Agent
Company: Assurance IQ
Location: Fort Lauderdale
Posted on: January 13, 2021
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Job Description:
About Assurance At Assurance we are disrupting the antiquated
and inefficient world of insurance and financial services. Our team
of world class software engineers, data scientists, and business
professionals are modernizing how people obtain and manage their
financial life all through our powerful platform ecosystem. We are
rapidly growing as we expand our product offerings and global
footprint, and this growth continues to present new and exciting
challenges as we push our industry into its future. We eliminate
waste throughout the industry and calculate the complex into
simple, valuable solutions to improve people's lives. We are
humble, driven, and committed to improving the lives of millions.
About the Person A core part of what we're building at Assurance is
a large network of on-demand independent insurance agents who
access our platform to connect with interested consumers. As we
build the future of insurance and financial services, our Agent
Success Manager (called User Engagement Specialist (UES)
internally) role is at the core of our agent support team, seeing
new agents through from onboarding to success on the Assurance
platform. This means the ideal candidate will thrive in a
fast-paced environment where they are asked to wear multiple hats,
be comfortable with change and working independently, and have a
bias for action. This job requires an approach that welcomes
challenges as exhilarating opportunities to overcome and achieve.
Customer service, analytics, and communication skills will always
be top of mind for you, as you'll be working with agents in many
stages of their life on the Assurance platform. This is ideal for
an experienced Medicare agent that would like to use their Medicare
background to build and support the agent community. Key
Responsibilities: Act as an ambassador, relationship manager,
primary point of contact, and Medicare expert for Independent
Medicare Agents. You will spend most of your time (80%+) in an
agent-facing capacity building relationships and providing real
time, best-in-class support that ensures success. Nurture, build,
and cultivate agent partnerships. Meet with individual agents to
share the Assurance value proposition. Manage the day-to-day
activities associated with the onboarding of new independent
agents. Know and support new agents through the onboarding training
steps. Schedule meetings and help manage calendars for agents being
onboarded, along with supporting your Onboarding Success Manager's
schedules as needed. Help maintain and update documentation for the
onboarding process. Support agents with weekly and/or daily calls.
Regularly provide community messaging to help morale, keep agents
up to date, and provide general agent support. Review any KPI's or
questions from agents on their performance and how to improve.
Offer over-the-phone training or coaching to agents as needed.
Direct agents to training and technical support on all related
systems and applications where needed. Leverage marketing and sales
tools to identify solutions to serve the agent community. Regularly
pull reports from Salesforce, Looker (or similar BI tools) and
monitor stages of the prospective agents to better determine where
to focus efforts. Review current processes to determine if they are
efficient and effective. Make recommendations for process
improvements. Develop and participate in the implementation of new
systems and processes. Resolve process-related, procedural
problems, and inquiries. Manage & update operational procedures for
various areas within Assurance. Develop relationships with targeted
prospects to meet short-term and long-term sales objectives To be
successful in this role, you must possess: 3-5 years as a Medicare
agent 1-2 years of experience as a community manager, operations
coordinator, sales ops, or other similar role. Excitement around
identifying challenges and implementing solutions. Excellent
organizational skills. Strong interpersonal, oral, and written
communication skills. Excellent customer service and community
management skills. Excellent attention to detail within a
fast-paced and entrepreneurial environment. Strong command of
Microsoft Office and familiarity with Salesforce, applicant
tracking software, project management software, and/or other
business intelligence tools. Flexibility and willingness to learn
and work on different tasks as needed. Ability to take initiative
and manage multiple tasks and projects at a time. The following is
highly desired: Prior experience in an administrative role in a
startup or young company preferred. Experience working with
on-demand networks preferred. Experience within a startup or a
company that is scaling quickly preferred. Employment Type: Full
Time Salary: $40,000 - $60,000 Annual Bonus/Commission: Yes
Keywords: Assurance IQ, Fort Lauderdale , Agent, Sales , Fort Lauderdale, Florida
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