Broker Support Manager

🕒 April 10

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Experior Financial Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2014

💸 Finance

👥 B2C

Finance • B2C

Experior Financial Group is a Canadian managing general agency and financial services company that connects licensed associates with clients to provide insurance and investment solutions. The company offers life, health, travel, critical illness, disability, and funeral insurance, along with investment products such as segregated funds, RRSPs, RRIFs, and TFSAs, and retirement planning services. Experior operates a unique “Tri‑Brid” MGA model, proprietary Experior Financial Analysis (EFA) software and a CRM for agents, and recruits and trains associates across Canada and the USA.

📋 Description

• 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

🎯 Requirements

• 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.

🏖️ Benefits

• 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