7 дней назад
Agent Support II (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Agent Support II (Insurance): Supporting agents and agencies with insurance carrier contracting, electronic documentation, CRM data integrity, and compliance with an accent on licensing, appointments, beneficiary enrollments, and accurate records. Focus on resolving missing contract data, coordinating with carriers and internal teams, and educating partners on contracting procedures.
Location: Blue Springs, Missouri, United States
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, supporting agents and clients nationwide.
What you will do
- Process agent and agency contracting paperwork, including licensing, carrier appointments, and beneficiary enrollments.
- Submit contracting links, manage email communications, organize electronic files, and enter data into internal systems.
- Maintain and audit CRM and proprietary-system records while protecting confidential information and supporting HIPAA compliance.
- Track contract status, follow up with carriers and agents, and resolve missing or inconsistent information.
- Support agents by phone and email, explain contracting procedures, and coordinate with sales, new business, and commissions teams.
- Train new hires and temporary employees, cross-train staff, and complete Ready to Sell reports.
Requirements
- High school diploma or GED required; an associate’s or bachelor’s degree is preferred.
- 4–6 years of customer service or administrative experience; insurance or financial services experience is preferred.
- Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and business platforms such as SureLC and AgencyBloc.
- Strong computer competency, data-entry skills, written and verbal communication, organization, and time management.
- Ability to work independently and collaboratively, learn new software quickly, solve problems, and maintain confidentiality.
Culture & Benefits
- Full-time employment in a family-oriented, fast-growing environment.
- Opportunities for professional development and career advancement.
- Competitive compensation package with employee and family benefits.
- Equal opportunity employer providing reasonable accommodations for qualified individuals with disabilities.
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