Broker & Group Representative

Minneapolis Office
500 Washington Ave S
Suite 2060
Minneapolis, MN 55415, USA

Delta 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.

The 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 Delta Vision, 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.

• Manage outbound and inbound phone and email queues during scheduled business hours, providing service and support to our brokers and small group administrators.
• Timely and accurate new group implementation
• Servicing existing business accounts
• Updating and maintaining profile data
• Performing renewal outreach to brokers
• Vision Cross Sales to existing groups

• Drive sales, enrollment, and retention through outbound and inbound interactions with brokers, and small groups
• Perform proactive broker renewal and outreach to ensure continuous engagement and retention
• Promote vision cross-sales opportunities alongside dental offerings
• Encourage and educate brokers to utilize the Delta Dental Broker Rate Calculator (BRC) to generate their own quotes
• Communicate with brokers and small groups regarding plan changes and proposed rates to retain business
• Provide accurate and timely implementations to meet client expectations
• Achieve first call resolution by effectively addressing client inquiries and issues
• Manage the team email inbox, responding promptly to client and broker needs
• Maintain availability in the call queue during business hours to handle incoming calls
• Establish and maintain relationships with brokers and group administrators

• Collaborate with internal teams to ensure accurate processing of implementation, renewals and management of small group accounts
• Proactively communicate with brokers and clients to build and maintain strong relationships
• Facilitate 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 trends

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.

• Represent Delta Dental and its small group products with professionalism, energy, ethics and quality
• Demonstrate consultative skills with strong customer service orientation
• Strong organizational skills and ability to multi-task, with an attention to detail
• Ability to actively listen and understand information to answer questions and recommend the appropriate product
• Strong analytical and problem solving skills
• Results driven and independent self-starter
• Ability to work in a team environment
• The ability to effectively plan, organize and manage time
• Ability to make logical decision's independently
• Ability to prioritize tasks and follow-through on commitments in timely fashion
• Basic math skills required to generate quotes using the Broker Rate Calculator
• Adherence to scheduled start, break, lunch and stop times
• Maintain acceptable levels of performance with regard to productivity, quality, reliability and other performance metrics as established by Delta Dental
• P…