Agent Concierge Representative

Role Overview

• Proficiently handle a pipeline of 150-200 new hires, assisting them through various stages of the licensing coursework (US ONLY) (LND ONLY).
• Maintain detailed and accurate notes within MS Access.
• Accurately communicate state licensing requirements for state licensing exams.
• Communicate accurately and effectively, via written (email & text) and phone interactions.
• Build strong rapport with new hires, hiring managers and Agency Owners.
• Make outbound and take inbound calls daily.
• Update management team regarding state pre-licensing requirements, as new information is given.
• Meet with supervisor regularly to stay informed about any changes in policies, procedures, regulations, business initiatives and/or technologies.

Requirements

• High School Diploma or equivalent.
• Licensed in Lines of Authority (LOA) for Life and Health is a plus, but not required.
• Prior work experience in a call or contact center is recommended.
• Strong attention to detail and organizational skills.
• Strong customer service skills, primarily via phone.
• Intermediate MS Office skills; Excel and Access used daily.
• Ability to work across multiple technologies.
• Ability to self-manage daily workflow in a multi-task environment.
• Ability to adapt to change quickly and seamlessly.
• Ability to build strong rapport with newly recruited sales agents to support them through the licensing process.
• Ability to function both independently and as part of a team.
• Prior knowledge of the insurance licensing process is a plus, but not required.

Benefits

• Competitive compensation designed to reflect your expertise and contribution.
• Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
• Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
• Paid holidays and time off to support a healthy work-life balance.
• Parental leave to help our employees welcome their new additions.
• Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
• Company-paid counseling for assistance with mental health, stress management, and work-life balance.
• Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
• Discounted Texas Rangers tickets for a proud visit to Globe Life Field.