Agency Account Manager

This is a fully remote position, open to applicants in California.

📋 Description

• The Agency Account Manager serves as a vital liaison collaborating with Agency Sales Representatives to proactively oversee client relationships and ensure their success, meeting agent expectations while delivering outstanding customer service.

• Participate in the WFG company culture that prioritizes engagement in our 4 Cs, emphasizing quality work and high performance.

• Assist the Agency Sales Representatives with tasks related to all assigned accounts, including remittance processing, A/R cleanup, E&O renewals, and more.

• Support Agency Sales Representatives during their customer on-site visits and presentations, both in-person and virtually.

• Work closely with designated Agency Sales Representatives to identify and implement improvements in the remittance, audit, and compliance processes.

• Act as a liaison between Agency Support and the Agent regarding AMS requirements, such as user login issues, appointment scheduling, cancellations, and modifications to Schedule A.

• Handle refund and write-off requests efficiently.

• Aid in ensuring compliance with Continuing Education requirements.

• Maintain and support any existing agents that may be assigned to you.

• Perform additional duties as required.

⛳️ Requirements

• High school diploma or its equivalent.

• Excellent oral and written communication skills.

• Proficient in computer use, including Microsoft Office Suite, CRM systems, and handheld devices.

• Ability to multitask and thrive in a fast-paced environment; strong organizational abilities are essential.

🏝️ Benefits

• No unusual physical demands are expected.

• No heavy lifting is required.

• Most work is conducted in a comfortable indoor setting.