National Account Coordinator, Agency Activation

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

📋 Description

• Conduct a significant number of daily outbound calls to inactive and low-performing agents, adhering to established dialing and productivity goals.

• Assess and rank inactive and low-performing agents from designated lists/segments based on previous production history and potential for reactivation.

• Re-familiarize agents with current products, incentives, campaigns, and support resources.

• Investigate the reasons for agent disengagement or stagnation and record findings for further follow-up or escalation.

• Implement structured outreach cadences/scripts while adjusting tone and approach to suit individual agents.

• Facilitate agent webinars for larger groups that cover product updates and announcements, followed by calls to encourage activation.

• Accurately and promptly document each call attempt, outcome, and agent response in the CRM/dialer platform.

• Achieve or surpass KPIs for call volume, contact rate, and successful reactivations.

• Elevate agents showing renewed production momentum to the relevant relationship-management team.

• Forward service, appointment, or compliance concerns to the appropriate internal team.

• Provide leadership with feedback on recurring objections, trends, and obstacles to enhance reactivation strategies and messaging.

⛳️ Requirements

• High school diploma or equivalent is required; an associate or bachelor's degree is a plus but not mandatory.

• A Property and Casualty (P&C) insurance license is preferred but not essential.

• A minimum of 1 year of experience in high-volume outbound calling, telesales, collections, or a similar dial-heavy environment; experience in insurance or financial services is a bonus but not required.

• Proven resilience and ability to manage high call volumes, overcome objections, apathy, and repetitive outreach cadences.

• Excellent verbal communication skills in English, with the capability to quickly establish rapport over the phone.

• Proficiency in using CRM, dialer, or call-center software; capable of accurately logging activities in real-time.

• A creative and persistent approach to outreach — willing to explore various angles/channels to re-engage unresponsive contacts.

• Basic understanding of, or a willingness to learn about, independent-agent insurance distribution and how agents generate business.

• Availability to work assigned shift hours that align with U.S. business hours.

• Experience collaborating with global and/or U.S.-based business teams.

• A quiet workspace along with an internet connection of at least 30 Mbps download and 10 Mbps upload.

🏝️ Benefits

• Comprehensive health insurance package.

• Opportunities for professional development and career advancement.

• Flexible work environment and schedule.

• Performance-based bonuses and incentives.