contact roles within a consulting/brokerage firm, balanced with tactical skills for a fast-paced, high volume lead follow-up and qualification environment
You will also have a primary responsibility to educate leads/contacts regarding:
Personify Health's value and key positioning pillars; solution differentiation from market alternatives
Prospect into target consulting/brokerage firms to find new contacts and revenue opportunities
Develop and articulate high-impact messaging that resonates with consultants and brokers, captures a value prop, and embodies Personify Health's values
Consistently logging lead, contact, account, and qualification data in Salesforce.com Report weekly metrics
Work with consultant and broker relations directors to gain insight into individual territory and target market plans and establish lead generation priorities and methods.
Achieve quarterly objectives
Qualifications
What You Bring to Our Mission
Proven success in sales/marketing in TPA and or Benefit Administration. Outgoing, positive, friendly, and a master communicator
Demonstrated history in exceeding performance goals and quotas
Experience selling enterprise products/services with a focus on value-based selling methodologies
Strong communications and understanding of how to identify consultant and broker needs and map business value
Adept in using Salesforce.com, Hubspot and Microsoft Office applications
Internet and research savvy using online resources such as LinkedIn and ZoomInfo to identify contacts within target companies. Experience with Benefitflow and/or MPLOYER appreciated but not required.
Proficient in managing multiple simultaneous qualification and sales processes
Strong understanding of target consulting and brokerage firms and range between core job deliverables to solving business problems
Must quickly assess a business situation or scenario and develop plans to address challenges or capture opportunities
Why You'll Love It Here
We believe in total rewards that actually matter-not just competitive packages, but benefits that support how you want to live and work.
Your wellbeing comes first:
Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
Mental health support and wellness programs designed by experts who get it
Flexible work arrangements that fit your life, not the other way around
Financial security that makes sense:
Retirement planning support to help you build real wealth for the future
Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
Growth without limits:
Professional development opportunities and clear career progression paths
Mentorship from industry leaders who want to see you succeed
Learning budget to invest in skills that matter to your future
A culture that energizes:
People Matter: Inclusive community where every voice matters and diverse perspectives drive innovation
One Team One Dream: Collaborative environment where we celebrate wins together and support each other through challenges
We Deliver: Mission-driven work that creates real impact on people's health and wellbeing, with clear accountability for results
Grow Forward: Continuous learning mindset with team events, recognition programs, and celebrations that make work genuinely enjoyable
The practical stuff:
Competitive base salary that rewards your success
Unlimited PTO policy because rest and recharge time is non-negotiable
Benefits effective day one-because you shouldn't have to wait to be taken care of
Ready to create a healthier world while building the career you want? We're ready for you.
No candidate will meet every single qualification listed. If your experience looks different but you think you can bring value to this role, we'd love to learn more about you.
Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.
In compliance with all states and cities that require transparency of pay, the base compensation for this position ranges from $50,000 to 60,000. Note that compensation may vary based on location, skills, and experience. This position is eligible for medical, dental, vision, and other benefits.
We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.
#WeAreHiring #PersonifyHealth
Beware of Hiring Scams: Personify Health will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications, please report them to **************************. All of our legitimate openings can be found on the Personify Health Career Site.
The Dishwasher position performs a variety of cleaning, stocking, dishwashing, and minor food preparation duties in a commercial kitchen located within a commercial kitchen in a restaurant setting. This position will support the Qavartarvik Customer Lodge in Bethel, AK.
This is a rotational position with a 4-weeks on & 4-weeks off schedule. Housing and three square meals per day provided. The point of hire origins are Anchorage, AK and the YKHC Service Area.
Responsibilities
* Disposes of trash in assigned receptacles.
* Cleans various carts and trash receptacles.
* Stocks storage areas with incoming products.
* Washes objects by hand or with cleaning equipment.
* Cleans dishes, utensils, pots, pans etc. and places in assigned storage areas in an organized and orderly manner.
* Cleans, sweeps, wipes down, etc. all general dining, kitchen, or storage areas (in some cases), and equipment as well as all floors.
* Assists with various periodic and scheduled cleaning projects.
* May serve on the line to support food service production.
* May assist manager with inventory counting.
* Keep clean dish area clean at all times.
* Helps maintain clean dining room, tables, and chairs.
* Follows dress code according to department.
* Other duties that are pertinent to the department or unit's success may also be assigned.
Qualifications
* The ability to work rotating shifts, weekends, callouts, etc.
* Food Handler card, Alaska Food Workers card, or ServSafe certification within 30 days of employment.
* Contract requires candidate to get a flu shot pre-hire and annually thereafter.
* Must be fluent in speaking, reading, and writing English.
Preferred Qualifications
* High school diploma or GED equivalent preferred.
* Some prior experience or training which demonstrates knowledge of cleaning equipment/processes or a suitability for and interest in this type of work, preferred.
Working Conditions and Physical Requirements
Weather: Indoors
Noise level: Moderate
Office conditions: Pace of work environment: Medium
Customer Interaction: High
Description of environment: Hotel restaurant
Constantly required to stand; frequently required to walk; occasionally required to lift, pull and push.
Physical requirements: Occasionally required to lift and/or move up to 50 pounds.
Travel: None
Competencies
NMS Core Values
Safety guides our behavior.
Honesty and integrity govern our activities.
Commitments made will be fulfilled.
All individuals are treated with dignity and respect.
The environment will be protected and sustained.
$33k-53k yearly est. Auto-Apply 12d ago
Associate Broker Service Representative I- Remote
Warner Pacific Insurance Services, Inc.
Remote prime broker job
Associate Broker Service Representative
Remote, 8am-5pm PST
The Associate Broker Service Representative serves as a key point of contact for brokers, providing research, analysis, and resolution for inquiries related to billing, benefits, and post-sale concerns. This role involves responding to phone and email inquiries, ensuring timely and accurate support while maintaining strong relationships. The position requires close collaboration with Sales Consultants, brokers, medical and ancillary carriers, and internal teams to facilitate seamless issue resolution and enhance overall service delivery. A foundational understanding of the healthcare industry, attention to detail, and effective communication skills are essential to successfully navigate complex requests and support broker needs.
Overview of Responsibilities
Customer Service:
Addresses inquiries from Brokers, Sales Consultants and Medical and Ancillary carriers.
Assist in analyzing complex or challenging problems and provide relevant information and solutions.
Clarify and communicate carrier policies, benefits, and guidelines to brokers and agency staff members
Responsible for responding to benefit and billing inquiries. Processing new hire enrollments, handling termination requests, providing forms, and managing renewal requests among other related tasks.
Responsible for learning and becoming proficient in internal tools and effectively navigating carrier portals.
Utilize CRM platforms such as Sales Force to provide transparency and status of pending items.
Client Communication:
Communicate with clients, brokers, Sales Consultants and Medical and Ancillary Carriers regularly to gather necessary information to answer and reply to inquiries.
Foster and maintain positive customer relationships while collaborating with internal teams to ensure customer requests and inquiries are addressed promptly and effectively.
Acknowledge urgent requests upon receipt.
Market & Product Knowledge:
Stay updated on trends in employee benefits offerings, plan designs, and the competitive landscape to provide the best viable solutions and recommendations.
Continuously monitor industry regulations (i.e., carrier 411) and compliance standards to maintain up-to-date knowledge of the employee benefits market.
Collaboration and Team Support:
Collaborate with Sales consultants, brokers, and carriers to consistently provide accurate and detailed information.
Provide team back-up/desk coverage as needed.
Assist other team members/departments as needed.
Additional Skills and Requirements:
High school diploma or equivalent.
Any combination of education and/or experience that would provide a background in terms of customer service knowledge and experience preferred.
Familiarity with employee benefits products such as group health insurance, dental insurance, vision insurance and other ancillary products.
Ability to manage multiple tasks and prioritize in a fast-paced environment.
Ability to work independently with supervision as well as part of a team.
Ability to manage multiple tasks and prioritize in a fast-paced environment.
Good analytical skills and attention to detail.
Strong written and verbal communication skills, with attention to grammar and detail.
Good customer service skills, with the ability to effectively communicate via e mail and phone when interacting with customers.
Proficient using computer systems, office software, and data entry.
Working Conditions:
While this position allows for remote work, there may be occasional in-office attendance for meetings, team collaborations, and other essential activities if local to the Westlake Village, CA office.
Full-time, Monday to Friday, 8:00 a.m. - 5:00 p.m. PST with overtime during peak periods, holidays, and weekends as requested by management.
Minimal travel may be required for client meetings or training sessions if local to the Westlake Village, CA office.
Compensation
Hourly Range: $20.44- $27.26 per hour
Actual compensation may vary from posting based on work experience, education, and/or skill level.
* The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance.
As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our “Duties & Responsibilities” section, please apply! We look forward to hearing from you!
$20.4-27.3 hourly Auto-Apply 13d ago
Associate Broker Service Representative I- Remote
Warner Pacific Insurance
Remote prime broker job
Job Description
Associate Broker Service Representative
Remote, 8am-5pm PST
The Associate Broker Service Representative serves as a key point of contact for brokers, providing research, analysis, and resolution for inquiries related to billing, benefits, and post-sale concerns. This role involves responding to phone and email inquiries, ensuring timely and accurate support while maintaining strong relationships. The position requires close collaboration with Sales Consultants, brokers, medical and ancillary carriers, and internal teams to facilitate seamless issue resolution and enhance overall service delivery. A foundational understanding of the healthcare industry, attention to detail, and effective communication skills are essential to successfully navigate complex requests and support broker needs.
Overview of Responsibilities
Customer Service:
Addresses inquiries from Brokers, Sales Consultants and Medical and Ancillary carriers.
Assist in analyzing complex or challenging problems and provide relevant information and solutions.
Clarify and communicate carrier policies, benefits, and guidelines to brokers and agency staff members
Responsible for responding to benefit and billing inquiries. Processing new hire enrollments, handling termination requests, providing forms, and managing renewal requests among other related tasks.
Responsible for learning and becoming proficient in internal tools and effectively navigating carrier portals.
Utilize CRM platforms such as Sales Force to provide transparency and status of pending items.
Client Communication:
Communicate with clients, brokers, Sales Consultants and Medical and Ancillary Carriers regularly to gather necessary information to answer and reply to inquiries.
Foster and maintain positive customer relationships while collaborating with internal teams to ensure customer requests and inquiries are addressed promptly and effectively.
Acknowledge urgent requests upon receipt.
Market & Product Knowledge:
Stay updated on trends in employee benefits offerings, plan designs, and the competitive landscape to provide the best viable solutions and recommendations.
Continuously monitor industry regulations (i.e., carrier 411) and compliance standards to maintain up-to-date knowledge of the employee benefits market.
Collaboration and Team Support:
Collaborate with Sales consultants, brokers, and carriers to consistently provide accurate and detailed information.
Provide team back-up/desk coverage as needed.
Assist other team members/departments as needed.
Additional Skills and Requirements:
High school diploma or equivalent.
Any combination of education and/or experience that would provide a background in terms of customer service knowledge and experience preferred.
Familiarity with employee benefits products such as group health insurance, dental insurance, vision insurance and other ancillary products.
Ability to manage multiple tasks and prioritize in a fast-paced environment.
Ability to work independently with supervision as well as part of a team.
Ability to manage multiple tasks and prioritize in a fast-paced environment.
Good analytical skills and attention to detail.
Strong written and verbal communication skills, with attention to grammar and detail.
Good customer service skills, with the ability to effectively communicate via e mail and phone when interacting with customers.
Proficient using computer systems, office software, and data entry.
Working Conditions:
While this position allows for remote work, there may be occasional in-office attendance for meetings, team collaborations, and other essential activities if local to the Westlake Village, CA office.
Full-time, Monday to Friday, 8:00 a.m. - 5:00 p.m. PST with overtime during peak periods, holidays, and weekends as requested by management.
Minimal travel may be required for client meetings or training sessions if local to the Westlake Village, CA office.
Compensation
Hourly Range: $20.44- $27.26 per hour
Actual compensation may vary from posting based on work experience, education, and/or skill level.
* The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance.
As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our “Duties & Responsibilities” section, please apply! We look forward to hearing from you!
$20.4-27.3 hourly 13d ago
Associate Broker Service Representative I- Remote
Warnerpacific 4.3
Remote prime broker job
Associate Broker Service Representative Remote, 8am-5pm PST The Associate Broker Service Representative serves as a key point of contact for brokers, providing research, analysis, and resolution for inquiries related to billing, benefits, and post-sale concerns. This role involves responding to phone and email inquiries, ensuring timely and accurate support while maintaining strong relationships. The position requires close collaboration with Sales Consultants, brokers, medical and ancillary carriers, and internal teams to facilitate seamless issue resolution and enhance overall service delivery. A foundational understanding of the healthcare industry, attention to detail, and effective communication skills are essential to successfully navigate complex requests and support broker needs.
Overview of Responsibilities
Customer Service:
* Addresses inquiries from Brokers, Sales Consultants and Medical and Ancillary carriers.
* Assist in analyzing complex or challenging problems and provide relevant information and solutions.
* Clarify and communicate carrier policies, benefits, and guidelines to brokers and agency staff members
* Responsible for responding to benefit and billing inquiries. Processing new hire enrollments, handling termination requests, providing forms, and managing renewal requests among other related tasks.
* Responsible for learning and becoming proficient in internal tools and effectively navigating carrier portals.
* Utilize CRM platforms such as Sales Force to provide transparency and status of pending items.
Client Communication:
* Communicate with clients, brokers, Sales Consultants and Medical and Ancillary Carriers regularly to gather necessary information to answer and reply to inquiries.
* Foster and maintain positive customer relationships while collaborating with internal teams to ensure customer requests and inquiries are addressed promptly and effectively.
* Acknowledge urgent requests upon receipt.
Market & Product Knowledge:
* Stay updated on trends in employee benefits offerings, plan designs, and the competitive landscape to provide the best viable solutions and recommendations.
* Continuously monitor industry regulations (i.e., carrier 411) and compliance standards to maintain up-to-date knowledge of the employee benefits market.
Collaboration and Team Support:
* Collaborate with Sales consultants, brokers, and carriers to consistently provide accurate and detailed information.
* Provide team back-up/desk coverage as needed.
* Assist other team members/departments as needed.
Additional Skills and Requirements:
* High school diploma or equivalent.
* Any combination of education and/or experience that would provide a background in terms of customer service knowledge and experience preferred.
* Familiarity with employee benefits products such as group health insurance, dental insurance, vision insurance and other ancillary products.
* Ability to manage multiple tasks and prioritize in a fast-paced environment.
* Ability to work independently with supervision as well as part of a team.
* Ability to manage multiple tasks and prioritize in a fast-paced environment.
* Good analytical skills and attention to detail.
* Strong written and verbal communication skills, with attention to grammar and detail.
* Good customer service skills, with the ability to effectively communicate via e mail and phone when interacting with customers.
* Proficient using computer systems, office software, and data entry.
Working Conditions:
* While this position allows for remote work, there may be occasional in-office attendance for meetings, team collaborations, and other essential activities if local to the Westlake Village, CA office.
* Full-time, Monday to Friday, 8:00 a.m. - 5:00 p.m. PST with overtime during peak periods, holidays, and weekends as requested by management.
* Minimal travel may be required for client meetings or training sessions if local to the Westlake Village, CA office.
Compensation
* Hourly Range: $20.44- $27.26 per hour
* Actual compensation may vary from posting based on work experience, education, and/or skill level.
* * The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
* We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance.
* As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our "Duties & Responsibilities" section, please apply! We look forward to hearing from you!