• The New Business Broker serves as Franklin Madison's subject matter expert for the personal lines quoting, placement, and implementation experience. • This role is responsible for working with newly acquired clients after the sale to ensure a seamless onboarding experience, successful policy placement, and optimization of the end-to-end quoting process. • This role combines licensed insurance expertise, operational execution, and process improvement. • The New Business Broker will leverage Franklin Madison's multi-carrier quoting platform to obtain and evaluate coverage options, place business with carrier partners, and drive continuous improvements to workflows, technology integrations, and customer experiences. • This position serves as the bridge between sales, operations, technology, carrier partners, and clients—ensuring that every new customer is successfully implemented, quoted efficiently, and placed with the appropriate carrier while helping shape the future state of Franklin Madison's Personal Lines distribution model.

• Drive growth and retention by managing broker and carrier relationships • Servicing a current book of business • Developing new market opportunities • Mentoring team members • Ensuring compliance and confidentiality while delivering exceptional customer service. • Build agent and broker relationships. • Manage current book of business. • Seek opportunities to access and cultivate new markets. • Effectively manage carrier relationships • Provide guidance and training to Assistant Broker. • Review and analyze risks, ensuring all required information is obtained. • Ensure compliance with government agencies and corporate policies and procedures. • Attend training sessions, courses, etc. to maintain up-to-date skills. • Always conduct the highest level of confidentiality. • Other duties as needed.

Role Description If you're an elite submortgage broker or a mortgage advisor at a bank/credit union, you know that your biggest bottleneck isn't finding clients—it's the administrative grind. What if you could automate 70% of your workflow, eliminate underwriting, and get the dedicated support you need to focus on what you do best: building relationships and closing deals? How much would you grow your mortgage business? Qualifications - Proven Top Performer: You have originated at least $10M in mortgages in the last 12 months, and have demonstrated the ability to self-generate most or all of your leads. - Experienced Professional: You have a minimum of 2 years of continuous experience as a licensed Submortgage Broker or as a Mortgage Advisor at a bank or credit union. Requirements - Eliminate Underwriting: Our proprietary auto-adjudication engine instantly matches clients with the best lender options. You’ll never need to wait for an underwriter again. - Automate Your Workflow: Our system automates the most time-consuming tasks, including: - Nurturing your client pipeline and identifying new opportunities. - Guiding clients step-by-step through their application. - Integrating Equifax soft credit checks. - Automatically requesting the correct documents from clients. - Handling compliance and FINTRAC reporting. - Dedicated In-House Support: Our professional support team handles client intake, document gathering, and appraisal bookings, acting as a seamless extension of your business. - Keep Your Partners Informed: The platform automatically provides status updates to your referral partners, strengthening your relationships and ensuring transparency. Benefits - Qualified Leads: We invest in your success. Receive a consistent stream of qualified leads throughout your first year, of up to 30% of your annual volume. - Competitive Compensation: Benefit from an attractive commission split with desk and insurance fees waived, maximizing your take-home earnings. Our splits start at 90/10 and increase to 95/5 as you grow. Splits are capped at $12,000. - Industry-Leading Technology: Harness powerful tools that streamline your workflow and make underwriting effortless, so you can focus on closing more deals. - Marketing Support: Access ready-to-use marketing assets, targeted campaigns, and lead-nurture tools designed to help you attract and convert more clients. - Ongoing Training: Benefit from continuous training, best-practice guidance, performance coaching, and 1:1 deal support to help you sharpen your skills and scale your production.

• Primarily Outbound calls with Inbound call opportunities (80/20 Split) • Work with clients to deliver Medicare Health Plans solutions that work with their doctors, hospitals, and medications. • You will work with most major insurance carriers and be able to sell Medicare Advantage, Medicare Supplement, and/or Part D Prescription Drug Plans. • Fulfill all policy requirements • Constantly update job knowledge and learn about new products and services • Attend and participate in team meetings • Be coachable, open-minded, and open to constructive feedback (we want you to grow!)