Agency Cross-Sell and Brokerage Specialist

Partner with Agents to Drive Growth and Navigate Brokerage Opportunities

Salary Range: $4,000.00 - $6,000.00 per year

Benefits

Monthly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

We’re looking for a professional who is:

Experienced: Proven background in insurance sales, underwriting, or brokerage business operations.

Knowledgeable: Strong understanding of underwriting processes and carrier requirements (experience with Kraftlake is a plus).

A Trainer: Skilled at delivering impactful training and mentorship to help agents succeed.

Organized: Able to manage multiple agents and carrier relationships effectively.

Strategic: Capable of designing and implementing growth strategies for agents.

A Problem-Solver: Adept at resolving underwriting and carrier-related challenges.

As an Agency Cross-Sell and Brokerage Specialist, you’ll play a critical role in helping agents maximize their sales opportunities and enhance their brokerage expertise by:

Cross-Selling Support: Work with agents to identify and capitalize on cross-selling opportunities across personal, commercial, and specialty lines.

Brokerage Expertise: Provide training and guidance on navigating Kraftlake’s brokerage platform, ensuring agents understand underwriting requirements for over 100 carriers.

Carrier Relationships: Serve as a liaison between agents and carriers, facilitating smooth communication and resolving underwriting questions.

Training & Development: Offer in-depth training sessions to agents on underwriting processes, product offerings, and cross-selling strategies.

Growth Strategy: Partner with agents to develop personalized strategies to grow their brokerage business and improve client retention.

Market Insights: Stay updated on market trends and carrier offerings to provide agents with timely recommendations and insights.

A third generation Farmers agent specializing in Home, Auto, Life and Business insurance in Dallas, Texas