Building financial foundations for families to empower them today and leave a legacy for tomorrow.
Broker Support Manager
Location
United States
Posted
83 days ago
Salary
$65K - $70K / year
Seniority
Mid Level
Job Description
Broker Support Manager
Experior Financial Group
• 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
Job 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
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