Agent Relations Representative (Inside Sales)

Jack Schroeder and Associates, LLC

Fort Myers, FL

At JSA, we dedicate ourselves to earning the title – “The Insurance Broker’s Agency,” each and every day. We are a nationally recognized, award-winning Field Marketing Organization (FMO) and a leader in the wholesale insurance brokerage industry.

What You Get To Do

Agent Relations is responsible for achieving assigned sales/membership growth targets through Independent Agents and Agencies. The team is focused on recruiting independent agents to seminars, webinars, and special events as well as cross-contracting to eligible specific lines or carriers.

• Recruits health and life insurance agents through daily outbound call campaigns.
• Continually build and service our growing business partners of Agents and Agencies.
• Provide a structured on-boarding process, assisting with corporate contracting, appointment requirements / carrier certification requirements, carrier enrolment tools, and systems. Organize involvement in formal and on-the-job training to ensure an accurate understanding of our products, compliance requirements, and sales systems.
• Acts as a liaison between Agents and health plans with respect to the sales process to ensure Agents are appropriately set up and supported across their lifecycle. This includes contracting, licensing/appointment, certification, training, enrollment administration, commission payment, agent servicing, etc.
• Ensures sales techniques are following CMS regulations, and regularly review sales results and provide feedback to Agents.
• Facilitates engagement of Agents in executing these plans and ensure that Agents appropriately represent our product portfolio and service offerings.
• Ensures Agents adhere to sales and marketing guidelines associated with compliance requirements.
• Performs other duties as required.

What We Offer

At JSA we recognize how critical our team’s hard work and dedication is in providing our partners with exceptional service. We are proud to offer our employee’s a competitive salary and benefits!

Perks and Benefits for Full-time Employees:

• Competitive salary tailored to your experience
• Fully company-funded healthcare coverage (medical, dental, and vision) for full-time employees
• Complimentary life insurance, identity theft protection, and a 401(k) plan with matching contributions
• Access to an Employee Assistance Program for added support
• Optional voluntary benefits for extra peace of mind
• Half-day Fridays from January through September, with full-day pay, to support work-life balance
• Paid company holidays
• Immediate access to paid time off, including sick leave
• Opportunities for professional development to grow your skills and advance your career

Preferred Skills & Abilities

• High degree of accuracy and attention to detail
• Advanced computer skills, including Microsoft Office Suite
• Ability to manage, prioritize, and multi-task projects by applying judgement and knowledge.
• Ability to work under pressure to meet deadlines while maintaining quality work.
• Excellent verbal/written communication and interpersonal skills
• Self-starter
• Bilingual is a plus!

Physical Job Requirements & Work Environment

While performing the duties of this job, the employee is frequently required to remain in a stationary position for up to eight hours in an office environment. The employee occasionally is required to move to access people or workspaces. Involves frequent telephone contact with agents and employees. Interaction with others is constant and may be interruptive or involve dealing with angry or upset people.

The employee may occasionally lift files, paper, or office equipment weighing up to 35 pounds. Requires manual dexterity sufficient to operate a keyboard, calculator, telephone, copier, and other such office equipment as necessary. Vision must be correctable to 20/30 and hearing must be in the normal range for telephone contacts. It is necessary to view and type on computer screens for long periods and the ability to optimally communicate is required.

EEO Statement

Jack Schroeder and Associates, LLC is proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing individuals with qualified disabilities reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. This policy applies to all employees and job applicants.