Producer Support Specialist - Richardson, United States - Agile People and Payroll LLC

Description

Job Description

ABOUT US

Agility Insurance Services, headquartered in Richardson Texas, is a National Field Marketing Organization (FMO) and a leader in Medicare and Health Insurance enrollment. As part of the Agility Team, you will be joining a diverse, fun-loving team that takes great pride in what they do. We are professional, fast-paced, and service-centric. Our goal is to ensure that your employment is meaningful, mutually beneficial, and enjoyable

POSITION SUMMARY

The Producer Support Representative is responsible for interfacing with agents after contracting has been completed. Develop and maintain positive agent relations and coordinate with various functions within the company to ensure agent requests are handled appropriately and in a timely manner.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

? Works one-on-one with Life & Health Insurance Producers, identifying their needs, managing accounts, and utilizing an in-depth working knowledge of the company's brands, systems, and processes to support their successes.

? Handles high call volume and follows specific workflows to provide consistent and sustainable support and address producer service failures or producer concerns in a timely manner.

? Acquires and grows a working knowledge of the Life & Health Insurance industry, by keeping abreast of trends, opportunities, and marketing and enrollment systems.

? Participates in an environment that fosters a positive, motivated, and challenging customer service-oriented team that promotes ongoing continuous improvement initiatives.

? Communicates properly through a variety of omnichannel methods.

? Identifies new agent business opportunities, collaborates on overall tactical and strategic plans to secure. Define and validate all target markets.

? Handles call volume and workflows through the supervision of employee performance in order to meet all campaign, enrollment, and recruiting goals.

? Directs and leads ongoing continuous improvement initiatives to provide consistent and sustainable processes and address customer service failures/customer concerns in a timely manner.

? Communicates proactively with senior leadership on the performance of agent service strategies and programs.

? Completes required training (including, but not limited to, insurance licensing, contracting, and certification)

? Follows office procedures such as answering phones, utilizing scripts, dealing with incoming and outgoing email(s), typing various documents, and entering detailed notations.

? Accurately and consistently updates the company database with both agent and customer information. Keeps meticulous notes in the system in order to quickly reconcile any discrepancies with agents, and/or customers.

? Maintains a clean workspace and takes responsibility for the general organization of the office and their workspace.

? Responsible for the maintenance of their personal timesheet and the submittal of any Report of Absence and PTO Request, upon the approval of their Manager.

? Complete work assignments independently; effective time management and organization to accomplish the work assignments and campaigns.

? Perform other duties as assigned.

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience ? Prior experience with customer service a plus
• Proficient in MS Office, specifically Excel, Word and PowerPoint
• Excellent oral and written communication skills
• Familiar with current product lines and customer base
• Excellent customer relationship skills

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

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Agility Insurance Services LLC provides equal employment opportunities to all applicants, without regard to unlawful considerations of or discrimination against race, religion, creed, color, nationality, sex, sexual orientation, gender identity, age, ancestry, physical or mental disability, medical condition or characteristics, marital status, or any other classification prohibited by applicable local, state or federal laws. Agility Insurance Services LLC may obtain a 'consumer report' about you from a consumer reporting agency for employment purposes. A 'consumer report is a background screening report that may contain information regarding your criminal history, driving history, and information about you.

Job Type: Full-time

Pay: $22.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Referral program
• Vision insurance

Experience level:

• 2 years

Weekly day range:

• Monday to Friday
• Weekends as needed

Work setting:

• In-person

Language:

• Spanish (Required)

Ability to Relocate:

• Richardson, TX 75080: Relocate before starting work (Required)

Work Location: In person