What are the responsibilities and job description for the Entry-Level Internal Life Insurance Brokerage Representative position at TBA (Tennessee Brokerage Agency)?
We are seeking a motivated and detail-oriented Entry-Level Internal Life Insurance Brokerage Representative to join our dynamic team. In this role, you will be responsible for basic case design, generating quotes, and performing data entry tasks to support the brokerage’s leadership and sales team. This position offers an excellent opportunity for growth, with the potential to advance to an Outside Brokerage Representative position as you gain experience and industry knowledge.
Responsibilities
Case Design & Quote Generation:
- Assist in designing life insurance cases for the sales team and advisors.
- Generate accurate and timely life insurance quotes using internal tools and databases.
- Collaborate with senior representatives to ensure all quotes are aligned with advisor objectives.
Data Entry & Maintenance:
- Ensure all client information, policies, and quotes are up-to-date and properly documented.
- Perform routine administrative tasks, including filing, data verification, and report generation.
Client & Partner Support:
- Provide basic support to brokers and clients by answering questions and providing policy-related information.
- Assist in preparing proposals, illustrations, and other client-facing documents.
Team Collaboration:
- Work closely with senior brokers, case managers, and other internal teams to ensure smooth operations.
- Participate in internal meetings and training sessions to develop knowledge of insurance products, sales processes, and industry regulations.
Opportunity for Advancement:
- Demonstrate an eagerness to learn and take on more complex responsibilities, with the potential to transition into an Outside Brokerage Representative role.
- Gain hands-on experience and mentorship to prepare for advisor-facing interactions, sales, and territory management.
Qualifications
- Education: Bachelor’s Degree
- Experience: No prior insurance experience is required, but any administrative or customer service experience is a plus.
- Skills:
- Strong attention to detail and organizational skills.
- Ability to manage multiple tasks and prioritize effectively.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
- Excellent communication skills, both written and verbal.
- Willingness to learn about life insurance products.
Compensation & Benefits
- Competitive salary with opportunities for performance-based incentives.
- Comprehensive benefits package including health, dental, and vision insurance.
- Paid time off (PTO) and holidays.
- Professional development opportunities and training.
- Mentorship program with the senior sales team for career growth.
This is a fantastic opportunity for someone looking to start their career in the life insurance brokerage field and grow with a reputable organization.
