Title: Broker Select Support Coordinator
Job Description:
Position: Broker Select Support Coordinator
Location: Hunt Valley, MD
Job Id: 5406
Job Summary:
The Broker Select Support Coordinator plays a key role in assisting the sales & account management team by managing administrative tasks, ensuring seamless communication with internal parties, and providing essential support to achieve sales goals. This role requires strong organizational skills, attention to detail, and the ability to thrive in a fast-paced environment.
Pursuant to Maryland regulation, the compensation range for this position is $50,000 - $60,000 annually.
Key Responsibilities:
Administrative Support: Prepare sales documents such as quotes, proposals, contracts, and presentations.
Case (Sale) Processing: Assist in managing group insurance case submissions, tracking underwriting and installation progress, and ensuring timely delivery.
CRM Management: Maintain accurate customer and sales data in the CRM system.
Departmental Coordination: Collaborate with internal teams (marketing, renewals, account installation, finance) to ensure smooth execution of sales & account management activities.
Reporting: Generate and analyze sales performance reports for management and the sales team.
Follow-up: Assist in follow-up communication with internal departments to ensure delivery and strengthen relationships.
This list is not intended to be an all-inclusive representation of the responsibilities of this position, but instead, is intended to present a summary of its major functions. Specific assignments may be changed at the discretion of management.
Qualifications and Skills:
Proven experience in sales support, customer service, or a related field.
Proficiency in CRM software and Microsoft Office Suite (Word, Excel, PowerPoint).
Strong organizational and multitasking abilities.
Excellent verbal and written communication skills.
Ability to work independently and as part of a team.
Detail-oriented with a focus on accuracy.
Problem-solving mindset and ability to handle client concerns professionally.
Preferred Qualifications:
Industry experience in Insurance, Finance, Mortgage Underwriting, or Commercial Banking support role.
Experience in industry-specific software or tools (e.g., Monday.com, Benefix, Ease, Employee Navigator)
Bachelor’s degree in Business Administration, Marketing, or a related field.
Familiarity with sales processes and terminology.
Judgment and Decision-Making Authority
Prioritize work based on established procedures and deadlines, directed by Management.
Supervision Required
Daily coordination with Management.
Machines, Tools & Equipment Operated
Proficient PC user with strong computer skills, fax machine/scanner, telephone, copier, and calculator.
Working Conditions
Work is performed in a normal office environment where there is little or no exposure to extreme temperatures, noise, fumes, dust, and the like.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to handle or feel; reach with hands and arms; stoop, kneel or crouch; talk and hear. The employee is occasionally required to climb or balance. The employee must regularly lift and/or move up to 10 pounds and occasionally lifts and/or moves up to 25 pounds. Specific vision abilities required by this job include close vision and distance vision.
Hours of Work
Standard 40-hour workweek and as needed to meet departmental objectives. After the training period has been met, this position is eligible for a hybrid work scenario, with the ability to work from home up to two (2) days a week.
This position description does not constitute a contract of employment with Amwins Connect Administrators, Inc. It should be expected that the position described herein might include additional duties and requirements that are not described in this document.
