Broker Account Executive

POSITION SUMMARY:We are seeking a highly experienced Broker Executive Assistant to join our team. In this role, you will be responsible for daily operations projects within the broker Sales, Marketing and Operations team to execute processes and elevated administrative tasks to achieve company goals. Furthermore, the Broker Account Executive will be responsible for implementing new resources and systems to maximize our results. The ideal candidate must have negotiation, sales, project management, interpersonal and analytical skills. This is an opportunity to join a mission-driven company and make a positive impact in the community.ABOUT IDEA INSURANCE:IDEA Insurance Agency is a forward-thinking company with a mission to provide care and protection to our clients by achieving peace of mind and an extraordinary lifestyle. Our vision is to be the leading insurance brokerage by impacting the lives of 1 million families. At IDEA Insurance Agency, we are guided by our values of Intentional, Commitment, Accountability, Results-Oriented, and Excellence. We believe that by living these values every day, we can deliver the highest quality service to our clients and make a positive impact in the communities we serve. If you share these values and are passionate about making a difference, we encourage you to apply to join our team.PERFORMANCE OBJECTIVES:Provides ongoing Broker Training and DevelopmentNurtures broker relationships and engagementIdentifies growth strategies and market opportunitiesHelp and supervise agent's grassroots marketing effortsSupport Marketing team with goals and planningOrganize Operations Department needs and performance accordinglyEffectively confirming events, meetings, trainings with operations teamVerify sales goals, quality control, processes and compliance measurementsSupport independent agents with product and marketing questions as neededIn charge of new agent recruiting process and interviewsIncreases Sales goals through effective marketing activitiesHandles contracts paperwork, documentation and all CMS compliance elementsProvides strategies for market development and product expansionCAPABILITIES / KEY COMPETENCIES:Proactive and EfficientOutstanding communication skillsStrong attention to detail and ability to manage multiple projects concurrentlyAbility to work independently and as part of a teamSelf motivated, reliable and problem solver expertMust be able to multitask and listen to client needs effectivelyProficiency with Google Workspace, Slack, Healthsherpa, Sunfire, Connecture, Notion, Canva, and other relevant platformsUnderstands CMS rules and regulations for Medicaid, Medicare and ACAPreferably bilingual in English and SpanishEDUCATION & EXPERIENCE:High school diploma or GED requiredCollege or Associates degree preferredLicense/Certification: 215 Health/Life Insurance License preferred3+ years of experience in a administrative roll3+ years in a marketing grassroots rollStrong communication and writing skillsNegotiation and sales skillsProficiency with software such as Google WorkspaceAbility to work independently and as part of a teamCOMPENSATION AND BENEFITSSalary range $60K - $70K a year based on experienceSupplemental Pay: Commissions, incentives and bonus structurePaid time off and paid holidaysEmployee development program / Leadership developmentCompany contributions to Health, Dental, Vision & Accident InsuranceHSA Health savings accountRetirement planning optionsEmployer paid EAP Employee assistance programPay: $60,000.00 - $70,000.00 per yearJob Type: Full-timeWork Location: In personLanguage: Spanish (Required)License/Certification: 215 Health / Life Insurance License (Preferred)Ability to Commute: Orlando, FL 32819 (Required)

Created: 2025-03-07