What are the responsibilities and job description for the Agency Customer Success Representative - Life and Health position at allwebleads?
As an Agency Customer Success Representative with the Life and Health team at AWL you will help with the operations of the agency and policy sales business. This role will work closely with sales, agency operations, and our clients directly to assist our clients getting insurance coverage in place, ensure satisfaction, address client questions upon enrollment, as well as serve as the clients first point of contact on service inquiries throughout the policy life. You will also support the Agency Operations Manager and other agency operations and leadership with day-to-day management of the business as necessary. This is a remote role.
General Responsibilities:
- Maintain up-to-date policy status
- Conduct welcome call on all new business
- Follow-up on pending carrier requirements and documentation
- Receive inbound service calls and emails and work as necessary
- Refer renewal and cancel save opportunity to retention or sales as necessary
- Work with Sales and Agency Operations leadership to meet strategic goals and execution requirements
Requirements:
- Superior organization skills
- General Lines Life and Health Insurance License
- Excellent customer service skills
- Proven track record of achieving objectives
- Excellent listening and comprehension skills with attention to detail
- Ability to develop mastery of product knowledge and application process details
- Excellent computer skills
- Strong desire to win in the marketplace and achieve excellent results against challenging goals
- Experience in Sales a plus
AWL (All Web Leads, Inc.) is one of the most successful customer acquisition marketing companies in the US. Simply put, we help our customers acquire customers for the US insurance industry. Our amazing team of nearly 1,000 talented and successful professionals use internet marketing strategies to turn consumer interest in insurance products into policy sales for the world’s largest insurance carriers and more than 30,000 of their agents. We are Austin-born, and our growth from a 2-person startup in 2005 to a highly profitable business has been a remarkable journey. We are a tight-knit team with a fast-paced, energetic, and entrepreneurial company culture. We have been ranked an Austin Best Place to Work over 10 times by Austin Business Journal, Austin Statesman, Built-in and Glassdoor! AWL fosters a vibrant, dynamic work culture built on trust, data, technology, passion, collaboration, and winning, where employees want to engage and be impactful. We provide competitive pay, outstanding benefits, and a fabulous, fun, collaborative environment that allows our people to be their best.