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Integrity · 5 months ago

Agent Support Specialist

St Albans, WV

Full-time

Onsite

New Grad, Entry Level

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products, focused on supporting agents and clients. The Agent Support Specialist role involves providing high-level support to Executive, Key, and Core Accounts, coordinating communication between accounts and internal departments, and assisting with their growth plans.

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Responsibilities

Acts as a liaison between internal departments, providing a central point of contact for Executive, Key, and Core Accounts

Oversees the transfer and onboarding process for our Executive, Key, and Core Accounts; coordinates with Contracting and Broker Support Teams on requesting contracting be sent, status checks, etc. and provides overviews to applicable parties

Collaborates and communicates effectively with agents, internal employees and departments, and carriers

Conducts proactive outreach calls to Executive, Key, and Core Accounts as well as agents and agencies on Target Lists as directed

Documents all correspondence thoroughly

Works to resolve escalated issues for Executive, Key, and Core Accounts, maintains proactive and open lines of communication with Accounts, and asks for assistance as needed

Addresses requests within a timely manner (same day if before 4:00 pm) and works with leadership to arrange coverage when out of office

Qualification

Customer ServiceProblem SolvingWritten CommunicationComputer SkillsPlanning/OrganizingProfessionalismAttendance/PunctualityDependabilityLanguage SkillsReasoning AbilityInterpersonal SkillsTeamworkInitiative

Required

Problem Solving: Identifies and resolves problems in a timely manner; Works well in group problem-solving situations

Customer Service: Manages difficult or emotional customer situations; Responds promptly to customer needs

Interpersonal Skills: Focuses on solving conflict, not blaming; Listens to others without interrupting; Remains open to others' ideas and tries new things

Written Communication: Edits email and written work for spelling and grammar; Explains in detail the situation, expected result and any next steps that are needed

Teamwork: Balances team and individual responsibilities; Gives and welcomes feedback; Contributes to building a positive team spirit

Planning/Organizing: Prioritizes and plans work activities; Uses time efficiently; Organizes or schedules other people and their tasks

Professionalism: Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions

Attendance/Punctuality: Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time

Dependability: Follows instructions, responds to management direction; Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan

Initiative: Undertakes self-development activities; Seeks increased responsibilities; Asks for and offers help when needed

Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization

Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations

Computer Skills: To perform this job successfully, an individual should have knowledge of Internet software; Excel Spreadsheet software and Microsoft Word Processing software

Must be willing to work flexible hours during peak times

Must be able to pass background check and pre-hire drug screening

Must be able to pass monthly OIG and SAM Exclusion List checks

Benefits

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short-Term and Long-Term Disability

Company

Integrity

Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Founded in 2006