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Experior Financial Group

Broker Support Manager

Posted 3 weeks ago
Full-time

Job Description

Broker Support Manager


Experior is looking for an experienced and people-focused Broker Support Manager to lead and support our Broker Support team while partnering closely with internal departments. This role is critical to ensure smooth back-office operations, clear and accurate communication, and a consistently high level of service for our agents and stakeholders across the organization.

 

The Broker Support Manager plays a key leadership role in supporting the Broker Support team and internal departments by ensuring smooth administrative operations, accurate communication, and a high level of service across the organization.



Responsibilities:


  • Support the team in administering back-office processes including:
    • Agent profile setup and maintenance
    • Terminations and account holds
    • Mailing list management and onboarding communications
  • Support the team in setting up and managing agent payment structures in accordance with the Agent Agreement (AOA), ensuring understanding and compliance with compensation rules
  • Ensure the team responds to inquiries from agents and internal stakeholders (via Salesforce, email, phone, and tickets) within 48 hours, maintaining professionalism and clarity
  • Support and guide the team in managing and communicating chargeback-related debt collections with agents, ensuring accuracy, transparency, and strong communication
  • Ensure the team develops a strong understanding of internal terminology, systems, and processes to effectively support agents
  • Coach, develop, and support team members to improve performance, build skills, and maintain accountability to department standards
  • Foster a positive, professional environment within the team and ensure strong relationships with agents and head office staff
  • Support and oversee the use and continuous improvement of systems including:
    • Back Office Platform
    • CRM (Salesforce)
    • EFA (Expert Financial Analysis)
  • Identify opportunities to improve processes, systems, and efficiencies, and provide recommendations
  • Ensure training materials are maintained and updated to reflect process changes and newly acquired knowledge
  • Work cross-functionally with all departments to ensure seamless agent experience
  • Support the team in assisting with agent website setup and related onboarding tasks as proficiency develops
  • Monitor team capacity and allocate resources effectively, ensuring productivity and support across departments
  • Perform additional duties as assigned as the role evolves



Qualifications:


  • 2–3 years of experience in a leadership or management role required
  • Experience with an IMO or insurance carrier is considered an asset
  • Demonstrated ability to lead, coach, and develop high-performing teams
  • Strong verbal and written communication skills, with the ability to engage professionally with both internal and external stakeholders
  • Flexible and adaptable, with a willingness to take on evolving responsibilities and support other departments as needed
  • Committed to ensuring compliance with all company policies, procedures, and guidelines
  • Strong organizational and time-management skills, with the ability to effectively prioritize and manage multiple tasks
  • Highly analytical with strong problem-solving abilities to identify and resolve issues efficiently
  • Must reside and be authorized to work in the USA
  • Bilingual in Spanish is a significant asset; willingness to learn Spanish is also considered a strong advantage.

 

What Experior Financial Group Inc. can offer you:

 

  • Work-life balance with paid vacation and sick days
  • Competitive compensation
  • Comprehensive medical, dental, and vision benefits
  • Flexible work options
  • Career growth and development opportunities
  • Diverse team environment
  • Straight day shifts with no weekends
  • Company events and celebrations
  • Tuition reimbursement
  • Company-provided equipment

 

Pay Range - $70,000 - $80,000/yr USD

The compensation range reflects a data-driven estimate of starting base pay for full-time (40 hours per week) employment. Individual pay may vary based on geographic location, job related skills, knowledge, experience, education etc.

 

Experior Financial Group Inc. has been certified a Great Place to Work 2025-2026!

 

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Broker Support Manager at Experior Financial Group | Renata