Broker & Small Group Representative

OverviewDelta Dental of Minnesota is proud to be the largest regional provider of dental benefits, serving over 7,000 Minnesota and North Dakota-based purchasing groups and 4.5 million members nationwide. We aim to provide a work environment that engages each individual while encouraging growth and professional development. We are proud to be named a Top Workplace employer for several years and take pride in our team members for building this reputation.GENERAL SUMMARYThe Broker & Small Group Representative is responsible for implementing new small group business, the retention of existing business and providing ongoing service and support through direct interactions with brokers and small group administrators across Minnesota, North Dakota, and Nebraska. The role involves promoting a clear understanding of Delta Dental's value proposition, small group products, the cross-sale of DeltaVision, our digital tools, and consistently delivering our best-in-class service and support.This position will be with Stratacor, an affiliate of Delta Dental of Minnesota.ESSENTIAL FUNCTIONSSmall Group Sales and Service and SupportManage outbound and inbound phone and email queues during scheduled business hours, providing service and support to our brokers and small group administrators.Responsibilities included:Timely and accurate new group implementationServicing existing business accountsUpdating and maintaining profile dataPerforming renewal outreach to brokersVision Cross Sales to existing groupsSales and RetentionDrive sales, enrollment, and retention through outbound and inbound interactions with brokers, and small groupsPerform proactive broker renewal and outreach to ensure continuous engagement and retentionPromote vision cross-sales opportunities alongside dental offeringsEncourage and educate brokers to utilize the Delta Dental Broker Rate Calculator (BRC) to generate their own quotesCommunicate with brokers and small groups regarding plan changes and proposed rates to retain businessProvide accurate and timely implementations to meet client expectationsAchieve first call resolution by effectively addressing client inquiries and issuesManage the team email inbox, responding promptly to client and broker needsMaintain availability in the call queue during business hours to handle incoming callsEstablish and maintain relationships with brokers and group administratorsCollaboration and CommunicationCollaborate with internal teams to ensure accurate processing of implementation, renewals and management of small group accountsProactively communicate with brokers and clients to build and maintain strong relationshipsFacilitate the cancellation process by contacting brokers or groups to understand reasons for cancellation, obtain competitor information, and update the marketing database (Salesforce) to analyze business trendsNote: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the team member. Duties, responsibilities, and activities may change or be assigned at any time without notice.KNOWLEDGE, SKILLS AND ABILITIESRequired:Represent Delta Dental and its small group products with professionalism, energy, ethics and qualityDemonstrate consultative skills with strong customer service orientationStrong organizational skills and ability to multi-task, with an attention to detailAbility to actively listen and understand information to answer questions and recommend the appropriate productStrong analytical and problem solving skillsResults driven and independent self-starterAbility to work in a team environmentThe ability to effectively plan, organize and manage timeAbility to make logical decision's independentlyAbility to prioritize tasks and follow-through on commitments in timely fashionBasic math skills required to generate quotes using the Broker Rate CalculatorAdherence to scheduled start, break, lunch and stop timesMaintain acceptable levels of performance with regard to productivity, quality, reliability and other performance metrics as established by Delta DentalProficient in Microsoft Office programs (e.g., Word, Excel, PowerPoint)EDUCATION AND EXPERIENCERequired:Bachelor's degree and/or equivalent work experienceMinimum of three (3) years of healthcare and/or insurance industry experienceA Minnesota Health and Life Insurance license; or willing to obtain within first 90 daysPreferred:Inbound/outbound contact center experienceSalesforce or other CRM software experienceWORK ENVIRONMENT/PHYSICAL DEMANDSTravel Requirements: 20% within greater Twin Cities metro areaWeight Lifting Requirements: 25 lbs.Sedentary Work: Prolonged periods of time sitting at a workstation while answering telephone calls and navigating a computerWork Location: Onsite, hybrid, and remote work options may be consideredRELATIONSHIPSReports to: Associate Vice President of SalesDirectly Manages: NAInternal Relationships: Sales, Underwriting, Account Management, Finance, Operations, and Network ManagementExternal Relationships: Agents, brokers and small group customersBENEFITS AND COMPENSATIONBenefits for this position include medical, dental, vision, and life insurance; disability coverage; flexible spending plans; a 401(k) plan; Paid Time Off (PTO); and Holidays and days of remembrance. Visit for more information.The starting salary range for this position is $23.00 to $29.00 per hour. Salary offers will typically be made in the listed range. The Company takes into consideration a candidate's education, training, and experience, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value, including merit process and internal pay alignment when determining the salary of potential new team members. In compliance with state and federal regulations, a potential new team member's salary history will not be used in compensation decisions.EQUAL EMPLOYMENT OPPORTUNITY (EEO) STATEMENTEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or, in any other manner, discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of another employee or applicants to an individual who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. CFR 60-1/35(c)Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

Created: 2025-09-22