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Associate Broker
The Demarco Group
Remote ticket 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. 5d ago
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Financial Broker
Transparentbusiness, Inc. 3.9
Remote ticket 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
Ticket 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
I
IB / 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. 2d ago
RVP- Broker Dealer and RIA Recruiting
Ameritas 4.7
Remote ticket 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. 1d ago
Inside Broker - Professional Lines
CRC Group 4.4
Remote ticket 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 ticket 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
Logistics Broker
Fluor 4.5
Remote ticket broker job
Job United States, Charleston, South Carolina 1. **Job skills** Management and Sales 2. **Type** Permanent **Job id** 165584 **Salary** Negotiable Apply Danielle Counihan I manage this role You are subscribed to our push notifications, but not currently for jobs like this.
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**Job Title:** Logistics Broker
**Location:** Charleston, SC or Glen Ellyn, IL (In-office)
**Remote Option:** Available on a 1099 basis
**Industry:** Logistics / Full Truckload Freight
**Employment Type:** Direct placement; permanent, flexible schedule
**Compensation:** Base salary $70,000 - $140,000 plus commission and bonuses
**Benefits:** Health insurance provided or reimbursement option
**Position Summary**
This position offers an opportunity to join a growing logistics firm with a strong foundation in asset-based trucking and an expanding presence in third-party logistics (3PL) services. The organization provides operational support to brokers with established books of business and may consider onboarding broker support teams where mutually beneficial.
Our sales offices are staffed by experienced freight brokers from diverse industry backgrounds, many with tenure at larger corporations. We prioritize candidates with a proven record of success, a portable client base, and a commitment to ethical business practices.
**Responsibilities**
+ Manage and grow an active, transferrable book of business in full truckload freight.
+ Provide proof of accounts and performance metrics, including load volumes, average margin percentage, and gross revenue (weekly, monthly, and yearly).
+ Collaborate with internal operations and sales teams to ensure efficient logistics solutions.
+ Uphold company values of integrity, professionalism, and ethical conduct.
**Requirements**
+ Minimum active book of business generating $300,000+ in annual gross profit.
+ Documented proof of accounts and performance metrics.
+ No active non-compete agreements.
+ Background in full truckload freight strongly preferred.
+ Willingness to work in-office at Charleston, SC or Glen Ellyn, IL; relocation preferred.
+ Remote brokers considered, though in-office presence is prioritized.
+ No criminal record of any kind.
TRS Staffing Solutions are an equal opportunities employer, and we welcome you to provide OFCCP data voluntarily here (**************************************************************************************************************************************
We are an equal opportunity employer. All qualified individuals will receive consideration for employment without regard to race; color; age; sex; sexual orientation; gender identity; religion; national origin; disability; veteran status; genetic information; or any other criteria protected by governing law.
$70k-140k yearly 58d ago
Business Broker
Simplebroker.Ai
Remote ticket 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 ticket 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
CBRE Broker Program (2025)
CBRE 4.5
Ticket broker job in Columbus, OH
Job ID 215557 Posted 10-Apr-2025 Role type Full-time Areas of Interest Sales/Brokerage CBRE is using this platform to provide general information to individuals who want to learn more about a career at CBRE. If an opportunity opens that matches your qualifications, we will reach out to you at that time. We are growing a world-class organization with a world-class team and appreciate your interest in CBRE. We welcome you to explore our Careers (**************************************** page and apply directly to any positions that interest you. We will not consider the submission of resumes on this platform as an expression of interest in any posted position at CBRE.
**Associate Broker**
About the Role
As a CBRE SP - Associate Broker, you will support business development, market commercial properties, and assist in negotiating lease, purchase, or sale transactions on behalf of clients.
What You'll Do
+ Prospect and build client relationships to generate new business
+ Advise clients on leasing availability, market conditions, and property values
+ Tour properties with clients and discuss leasing terms and features
+ Prepare property data, reports, and market comparisons
+ Draft and review RFPs, offers, term sheets, and lease amendments
+ Coordinate transaction documents and assist with contracts and negotiations
+ Apply standard industry practices while developing your expertise
+ Collaborate effectively and uphold CBRE's RISE values
**Senior Associate**
About the Role
As a CBRE SP - Senior Associate, you'll focus on driving business growth, marketing commercial properties, and leading lease, purchase, or sale negotiations across office, retail, and other commercial sectors.
What You'll Do
+ Drive new business through prospecting, networking, and client expansion
+ Advise clients on property values, leasing opportunities, and market trends
+ Conduct property tours and communicate leasing terms and benefits
+ Compile and analyze property data, tenant surveys, and market reports
+ Prepare and review RFPs, offers, lease amendments, and financial comparisons
+ Coordinate transaction documentation and support legal due diligence
+ Follow best practices while deepening market expertise
+ Model CBRE RISE values and support team success
+ Communicate clearly with internal and external stakeholders
**Vice President**
About the Role
As a Vice President Broker at CBRE, you'll lead high-level business development and oversee the sale, leasing, and strategic marketing of commercial properties. Titles such as Vice President and above are awarded based on production achievements.
What You'll Do
+ Lead business generation through advanced networking and relationship management
+ Provide strategic advisory to landlords and tenants on leasing, sales, and market positioning
+ Tour properties with clients and guide lease or sale negotiations
+ Analyze and present detailed market reports, comps, and transaction summaries
+ Prepare and evaluate RFPs, offers, lease amendments, and financial models
+ Manage transaction documentation, contracts, and compliance
+ Partner with legal teams to facilitate negotiations and due diligence
+ Stay ahead of market trends, legislation, and competitive activity
+ Create marketing materials and manage client communications
+ Represent CBRE at industry, civic, and community events to drive visibility and growth
**What You'll Need**
+ Bachelor's degree (BA/BS) from a four-year college or university preferred; up to 3 years of relevant experience.
+ Active Real Estate Salesperson license (state-specific)
+ Strong written and verbal communication skills, with the ability to effectively present information and provide excellent service.
+ Solid organizational skills with an inquisitive mindset.
+ Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.).
+ Intermediate math and analytical skills, including the ability to calculate percentages, commissions, and perform basic financial analysis.
+ Ability to comprehend, interpret, and analyze documents and solve problems using established procedures.
+ Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Why CBRE**
At CBRE, you'll join the global leader in commercial real estate services, empowering businesses and individuals to thrive. We foster a collaborative culture based on respect, integrity, service, and excellence, and we value the diverse backgrounds and perspectives of our employees. With us, you'll have the opportunity to realize your full potential and make a significant impact.
**Our Values in Hiring**
We are committed to building a culture where everyone belongs. We value diversity and encourage all applications.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
$111k-211k yearly est. 60d+ ago
Associate Broker
High Rise Capital
Remote ticket broker job
Job Description
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. 3d ago
Broker Manager
Devoted Health 4.1
Remote ticket broker job
At Devoted Health, we're on a mission to dramatically improve the health and well-being of older Americans by caring for every person like family. That's why we're gathering smart, diverse, and big-hearted people to create a new kind of all-in-one healthcare company - one that combines compassion, health insurance, clinical care, service, and technology - to deliver a complete and integrated healthcare solution that delivers high quality care that everyone would want for someone they love. Founded in 2017, we've grown fast and now serve members across the United States. And we've just started. So join us on this mission!
Job Description
MUST BE LOCATED IN THE NORTHEASTERN OHIO AREA
A bit about this role:
As the Broker Manager you will be responsible for the success, engagement and production of our independent agents. You will work closely with Operations and field sales management to ensure the brokers have clear line of sight to Devoted's mission and the plan for growth.
Your Impact and Responsibilities will include:
Executing the plan created by the team for the market's brokers
Analyzes reports and providing a plan of action for increased production
Providing real time feedback from the field brokers. Training for brokers both classroom and field
Influence brokers to sell more by positioning our product and promoting our brand
Responsible for the Northeastern Ohio territory, manage contacts Execute on market / region sales goals and objectives (sales events, training, etc) Meet or exceed sales objectives through broker channel
Meet with brokers and agencies to build relationships and promote our brand
Responsible for reporting their daily activities to ensure alignment with creating incremental sales consistent with market goals
Adheres to and maintains current understanding of compliance requirements and organizational policies & procedures
Coordinates effectively with local sales team
Required skills and experience:
State Health Insurance License in good standing
Unrestricted driver's license to verify your eligibility and capability to fulfill the driving responsibilities associated with the position
Strong presentation skills and ability to present to a group or individual
Strong communication skills - both verbal and written and active listening skills
Strong organizational skills
Strong relationship building skills
Ability to collaborate well both internally and externally to support achievement of market objectives
Ability to learn quickly and adapt to change
Knowledge of systems and technology and proficient with data analytics
Knowledge of marketing strategy, value proposition
Adherence to CMS Medicare Marketing Guidelines and procedures
Medicare knowledge preferred
Self starter, flexible, adaptable, highly organized and proactive
Knowledge base of the market and the broker environment within the market. Engaging personality traits that identify with agents and inspires allegiance.
Desired skills and experience:
Goal oriented but flexible. Achieving goals by adapting to changing circumstances
Curious and inquisitive. Understanding the mission but challenging norms for better results
Calm under pressure and cultivate a growth mindset.
Salary range:
$65,000 - $85,000 annually plus commission
Our ranges are purposefully broad to allow for growth within the role over time. Once the interview process begins, your talent partner will provide additional information on the compensation for the role, along with additional information on our total rewards package. The actual base salary offered may depend on a variety of factors, including the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job.
Our Total Rewards package includes:
Employer sponsored health, dental and vision plan with low or no premium
Generous paid time off
$100 monthly mobile or internet stipend
Stock options for all employees
Bonus eligibility for all roles excluding Director and above; Commission eligibility for Sales roles
Parental leave program
401K program
And more....
*Our total rewards package is for full time employees only. Intern and Contract positions are not eligible.
Healthcare equality is at the center of Devoted's mission to treat our members like family. We are committed to a diverse and vibrant workforce.
Devoted is an equal opportunity employer. We are committed to a safe and supportive work environment in which all employees have the opportunity to participate and contribute to the success of the business. We value diversity and collaboration. Individuals are respected for their skills, experience, and unique perspectives. This commitment is embodied in Devoted's Code of Conduct, our company values and the way we do business.
As an Equal Opportunity Employer, the Company does not discriminate on the basis of race, color, religion, sex, pregnancy status, marital status, national origin, disability, age, sexual orientation, veteran status, genetic information, gender identity, gender expression, or any other factor prohibited by law. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.
$65k-85k yearly Auto-Apply 60d+ ago
Broker Dealer MAP Specialist
CXG Holdings
Remote ticket 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
SDR- Broker Relations
Virginpulse 4.1
Remote ticket 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.
$50k-60k yearly Auto-Apply 12d ago
Regional Broker Contractor - Florida, US (Remote)
Real 4.2
Remote ticket 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
Broker Assistant
R t Specialty, LLC 3.9
Remote ticket broker job
The Brokerage Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm.
What will your job entail?
Job Responsibilities:
• Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures.
• Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents.
• Administers and updates new and current client information in all required systems accurately.
• Maintains accurate and organized records of client accounts, transactions, and other relevant documentation and ensures compliance with record-keeping regulations.
• Performs customer service functions by answering broker requests and questions by telephone, email, chat, or in person.
• Contributes to the preparation of compliance reports related to brokerage operations and collaborates across broker and finance teams on business requirements.
• Adheres to regulatory requirements and internal policies and assists in the preparation of compliance reports.
• Assists in identifying and mitigating operational risks and collaborates with risk management teams to implement controls.
• Supports the Brokerage team with any ad hoc tasks and requests.
Work Experience:
• 0+ years of experience in the Insurance industry or Underwriting.
Education:
• Bachelor's degree required; Business Administration, Sales, and Risk Management preferred. Any other related discipline or commensurate work experience considered.
Licenses and Certifications:
• Prescribed: Minimum requirements for state P&C and/or surplus line licenses
• Preferred: Not Applicable
Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.
How We Support Our Teammates
Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.
The target hourly rate range for this position is $23.00 - $28.85 per hour.
The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website *****************************
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at *************
The above is intended to describe this job's general requirements. 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 essential functions.
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 brokertickets 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!
$49k-83k yearly est. Auto-Apply 26d ago
Associate Broker Service Representative I- Remote
Warner Pacific Insurance
Remote ticket 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 15d ago
Associate Broker Service Representative I- Remote
Warner Pacific Insurance Services, Inc.
Remote ticket 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 15d ago
Associate Broker Service Representative I- Remote
Warnerpacific 4.3
Remote ticket 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!