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

• Prospect and win new small-to-medium business customers within a defined territory • Build and manage a robust pipeline through proactive outreach using phone, video, face-to-face meetings, and digital tools • Set and conduct appointments with key decision-makers to uncover business needs and position solutions • Apply consultative selling techniques to identify opportunities and recommend customized product and service solutions • Effectively communicate Staples’ value proposition across product categories and services • Utilize CRM and sales tools (e.g., SFDC, Tenfold, prioritized call lists) to optimize productivity and track activity • Collaborate with internal partners, including customer support and category specialists, to close deals and ensure successful onboarding • Onboard and ramp newly won accounts to drive adoption, retention, and long-term growth • Analyze customer industries and buying processes to deliver insights and tailored solutions • Continuously refine your sales approach based on feedback and market trends

• Consistently manage and grow weekly sales orders from assigned accounts through phone calls, online communication, and occasional field visits. • Regularly engage with clients via phone, email, and occasional in-person visits to assess needs, manage inventory, enhance sales through upselling/cross-selling, promote trials/samples, and maintain promotion awareness. • Develop and maintain an in-depth knowledge of product offerings to provide tailored recommendations. • Assist the collections team in securing timely payments from accounts, including necessary follow-ups. • Cultivate strong relationships with grocery and restaurant clients, advising on product selections and order processes. • Address customer inquiries and resolve issues promptly, logging and tracking significant concerns for resolution. • Coordinate with the local warehouse supervisor to complete order fulfillment and support local customer pick-ups. • Troubleshoot fulfillment issues in Odoo ERP, WMS system (similar to Netsuite). • Create invoices, receive, process, and post incoming payments. • Resolve client billing questions and concerns. • Reconcile invoices and payments for assigned accounts. • Maintain follow-ups based on aging receivables for each assigned account. • Analyze sales data to identify opportunities to increase market share and wallet size. • Stay informed about market trends and competitors, providing regular insights and reports to management. • Collaborate with the business strategy team to implement sales insights in daily account management. • Participate in both virtual and occasional field marketing activities, product demos, and industry events to penetrate new markets. • Engage in cold calling, email campaigns, and occasional in-person visits to generate new client leads. • Provide management with reports on customer needs, potential new products or services, and competitive activities. • Assist customers in adopting new technologies and e-commerce platforms. • Perform additional duties as required to meet business needs.

• Know our software inside and out - you’ll be a solution expert for Fleetio and fleet management • Conduct consultative sales to help Small and Medium organizations understand how Fleetio can help them • Generate new pipeline through strategic outbound outreach (calls, emails, etc.) • Perform web-based demos and presentations for prospects around the world • Proactive and consistent follow-up via phone and email with prospects • Negotiate pricing & close opportunities