• Serve as a trusted advisor to Medicare beneficiaries, helping them confidently navigate their insurance options • Conduct in-depth needs assessments via phone to understand each client's healthcare and coverage requirements • Educate clients on Medicare options, election periods, and available services to help them make informed decisions • Match beneficiaries with the most suitable health plans based on their unique needs • Guide clients through the enrollment process with care, accuracy, and personalized support • Build meaningful relationships while delivering excellent, solutions-focused customer service • Qualify inbound leads and create new sales opportunities through proactive engagement • Consistently meet or exceed sales goals while tracking performance and progress • Stay current on CMS regulations, HIPAA policies, and Medicare compliance requirements • Accurately document all sales and service activities in the CRM system • Collaborate with managers, trainers, and team members to refine skills and achieve individual and team goals • Support additional duties and special projects as needed

• Drive the full sales cycle, continuously seeking creative strategies • Develop deep expertise of the CentralReach platform • Provide product demonstrations to clients and prospects • Maintain accurate notes and feedback in Salesforce • Understand client challenges including budget, timing, or bandwidth • Consistently exceed monthly, quarterly, and annual sales goals • Travel 20% or less which can include client onsite and conferences

• Maintain a minimum revenue accountability • Acts as the primary sales interface for several accounts on a regional basis • Develops account strategies in conjunction with BD team members • Ensures minimum revenue objectives are achieved • Delivers quotations and RFQ responses to customers

Role Description Join our Amwins Connect team as a Jr. Broker Sales Representative in Florida! This position is remote for current Florida residents only. This role effectively collaborates across all areas to ensure a positive customer experience that leads to sales results. The central purpose of this position is to provide a customer-centric focus, model purposeful leadership, and drive results for sales managers, Brokers & the firm. Responsibilities and Duties: - Triage Team Inbox - Review incoming emails - Categorize emails based on type of work - Create service request for work that is done by other departments - Send initial replies to requests to maintain response times - Small Group Quoting - Generate quote for Employer Groups - Provide revisions to existing quotes - Create New Group/Hire Worksheets - Create side by side illustrations of benefits/rates in Excel - New Business - Enter Supply orders in System - Send out enrollment materials via email - Gather new business materials and create service request for processing - Collect materials to process Ease builds - Verify participating providers using carrier websites - Data Integrity - Set up new brokers and contacts - Turn on quoting and web access for brokers Qualifications - Proficient in MS Office software, especially MS Outlook, intermediate Excel, MS Teams - Web based audio/video conferencing - High School Diploma or General Education Degree (GED) - University degree preferred - Comprehensive organizational skills - Clear, professional oral and written communication skills - Ability to manage competing priorities, and negotiate mutually successful outcomes - Collaborate and partner effectively with internal and external teams - Strong problem-solving skills and solutions-oriented mind-set Benefits - Compensation includes a salary commensurate with experience - Position eligible for annual bonus - Full benefits package available - Most benefits available first day of employment - Generous Paid Time Off (PTO) - Collaborative, continuing education focused work environment - Career advancement opportunities