Agency Associate

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

📋 Description

• Oversee both incoming and outgoing communications via calls, emails, and other correspondence.

• Connect with current and prospective clients to update their records.

• Obtain consent for policy renewals.

• Ensure the accuracy of customer information.

• Support outreach efforts to potential clients.

• Collect preliminary inquiry information and assess leads for qualification.

• Assess client requirements and direct requests to licensed Client Service Specialists when insurance-related guidance or transactions are necessary.

• Provide outstanding customer service.

• Assist with the enrollment of new clients and the renewal process for existing clients while collaborating with licensed Agents.

⛳️ Requirements

• Strong experience in client management, account support, or consultative sales.

• Excellent verbal and written communication skills, with proven phone etiquette.

• A solution-focused approach with the ability to analyze problems and implement timely solutions.

• Capacity to prioritize tasks in a dynamic environment and adapt to changing processes.

• Quick and precise data entry skills.

• PC with Windows 7 or higher OR Mac with macOS 10.1 or higher.

• A dual-monitor setup with a secondary monitor is mandatory.

• A hands-free headset is required.

• A working webcam is necessary.

• High-speed internet connection is essential.

• Must function as an established business entity.

• An active DBA (Doing Business As) is required.

• A valid EIN (Employer Identification Number) is mandatory.

🏝️ Benefits

• Independent contractor position (1099).

• Must operate as an established business entity with an active DBA (Doing Business As) and a valid EIN (Employer Identification Number).