Job Description

Job Summary

The Agency Services Coordinator functions as general client support for the Enterprise Leads Group. This role must understand agency expectations across all sales divisions to ensure outstanding service as they will serve as the liaison between the field agents and ELG operations.

The role is generally varied and ranges in the daily duties frequently.

Primary Duties & Responsibilities

• Provide information about the benefits of our programs and campaigns
• Troubleshoot and resolve issues and concerns
• Document and update client records based on interactions
• Ensure all clients are promptly assisted
• Ensure all client-related communications (i.e. verbal, phone, email, etc.) are handled with excellence
• Prepare monthly reports regarding client feedback, strengths, weaknesses, and opportunities to better improve client experience
• Maintain updated and accurate client records
• Maintain intentional and thorough communication with internal partners
• Maintain client privacy, confidential, and sensitive information
• Work alongside team to develop, execute and monitor marketing initiatives and programs
• Exercise discretion in establishing priorities and evaluating needs
• Keep Manager advised of time-sensitive and priority issues, ensuring appropriate follow-up
• Routinely perform a wide variety of support duties, as assigned

Required Skills

Knowledge, Skills, & Abilities

• A detail-oriented self-starter
• Excellent interpersonal communication (i.e. verbal, email, phone, etc.) skills
• Excellent problem-solving skills and time management skills
• Ability to remain positive, focused, intentional in a fast-paced environment
• Excellent computer skills with the drive / ability to learn new skills quickly
• Ability to think creatively and help prepare documents for distribution
• Ability to explain products and concepts clearly and concisely to clients
• Strong organizational and multitasking skills to provide effective support to numerous clients
• Professionalism in behavior and appearance in every interaction
• Someone who exhibits sound judgment with the ability to work and follow-up, prioritize, and make decisions with limited direction
• Resourceful multitasker, energetic and eager to tackle new projects and ideas
• A team player capable of cultivating productive working relationships
• Committed to excellence and service
• Ability to work independently with limited supervision
• Critical thinking and problem-solving skills to help clients who may experience issues
• Eager to work in an ever-changing and rapidly expanding company and motivated to learn and grow

Applicable to all employees of Globe Life & Accident and its subsidiaries :

• Reliable and predictable attendance of your assigned shift
• Ability to work full time and / or part time based on the position specifications.

Required Experience

Education & Work Experience required

• Bachelor's degree, or equivalent work experience
• 1-3 years in a related position such as client / customer service
• Highly proficient with Microsoft Office Suite programs
• Outstanding verbal and written communication skills
• Strong prioritization, organization, and customer service skills
• Exceptional work ethic, time management, and attention to detail
• Bilingual Spanish, preferred

Last updated : 2024-03-22