Agent Support Specialist jobs in United States
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Agent Boost Marketing · 7 hours ago

Agent Support Specialist

Agent Boost Marketing is seeking an Agent Support Specialist to assist their growing number of contracted insurance agents. The role involves onboarding new agents, providing guidance on licensing, and supporting agents through various communication channels to enhance their sales efforts.

Health InsuranceInsuranceMarketingService Industry
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Growth Opportunities

Responsibilities

Assist agents with new onboarding process
Represent our firm with the utmost integrity and create a lasting impression with agents and insurance companies
Provide guidance to agents for licensing and renewal process
Conduct Zoom meetings to provide clarification and high level support
Interact with our agents through omnichannel platforms. Phone, text, email, chat and more
Input agent data into CRM systems
Create workflows, reminders, support tickets, and complete daily/weekly tasks
Order sales materials
Direct agents to tools and resources in our website and other carrier websites
Report weekly outcomes to leadership and make recommendations for improvement
Learn industry best practices and verbiage

Qualification

Excel proficiencyCRM systems experienceCommunication skillsOrganizational skillsBilingual abilitiesInnovationInsurance knowledgeProblem solvingAdaptabilityTeam playerCreativity

Required

High School diploma or equivalent
Strong service mindset and ability to communicate effectively
Experience with CRMs or POS systems
Ability to multi task and prioritize responsibilities
Creativity and innovation mindset
Customer service: 1 year (Required)
Computer operation: 1 year (Required)

Preferred

Insurance license or industry knowledge a plus
Bilingual abilities a plus

Benefits

401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

Company

Agent Boost Marketing

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Agent Boost Marketing is an insurance brokerage firm with products like prescription drug plans, life insurance, annuity & hospital plans.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase