Manage the lifecycle of agent relationships for a top U.S. insurance provider. Focus on onboarding, compliance, and exceptional service for independent agents in a collaborative environment.
Responsibilities
Process requests of varying complexity related to agent contracts, commission schedules, licenses, appointments, product authority, system access, and terminations.
Prioritize work items from queues based on service level agreements.
Ensure compliance with internal procedures and regulatory standards.
Communicate effectively with stakeholders to gather missing information and resolve issues.
Update internal systems to reflect work activity and customer interactions.
Support large account and network requests, including direct contact and meetings with accounts.
Recommend and help implement process and system improvements to enhance efficiency and customer experience.
Identify and report system defects; support testing of transactions as assigned.
Handle inbound calls and provide high-quality service across channels.
Meet department standards for service quality, volume, and efficiency.
Requirements
2–3 years of service-related experience.
Strong customer service and problem-solving skills (4–6 years).
Excellent verbal and written communication skills (4–6 years).
Self-motivated and detail-oriented.
Proficiency in:
Power BI (entry level)
Excel (entry level)
Microsoft Office Suite (entry level)
ACE system (entry level)
Ability to work independently and collaboratively in a fast-paced environment.
Commitment to continuous improvement and learning.
Benefits
Competitive salary and performance-based bonuses
Comprehensive benefits package
Career development and training opportunities
Flexible work arrangements (remote and/or office-based)
Dynamic and inclusive work culture within a globally renowned group
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