Agency Field Support Representative
Madison, Missouri, United States of America
Full Time
3 weeks ago
$25 - $31 USD
No Visa Sponsorship
Key skills
Sales
About this role
Role Overview
- Provides front-line support to independent sales agents and field sales employees with questions regarding account statements, finance plans, producer appointments and terminations, policy transfers, and licensing
- Serves as a clearinghouse for inquiries and assesses the urgency of the customer's needs to provide appropriate direction or resources
- Escalates issues to team members, manager, or other areas as needed
- Communicates with agents on licensing changes and state regulatory issues
- Ensures details of contact are appropriately documented in information management system
- Enters information for producer lifecycle in internal systems
- Processes transfers of policies from one agent to another as well as from one state to another
- Supports agent account statement entry and other entry related to agency field support
Requirements
- Demonstrated experience providing customer-driven solutions, support or service
- Demonstrated experience in a customer service environment
- Demonstrated experience in multitasking
- Demonstrated experience using Microsoft Office Suite (e.g., Access, Excel, Outlook, and Word)
- Demonstrated experience working under strict deadlines
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