Onboard and activate new agents on the Lami platform.
Conduct onboarding sessions and platform training.
Provide hands-on support to ensure agents can navigate the platform effectively.
Ensure all agents meet required KYC compliance standards before activation.
Verify submitted documentation and maintain compliance records.
Provide timely and effective support to agents.
Guide agents from onboarding to their first policy sale or booking.
Provide practical sales guidance and platform support.
Monitor early performance and intervene where support is needed.
Set clear activation targets with agents.
Track onboarding progress and sales activity.
Follow up consistently to drive engagement and conversions.
Gather agent feedback on the onboarding experience and platform usability.
Share insights with internal teams to improve tools, processes, and agent satisfaction.
Work with marketing teams to equip agents with relevant sales and promotional materials.

Strong communication and relationship-management skills.
Experience in agent onboarding, training, or customer support, ideally in a tech-enabled environment.
Familiarity with KYC and compliance processes.
Ability to track performance and drive results.
Strong problem-solving skills and a proactive mindset.
Interest in technology and innovation in insurance.

Agent Onboarding & Support Specialist

Key skills