Associate Life Agency Support Specialist (Hybrid) jobs in United States
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American Family Insurance · 2 months ago

Associate Life Agency Support Specialist (Hybrid)

American Family Insurance is seeking an Associate Life Agency Support Specialist to provide agents with life sales expertise across various distribution channels. The role involves creating action plans to support growth and profitability, as well as conserving existing life insurance policies through proactive efforts.

Angel InvestmentFinanceVenture Capital
badNo H1Bnote

Responsibilities

Guide agents on systems, products, sales process and procedures to the applicable distribution channel, throughout the sales process and assists agents in resolving issues and questions related to product issuance, underwriting, procedures or other matters requiring a high level of technical expertise
Provide the applicable distribution channel with product information, customer planning, life technical support and sales consulting assistance, including estate protection, business succession and retirement income products strategies leading to more sales
Assist in resolving issues related to product issuance, procedures or other matters requiring a high level of technical expertise. This may involve collaboration between business partners within Life and outside of Life
Seek opportunities to increase agents’ product knowledge and expertise relative to Life products i.e., tax laws, legal issues, insurance environment, regulations, as it pertains to the life insurance industry
Review existing coverage and advises customers regarding policy options. Identifies gaps in coverage and advises the customer of their risks; recommends additional coverage as needed and suggests cost-saving options. Initiates and maintains positive relationships with the applicable distribution channel to promote life insurance sales. Interprets the point of view of our customers and suggests courses of action based on feedback
Assist management and staff with implementing and/or revising processes and practices to promote and deliver a superior customer experience
Maintain a high level of knowledge of competitive insurance product developments and procedures. Analyzes competitor strategies, programs and products and proposes enhancements to complement the competitive position of our agents and company
May be requested to complete other assignments or participate in projects based upon skills, achievements, or experience

Qualification

Life Insurance productsInsurance industry knowledgeCustomer-driven solutionsSales experiencePC software applicationsChartered Life UnderwriterLife insurance license

Required

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
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

Company

American Family Insurance

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For more than 90 years, American Family Insurance has built its reputation on sound principles.

Funding

Current Stage
Late Stage

Leadership Team

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Dan Reed
Founder. President, and MD
Company data provided by crunchbase