Floor Broker Job Description Sample

Spread Your Wings

We are the Duck. We inspire and are inspired, listen and respond, empower our people, give back to our community and, most importantly, celebrate every success along the way. We do it all – The Aflac Way.

Aflac, a Fortune 500 company, is an industry leader in voluntary insurance products that pay cash directly to policyholders and one of America's best-known brands. Aflac has been recognized by Fortune magazine as one of the 100 Best Companies to Work For in America for 19 consecutive years, one of the Best Workplaces for Millennials for the past two years and one of America's Most Admired Companies for 16 consecutive years.

Our business is about being there for people in need. So, ask yourself:

Are you the Duck? If so, there's a home — and a flourishing career — for you at Aflac.

The Company

Aflac Group

The Location

FL-E

The Division

Aflac Group/ Broker Sales

The Opportunity

Broker Sales Consultant

Closing Date

Ongoing

Principal Duties & Responsibilities

Partners with the broker sales channel and career sales channel to develop the distribution strategies of broker sales growth; act as the influencer for broker development in the market; maintains communication with both Channels

Ensures that Aflac products are aggressively and competitively positioned through all distribution channels within his/her assigned area(s); assists with the development of strategies and plans to grow the business; develops selling models to optimize sales results

Establishes and builds relationships with key individuals who will market the Aflac portfolio of products to the selected brokers; manages overall relationship alongside the career channel leadership with Aflac associates and brokers

Creates and maintains a business plan within the assigned market operation based on the; drives the pipeline and revenue goals for accounts within scope of responsibility to meet and exceed market broker growth goals

Defines desired market position and long-term goal with each broker though effective development and coaching of the selected field force

Understands broker landscape, case set-up, underwriting and other internal resources to develop overall broker strategy

Professionally manages the broker sales activity of the field force pipeline by strategically monitoring health and tracking top pursuits

Understands the clients' business issues and align Aflac's product development, case set-up, underwriting and other internal resources and services to meet the clients' needs

Professionally manages the sales pipeline by strategically monitoring health and tracking top pursuits

Embraces a culture of collaboration and teamwork and mentors field members on business development and relationship-building; responsible for collaboration on the delivery and training piece to the broker facing field individuals, as well as the career channel partnership; serves as an example and liaison in terms of education, resources, and reporting to support the broker solutions business strategies

Develops and maintains a holistic view of Aflac offerings and competitor and market conditions within the assigned area and identifies account segment opportunities

Participates in broad projects and monitors project plans and execution progress to resolve any variances and provides accurate communication to markets within the sector; assists in accountability strategies for neighboring markets

Compiles statistics, evaluates data, forms conclusions and presents recommendations to leadership in several areas; stays ahead of the curve on technical product-related knowledge and general sales techniques and trends; prepares summaries of important trends for leadership; proactively consults with and influences a variety of constituents based on strategies and actual performance

Performs other duties as required

Education & Experience

Bachelor's degree in business administration or related field and five years successful work related experience or an equivalent combination of education and experience

Regional insurance or sales experience (national sales experience preferred)

Group Workplace Voluntary Benefits (WVB) experience (preferred)

State life and health agent license (willingness to attain required)

Certified Project Management Professional (preferred)

Job Knowledge & Skills

Ability to create and implement strategies that will increase number of active accounts, penetration of existing accounts, and acquisition of new accounts; accomplishment at both the individual, team, region, and preferably national level

Enrollment strategies to include VB, Core Benefits, platform technologies, and employee engagement and education

Excellent presentation, oral, written, and interpersonal communications skills to effectively interact and act as an advisor on professional issues with Aflac's senior management, and internal and external business contacts

Core Organizational Competencies

Action Oriented, Customer Focus, Adaptability, Listening, Ethics and Values, Integrity and Trust

Functional Competencies

Business and Financial Acumen, Creativity, Decision Quality, Drive for Results, Interpersonal Savvy, Organizational Agility, Organizing, Planning, Political Savvy, Problem Solving, Negotiating, Written Communications

The Benefits

Aflac is known for treating our employees exceptionally well. As one of the leaders in the insurance industry, we're able to offer one of the most comprehensive health benefits packages available in corporate America, including free coverage from one of our pioneering insurance products, the Aflac Cancer policy. Our employees also enjoy a host of other benefits, including advancement opportunities, opportunities for continued education and professional development, merit increases and performance bonuses, profit-sharing 401(k), stock purchase plans, and many more.

Spread Your Wings

We are the Duck. We inspire and are inspired, listen and respond, empower our people, give back to our community and, most importantly, celebrate every success along the way. We do it all – The Aflac Way.

Aflac, a Fortune 500 company, is an industry leader in voluntary insurance products that pay cash directly to policyholders and one of America's best-known brands. Aflac has been recognized by Fortune magazine as one of the 100 Best Companies to Work For in America for 19 consecutive years, one of the Best Workplaces for Millennials for the past two years and one of America's Most Admired Companies for 16 consecutive years.

Our business is about being there for people in need. So, ask yourself:

Are you the Duck? If so, there's a home — and a flourishing career — for you at Aflac.

The Company

Aflac Group

The Location

Illinois

The Division

Aflac Group/ Broker Sales

The Opportunity

Broker Sales Consultant

Closing Date

Ongoing

Principal Duties & Responsibilities

Partners with the broker sales channel and career sales channel to develop the distribution strategies of broker sales growth; act as the influencer for broker development in the market; maintains communication with both Channels

Ensures that Aflac products are aggressively and competitively positioned through all distribution channels within his/her assigned area(s); assists with the development of strategies and plans to grow the business; develops selling models to optimize sales results

Establishes and builds relationships with key individuals who will market the Aflac portfolio of products to the selected brokers; manages overall relationship alongside the career channel leadership with Aflac associates and brokers

Creates and maintains a business plan within the assigned market operation based on the; drives the pipeline and revenue goals for accounts within scope of responsibility to meet and exceed market broker growth goals

Defines desired market position and long-term goal with each broker though effective development and coaching of the selected field force

Understands broker landscape, case set-up, underwriting and other internal resources to develop overall broker strategy

Professionally manages the broker sales activity of the field force pipeline by strategically monitoring health and tracking top pursuits

Understands the clients' business issues and align Aflac's product development, case set-up, underwriting and other internal resources and services to meet the clients' needs

Professionally manages the sales pipeline by strategically monitoring health and tracking top pursuits

Embraces a culture of collaboration and teamwork and mentors field members on business development and relationship-building; responsible for collaboration on the delivery and training piece to the broker facing field individuals, as well as the career channel partnership; serves as an example and liaison in terms of education, resources, and reporting to support the broker solutions business strategies

Develops and maintains a holistic view of Aflac offerings and competitor and market conditions within the assigned area and identifies account segment opportunities

Participates in broad projects and monitors project plans and execution progress to resolve any variances and provides accurate communication to markets within the sector; assists in accountability strategies for neighboring markets

Compiles statistics, evaluates data, forms conclusions and presents recommendations to leadership in several areas; stays ahead of the curve on technical product-related knowledge and general sales techniques and trends; prepares summaries of important trends for leadership; proactively consults with and influences a variety of constituents based on strategies and actual performance

Performs other duties as required

Education & Experience

Bachelor's degree in business administration or related field and five years successful work related experience or an equivalent combination of education and experience

Regional insurance or sales experience (national sales experience preferred)

Group Workplace Voluntary Benefits (WVB) experience (preferred)

State life and health agent license (willingness to attain required)

Certified Project Management Professional (preferred)

Job Knowledge & Skills

Ability to create and implement strategies that will increase number of active accounts, penetration of existing accounts, and acquisition of new accounts; accomplishment at both the individual, team, region, and preferably national level

Enrollment strategies to include VB, Core Benefits, platform technologies, and employee engagement and education

Excellent presentation, oral, written, and interpersonal communications skills to effectively interact and act as an advisor on professional issues with Aflac's senior management, and internal and external business contacts

Core Organizational Competencies

Action Oriented, Customer Focus, Adaptability, Listening, Ethics and Values, Integrity and Trust

Functional Competencies

Business and Financial Acumen, Creativity, Decision Quality, Drive for Results, Interpersonal Savvy, Organizational Agility, Organizing, Planning, Political Savvy, Problem Solving, Negotiating, Written Communications

The Benefits

Aflac is known for treating our employees exceptionally well. As one of the leaders in the insurance industry, we're able to offer one of the most comprehensive health benefits packages available in corporate America, including free coverage from one of our pioneering insurance products, the Aflac Cancer policy. Our employees also enjoy a host of other benefits, including advancement opportunities, opportunities for continued education and professional development, merit increases and performance bonuses, profit-sharing 401(k), stock purchase plans, and many more.

Spread Your Wings

We are the Duck. We inspire and are inspired, listen and respond, empower our people, give back to our community and, most importantly, celebrate every success along the way. We do it all – The Aflac Way.

Aflac, a Fortune 500 company, is an industry leader in voluntary insurance products that pay cash directly to policyholders and one of America's best-known brands. Aflac has been recognized by Fortune magazine as one of the 100 Best Companies to Work For in America for 19 consecutive years, one of the Best Workplaces for Millennials for the past two years and one of America's Most Admired Companies for 16 consecutive years.

Our business is about being there for people in need. So, ask yourself:

Are you the Duck? If so, there's a home — and a flourishing career — for you at Aflac.

The Company

Aflac Group

The Location

NJ - N

The Division

Aflac Group/ Broker Sales

The Opportunity

Broker Sales Consultant

Closing Date

Ongoing

Principal Duties & Responsibilities

Partners with the broker sales channel and career sales channel to develop the distribution strategies of broker sales growth; act as the influencer for broker development in the market; maintains communication with both Channels

Ensures that Aflac products are aggressively and competitively positioned through all distribution channels within his/her assigned area(s); assists with the development of strategies and plans to grow the business; develops selling models to optimize sales results

Establishes and builds relationships with key individuals who will market the Aflac portfolio of products to the selected brokers; manages overall relationship alongside the career channel leadership with Aflac associates and brokers

Creates and maintains a business plan within the assigned market operation based on the; drives the pipeline and revenue goals for accounts within scope of responsibility to meet and exceed market broker growth goals

Defines desired market position and long-term goal with each broker though effective development and coaching of the selected field force

Understands broker landscape, case set-up, underwriting and other internal resources to develop overall broker strategy

Professionally manages the broker sales activity of the field force pipeline by strategically monitoring health and tracking top pursuits

Understands the clients' business issues and align Aflac's product development, case set-up, underwriting and other internal resources and services to meet the clients' needs

Professionally manages the sales pipeline by strategically monitoring health and tracking top pursuits

Embraces a culture of collaboration and teamwork and mentors field members on business development and relationship-building; responsible for collaboration on the delivery and training piece to the broker facing field individuals, as well as the career channel partnership; serves as an example and liaison in terms of education, resources, and reporting to support the broker solutions business strategies

Develops and maintains a holistic view of Aflac offerings and competitor and market conditions within the assigned area and identifies account segment opportunities

Participates in broad projects and monitors project plans and execution progress to resolve any variances and provides accurate communication to markets within the sector; assists in accountability strategies for neighboring markets

Compiles statistics, evaluates data, forms conclusions and presents recommendations to leadership in several areas; stays ahead of the curve on technical product-related knowledge and general sales techniques and trends; prepares summaries of important trends for leadership; proactively consults with and influences a variety of constituents based on strategies and actual performance

Performs other duties as required

Education & Experience

Bachelor's degree in business administration or related field and five years successful work related experience or an equivalent combination of education and experience

Regional insurance or sales experience (national sales experience preferred)

Group Workplace Voluntary Benefits (WVB) experience (preferred)

State life and health agent license (willingness to attain required)

Certified Project Management Professional (preferred)

Job Knowledge & Skills

Ability to create and implement strategies that will increase number of active accounts, penetration of existing accounts, and acquisition of new accounts; accomplishment at both the individual, team, region, and preferably national level

Enrollment strategies to include VB, Core Benefits, platform technologies, and employee engagement and education

Excellent presentation, oral, written, and interpersonal communications skills to effectively interact and act as an advisor on professional issues with Aflac's senior management, and internal and external business contacts

Core Organizational Competencies

Action Oriented, Customer Focus, Adaptability, Listening, Ethics and Values, Integrity and Trust

Functional Competencies

Business and Financial Acumen, Creativity, Decision Quality, Drive for Results, Interpersonal Savvy, Organizational Agility, Organizing, Planning, Political Savvy, Problem Solving, Negotiating, Written Communications

The Benefits

Aflac is known for treating our employees exceptionally well. As one of the leaders in the insurance industry, we're able to offer one of the most comprehensive health benefits packages available in corporate America, including free coverage from one of our pioneering insurance products, the Aflac Cancer policy. Our employees also enjoy a host of other benefits, including advancement opportunities, opportunities for continued education and professional development, merit increases and performance bonuses, profit-sharing 401(k), stock purchase plans, and many more.

• 7 years minimum experience working as a developer with high level of proficiency in WebSphere Message Broker (WMB) / IBM integration Bus (IIB)
• Experienced in developing application using MQ
• Experienced in developing application using DB2, ESQL, Java

• In this critical role, the successful candidate will demonstrate a track record of accomplishments in the following areas:
• EAI & SOA Standards and Practices
• Participate and contribute to the definition of an enterprise integration strategy for client, including definition of standards, guidelines and best practices for application-to-application and business-to-business integrations.
• Provide oversight in standards adherence through reviews of project work.
• Function as steward of our migration toward client’s approved architectural directions, ensuring that project teams understand and utilize concepts of reuse and services.
• Maintain awareness of industry trends and best-practices within the enterprise integration and SOA environments in order to introduce innovation and ensure cost-effectiveness of client’s standards and strategies.
• Recommend changes to EAI and SOA strategies to improve the value of integration and SOA to client.
• Actively collaborate with and align to integration, information, and security & infrastructure strategies.
• Solution Design and Architecture
• Authors high level integration designs from functional requirements that adhere to the integration standards and patterns.
• Authors sizing and detailed estimates for all integration project requests. Participates in the creation of Total Cost of Ownership (TCO) models for large and complex projects. Maintains estimate artifacts for the solution designs throughout the project lifecycle.
• Ensure the alignment of architectural designs of the organization and its information systems with the organizations business objectives.
• Influence and guide external Service Providers and internal staff in implementation of the strategy, providing guidance and review of Service Provider’s architecture plans and designs to ensure methodology, best practices and standards are followed and to ensure overall quality of the integration solution.
• Foster collaboration in discussing and vetting out viable enterprise solutions based on multiple technology solutions.
• Work with delivery teams that are building out or enhancing applications that will make use of our integration architecture, to provide mentorship, collaborate on the use of tools and methodology, and to share expertise.

• In this critical role, the successful candidate will demonstrate a track record of accomplishments in the following areas:
• EAI & SOA Standards and Practices
• Participate and contribute to the definition of an enterprise integration strategy for client, including definition of standards, guidelines and best practices for application-to-application and business-to-business integrations.
• Provide oversight in standards adherence through reviews of project work.
• Function as steward of our migration toward client’s approved architectural directions, ensuring that project teams understand and utilize concepts of reuse and services.
• Maintain awareness of industry trends and best-practices within the enterprise integration and SOA environments in order to introduce innovation and ensure cost-effectiveness of client’s standards and strategies.
• Recommend changes to EAI and SOA strategies to improve the value of integration and SOA to client.
• Actively collaborate with and align to integration, information, and security & infrastructure strategies.
• Solution Design and Architecture
• Authors high level integration designs from functional requirements that adhere to the integration standards and patterns.
• Authors sizing and detailed estimates for all integration project requests. Participates in the creation of Total Cost of Ownership (TCO) models for large and complex projects. Maintains estimate artifacts for the solution designs throughout the project lifecycle.
• Ensure the alignment of architectural designs of the organization and its information systems with the organizations business objectives.
• Influence and guide external Service Providers and internal staff in implementation of the strategy, providing guidance and review of Service Provider’s architecture plans and designs to ensure methodology, best practices and standards are followed and to ensure overall quality of the integration solution.
• Foster collaboration in discussing and vetting out viable enterprise solutions based on multiple technology solutions.
• Work with delivery teams that are building out or enhancing applications that will make use of our integration architecture, to provide mentorship, collaborate on the use of tools and methodology, and to share expertise.

• Creates and files customs entries
• Processes and tracks cargo
• Processes freight charge
• Communicates with vendors, government agencies, customers
• Classifies tariffs
• Provides customer service

• Competitive salary
• Health Insurance
• Life insurance
• Dental insurance
• 401k matching
• Paid vacation
• Paid parental leave
• Team environment

• Licensed Custom Broker
• 4+ years of entry writing experience
• Strong understanding of US Customs tariff
• A general knowledge of Import Regulation
• Detail orientation to maintain proper documentation
• Strong Customer Service Skills
• Experience with FDA, USDA, Prior Notice and ISF filings desirable
• 4-year degree preferred, but not required
• Skills in auditing international documentation to ensure compliance of governmental rules and regulations

Company: Oak Street Health

Title: Medicare Broker Manager

Location: Philadelphia, PA

Oak Street Health is a rapidly growing company of primary care centers for adults on Medicare in medically-underserved communities where there is little to no quality healthcare. Oak Street's care is based on an entirely new model that is based on value for its patients, not on volume of services. The company is accountable for its patients' health, spending more than twice as long with its patients and taking on the risks and costs of their care. For more information, visithttp://www.oakstreethealth.com.

Responsibilities

This team member is responsible for leading growth of managed care patient panels for all primary care centers in the region.

Specific responsibilities fall into four areas and are defined below:

• Insurance Advisor Relationship Management

• Own 3-5 key Insurance Advisor relationships for the region and drive referrals from those partnerships.

• Lead monthly operations reviews with each of the 4 clinics focused on improving IA relationships and engagement.

• Manage staffing schedules and call lists for insurance advisors staffing our clinics, working closely with central resources and each of the clinic teams.

• Train PRMs and Outreach Team members on how to engage in these relationships and hold them accountable for progress and for tracking.

• Reinforce and train on compliance.

• Community Relationship Management

• Establish and nurture relationships with key hospitals and community influencers who have relationships with individuals on Medicare.

• Schedule regular meetings with community partners as well as networking to identify new partnerships.

• Lead internal Managed Care Operations

• This team member is a floating regional resource dedicated to coaching our Patient Relations Managers on eligibility and enrollments.

• Manages our Senior Patient Relations Manager.

• Create tools to support our Patient Relations Managers and support the Sr. PRM and Practice Managers in training these team members.

• Other Tasks as Needed

• Be a leader of our regional outreach teams in other capacities as needed, for example, training, CRM optimization, and special projects.

What we are looking for

• A problem-solving orientation and a flexible and positive attitude

• Outstanding networking and relationship management skills

• Strong communication and public speaking skills

• Proven history of developing partners and/or relationships leading to business growth

• Must be comfortable with cold calling and prospecting

• Incredible level of organization, reliability and independence

• Microsoft Office (Excel) and CRM familiarity

• Experience working on a multidisciplinary team preferred

• Local knowledge and relationships preferred, but not required

• Experience working with Medicare preferred, but not required

• Bachelor degree required

• Reliable access to a vehicle daily

• US work authorization

• Someone who embodies being "Oaky". What it means to be OAKY:

• Creating an unmatched patient experience

• Driving clinical excellence

• Taking ownership and driving for results

• Being scrappy

• Radiating positive energy

• Assuming good intentions

Why Oak Street?

Oak Street Health offers our coworkers advantages that can't be found in other clinical workplaces, including:

• Generous benefits, including paid vacation, health and dental benefits

• Brand new, beautiful working environment

• Supportive and fun culture

• High levels of responsibility and rapid advancement

Why does Oak Street Health offer all of these benefits? Because we know what it takes to deliver the highest level of care, and our team deserves the best resources to succeed and enjoy their work. In return, we expect the best out of co-workers.

Oak Street Health is an equal opportunity employer. We embrace diversity and encourage all interested readers to apply.