Support Sales force and manage onboarding of agents, providing customer service and reconciling reports. Ensures compliance and develops administrative processes for efficiency.
Responsibilities
Provide support to Sales force and department including generating and reconciling reports, onboarding agents
Manage and/or monitor the onboarding process of agents including resolving contracts with partner carriers
Provide customer service to agents by responding to questions, providing information, resolving issues
Develops, reconciles, compiles, and distributes reports including consolidating multiple partner carrier reports
Responsible for reviewing and identifying carrier communications and communicating with distribution(s)
Ensures compliance and documentation is accurate by reviewing and assessing gaps
Manage quality assurance process including pulling, listening, and scoring calls based on defined criteria
Continually monitors the status of submitted applications to ensure efficient processing
Plans, coordinates, and executes administrative projects to support the business
Requirements
High school diploma or equivalent
3+ years' experience in customer service, sales/sales support or related field OR Bachelor's degree in business or related field
Experience working with MS Office products of Excel, Word and PowerPoint
Sales support, customer service, and/or insurance industry experience or knowledge, a plus.
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