Broker Success Specialist

The Broker Success Specialist (BSS) is the primary relationship owner for an assigned portfolio of licensed agents and brokers. This is a desk-based, predominantly telephonic role centered on relationship management and production activation. The BSS is responsible for activating, retaining, and growing production from existing producer relationships, while onboarding and developing new recruits introduced by the Agency Growth Manager. The BSS serves as the connective tissue between producers and the organization, ensuring that every agent in their portfolio has the support, knowledge, and motivation to produce consistently. The right candidate is energized by phone-based relationship building, takes initiative in managing a large producer portfolio, and understands what drives production from the agent’s perspective. This role carries both relationship accountability and a defined activity standard.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Portfolio Relationship Management (Primary Responsibility — approximately 60% of role)

• Own an assigned book of licensed agents and brokers; serve as their primary point of contact throughout the producer lifecycle.
• Conduct proactive outreach to dormant and low-activity relationships; do not wait for producers to initiate contact.
• Schedule and lead regular check-ins with top-tier and mid-tier producers in the assigned portfolio.
• Identify agents who are licensed but not producing and develop targeted reactivation plans to bring them back to active status.
• Build trust and rapport that translates into consistent submission and production activity.
• Serve as the first point of escalation for producer concerns before they require management involvement.

New Recruit Onboarding and Development (approximately 20% of role)

• Receive warm handoffs from the Agency Growth Manager on newly contracted agents and assume ownership of the ongoing relationship.
• Lead the onboarding experience from contract execution through the producer’s first submission.
• Conduct product and platform orientation for new recruits, including ICHRA and EDE platform training.
• Identify knowledge gaps in new recruits and coordinate with training resources to address them.
• Track new recruit activation milestones and report status to sales leadership.

Production Activation and Retention (approximately 20% of role)

• Monitor portfolio production data and identify agents trending downward or going dormant.
• Implement targeted outreach campaigns to re-engage low-activity agents.
• Surface upsell and cross-sell opportunities within the existing book and communicate them to the Agency Growth Manager.
• Provide agents with competitive talking points, product updates, and relevant market intelligence.
• Communicate production incentives, bonuses, and recognition programs to assigned producers.

TRAVEL

• Minimal. This is a hybrid remote/in-office role. Occasional travel may be required for producer meetings, training events, or team gatherings.

REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.

• Minimum 2-3 years of experience in insurance, broker relations, or producer-facing sales support.
• Working knowledge of health insurance products required; ICHRA and EDE platform experience strongly preferred.
• Health insurance producer license required.
• CRM proficiency required (Salesforce or equivalent); strong overall Microsoft Office skills.
• Exceptional verbal communication skills; comfortable initiating outreach and leading conversations, not only responding to inbound requests.
• Professional written follow-up and documentation habits.
• Organized self-starter capable of managing a large producer portfolio without daily direction.
• Sales-adjacent mindset — not a hunter but understands what drives production and communicates accordingly.
• Comfortable with ambiguity; able to prioritize a dynamic and shifting workload during peak periods including Annual Enrollment Period AEP.
• Flexible schedule availability required during Annual Enrollment Period (AEP).
• Must be capable of conducting producer conversations, onboarding sessions, and written follow-up in both languages.
• Proficiency in Spanish is highly desired not required.

SUPERVISORY RESPONSIBILITIES

• None

PAY TRANSPARENCY

• Base pay range $52,88 - $66,300 and 5% bonus structure to be confirmed. Final offer amounts are determined by factors including relevant skills, education, and experience.
• Full-time employees are eligible for benefits including medical, dental, vision, and life and disability insurance, as well as 401(k) and Paid Time Off.

CERTIFICATES, LICENSES, REGISTRATION

• Current state health insurance producer license required.
• Certificates or designations from industry organizations such as LOMA, AHIP, or AICP are a plus.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Small Motor Skills: Picking, pinching, typing, or otherwise working primarily with fingers rather than with the whole hand or arm, as in handling.
• Speaking: Expressing or exchanging ideas by means of the spoken word. Detailed or important spoken instructions must be conveyed to others accurately and quickly.
• Hearing: Ability to receive detailed information through oral communication, with or without correction.
• Repetitive Motion: Substantial movement of the wrists, hands, and fingers.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is a hybrid remote/in-office role. In-office presence may be required to engage in face-to-face interaction and coordination of work among co-workers.

ADDITIONAL REQUIREMENTS

The company reserves the right to determine if this position will be assigned to work on-site, remotely, or a combination of both. Assigned work location may change. In the case of remote work, physical presence in the office/on-site may be required to engage in face-to-face interaction and coordination of work among co-workers.

Salary : $52,800 - $65,000