Broker Support Specialist

About Fidelis

Fidelis Consultants is a leading insurance brokerage based out of Gilbert Arizona that specializes in Medicare individual health and ancillary products. Founded in 2013 Fidelis Consultants has quickly expanded throughout the Southwest and beyond due in large part to their exceptional agent and client model. To the clients they serve Fidelis Consultants embodies all the qualities of their name faithful loyal true in their commitment to deliver superior service customer support professional advice care and compassion. They recognize and embrace the important role of a trusted advisor in the lives of the 70000 individuals they serve. For more information visit www.fidelisins.

Job Summary

As the Broker Support Specialist every task you do will support the independent brokers who sell the products and services within Fidelis portfolio. As we specialize in Medicare we are looking for someone with significant field and/or call center experience who is now or is willing to become a subjectmatter expert on all things Medicare & Health Insurance especially in the region we cover (West Coast). We would also train the right candidate if they have a strong background in other products we support (Medicare Individual Health Life Ancillary Benefits Final Expense etc..

You will be part of the team the agents turn to for advice and recommendations as they build their businesses. You may be asked to assist in event planning for Lead Days AEP Rollout Agent Appreciation and other events. In addition to supporting agents already working with Fidelis you will continue our growth in the marketplace by helping other agents and agencies tap into the Fidelis support and resources we make available to all of those working with us. We have a proprietary training system that you will assist with and we also provide field training and support. You will need to be a fully licensed and contracted agent under Fidelis to successfully perform your new role as Broker Support Specialist.

Primary Responsibilities:

• Provide answers/support for Fidelis Agents & Downline Agencies

• Facilitate agent onboarding and training

• Build professional relationships with brokers and carrier reps

• Drive broker production with data and coaching insights

• Assist brokers with marketing and sales supply needs

• Assist during agent events and activities

• Ensure sales kits and supplies are fully stocked

• Adhere to and share best compliance practices

• Stay up to date with Medicare information products laws and trends

• Assist the Sales Director & Fidelis Team as needed

• Positively represent Fidelis Consultants

Primary Skills & Requirements:

• Minimum 2 years of Medicare Health or Life Insurance sales or support experience

• Must have current Life & Health Insurance Producer License

• Must be able to work in office fulltime Mon Friday.

• Must be Bilingual (Spanish)

• Drivers License

• Eligible to work in the US

• Candidates may be subject to a full background check including drug/alcohol testing.

• Sales or Customer Service experience

• Broker Support experience

• Critical thinking and problemsolving

• Ability & willingness to learn quickly; Teachability

• Time management able to meet deadlines

• Prioritization & organizational skills

• Ability to work independently with little supervision

• Dedication to assigned tasks and teamwork

• Strong communication / Interpersonal skills

• Familiarity with basic technology & computer skills

• Sales certification preferred

About Integrity

Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit Integrity.

Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.