Support Agent managing customer support queries for cloud - based accounting software. Working closely with users to resolve issues and improve the customer experience in a hybrid work environment.
AI
Hybrid Associate Life Agency Support Specialist
Posted 5 months ago
About the role
- Associate Life Agency Support Specialist managing Life sales expertise for agents in various distribution channels. Creating action plans for growth and profitability with conservation efforts.
Responsibilities
- provide agents with Life sales expertise focused on various distribution channels
- create action plans that support growth and profitability
- conserve existing life insurance policies through proactive and reactive conservation efforts
- guide agents on systems, products, sales process and procedures
- assist agents in resolving issues and questions related to product issuance, underwriting, procedures
- provide product information, customer planning, life technical support and sales consulting assistance
- assist in resolving issues related to product issuance, procedures or other matters requiring a high level of technical expertise
- review existing coverage and advise customers regarding policy options
- initiate and maintain positive relationships with the applicable distribution channel
- assist management and staff with implementing and/or revising processes and practices
Requirements
- demonstrated experience providing customer-driven solutions, support or service
- demonstrated experience in a sales environment
- solid knowledge and understanding of insurance industry
- demonstrated experience with PC software applications
- solid knowledge and understanding of Life Insurance products
- life insurance producer licenses for all operating and/or service states must be obtained within 60 days of hire
- Chartered Life Underwriter Designation (CLU) must be obtained within a year of accepting this position
Benefits
- comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health
- competitive 401(k) contribution
- pension plan
- annual incentive
- 9 paid holidays
- paid time off program (23 days accrued annually for full-time employees)
- student loan repayment program
- paid-family leave
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