Floor Broker jobs in Philadelphia, PA

Job Description:

This rotational sales internship position is designed to provide a wholistic training approach to the sales channel, with a focus on customer-facing interaction, the annual sales lifecycle, middle and back-office integration, and functionality, to provide expert guidance and a consultative approach to Independence customers and external business partners. 

In addition, the intern will cross-train on various broker partnerships, analyzing and interpreting data, designed to manage various communication and supplemental plans that coincide with Annual Operating Plan.

Rotation #1 - Broker Experience

• Analyze and interpret data efficiently and in a cross-functional capacity to manage client and broker data hierarchy.
• Develop reporting and analytical tools specific to the broker distribution channel with a primary focus on annual new business forecasting, retention, and ancillary sale opportunities.
• Operationalize multiple projects; and build a more robust User Interface for external partners.
• Work with sales executives to ensure that business needs are clearly defined and achieved by using a team-oriented approach to process implementation and internal communication strategies.
• Act as a liaison for Sales and Marketing on various organizational projects to ensure that the go-to market strategy and communication plan is coordinated between internal business units.
• Learn to forecast the annual performance of the distribution channel to be more aligned with organizational Annual Operating Plan.
• Collaborate with Product Development Managers to identify opportunities for business diversification.

Rotation #2 - Sales Segment 1 & Sales Segment 2

• Collaborate with General/Producing Agencies within the distribution channel to deliver quality service solutions and ongoing account management for existing book of business and new prospective customers.
• Promote and create a more robust client/agency support model by opening lines of communication, demonstrating accountability, and follow through to resolution to all service inquiries.
• Evaluate sale opportunities based on business type and size; and create marketing plans consistent with organizational growth objectives and to deliver on the core value proposition.