Broker Support Specialist
Fidelis
Westminster, CO
About Fidelis
Fidelis Consultants, an Integrity company, 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 70,000 individuals they serve. For more information, visit www.fidelisins.com.
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 subject-matter 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:
At least 1 year of Medicare, Health, or Life Insurance sales or support experience
Current Life & Health Insurance Producer License (or ability to obtain within 30 days of employment)
Sales certification preferred
Bilingual (Spanish) highly preferred
Driver’s 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 problem-solving
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
Why Work Here
Working at Fidelis flat-out rocks. Why? Because we put people first — and we want you to thrive in a career that you love. We’re proud of our working environment and culture, where we reward your hard work and support your strong values.
Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready. Are you ready? As an Integrity company, we start with competitive compensation and just get better from there.
We love celebrating all your hard work with fun and swag — and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.
At Integrity, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:
Generous PTO and holiday schedule, with extra time off for community service and your birthday
Multiple health insurance plans to choose from
401(k) with immediately vested employer matching
Integrity-paid HSA contributions for eligible health plans
Employee ownership program, which grants meaningful ownership in Integrity’s ongoing success
Workplace perks galore: standing desks, team lunches, free snacks and drinks
About Integrity
Integrity is one of the nation’s 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 family-like 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 you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth 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. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
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.