Broker Support Manager

🕒 Abril 10

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Experior Financial Group

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2014

💸 Finanças

👥 B2C

Finance • B2C

A Experior Financial Group é uma agência geral de gestão e empresa de serviços financeiros canadense que conecta associados licenciados a clientes para fornecer soluções de seguros e investimentos. A empresa oferece seguros de vida, saúde, viagem, doenças graves, invalidez e funerais, além de produtos de investimento, como fundos segregados, RRSPs, RRIFs e TFSAs, e serviços de planejamento de aposentadoria. A Experior opera um modelo único de MGA “Tri-Brid”, software proprietário Experior Financial Analysis (EFA) e um CRM para agentes, além de recrutar e treinar associados em todo o Canadá e EUA.

Descrição

• Support the team in administering back-office processes including: Agent profile setup and maintenance, Terminations and account holds, Mailing list management and onboarding communications • Support the team in setting up and managing agent payment structures in accordance with the Agent Agreement (AOA), ensuring understanding and compliance with compensation rules • Ensure the team responds to inquiries from agents and internal stakeholders (via Salesforce, email, phone, and tickets) within 48 hours, maintaining professionalism and clarity • Support and guide the team in managing and communicating chargeback-related debt collections with agents, ensuring accuracy, transparency, and strong communication • Ensure the team develops a strong understanding of internal terminology, systems, and processes to effectively support agents • Coach, develop, and support team members to improve performance, build skills, and maintain accountability to department standards • Foster a positive, professional environment within the team and ensure strong relationships with agents and head office staff • Support and oversee the use and continuous improvement of systems including: Back Office Platform, CRM (Salesforce), EFA (Expert Financial Analysis) • Identify opportunities to improve processes, systems, and efficiencies, and provide recommendations • Ensure training materials are maintained and updated to reflect process changes and newly acquired knowledge • Work cross-functionally with all departments to ensure seamless agent experience • Support the team in assisting with agent website setup and related onboarding tasks as proficiency develops • Monitor team capacity and allocate resources effectively, ensuring productivity and support across departments • Perform additional duties as assigned as the role evolves

🎯 Requisitos

• 2–3 years of experience in a leadership or management role required • Experience with an IMO or insurance carrier is considered an asset • Demonstrated ability to lead, coach, and develop high-performing teams • Strong verbal and written communication skills, with the ability to engage professionally with both internal and external stakeholders • Flexible and adaptable, with a willingness to take on evolving responsibilities and support other departments as needed • Committed to ensuring compliance with all company policies, procedures, and guidelines • Strong organizational and time-management skills, with the ability to effectively prioritize and manage multiple tasks • Highly analytical with strong problem-solving abilities to identify and resolve issues efficiently • Must reside and be authorized to work in the USA • Bilingual in Spanish is a significant asset; willingness to learn Spanish is also considered a strong advantage.

🏖️ Benefícios

• Work-life balance with paid vacation and sick days • Competitive compensation • Comprehensive medical, dental, and vision benefits • Flexible work options • Career growth and development opportunities • Diverse team environment • Straight day shifts with no weekends • Company events and celebrations • Tuition reimbursement • Company-provided equipment