What are the responsibilities and job description for the Sales Onboarding and Contracting Specialist position at Garity Advantage?
Garity Advantage Agency is a fast paced, growing insurance marketing organization conveniently located right off Rt. 3 on the Norwell/Rockland border. Garity Advantage is currently looking for a team player to join our rapidly growing company to help bring our Customer Service Team to the next level.
The Sales Onboarding Specialist is an exciting part of our sales service team which is a great starting point for a career with Garity. This role works closely with Agents, Healthcare Carriers and an Energetic Team to ensure that our contracting, certification and sales onboarding processes are completed successfully. This role works closely with the Garity Sales team to ensure Agent’s success during the contracting process and to support Agents/Agencies that are new to Garity. Ideally, this individual will be detail oriented, have the ability to multi-task and prioritize, has experience with process improvements to accommodate growth, can deliver "white glove" customer service, while working in a fast-paced environment.
Duties:
- Assist agents with questions regarding the contracting and certification process
- Outreach to agents regarding contract status and offers help to ensure completion
- Maintain specific contracting and certification procedures for many Healthcare Carriers
- Update and maintain contracting and certification agent CRM data base
- Track status of submitted contracting and troubleshoot
- Review and update Carriers contracting and certification reports
- Support the Garity Sales team in onboarding new Agent/Agencies
- Help improve process for continued growth and scalability
- Support agent progress from introduction to first sale
Core Competencies:
- Excellent organization skills and attention to details
- Excellent written and oral communication skills
- Ability to provide top level customer service
- Customer-focused, positive attitude and professionalism
- Self-Motivated
- Working knowledge of Excel, Word, Outlook, the Internet and Smart Office
- Willing to work as part of the team to move the company forward
- Ability to multi-task and prioritize in a fast paced environment
- Eager and able to learn new systems and software and assist with other tasks and projects
- Ability to travel to agent and company events
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person and potential hybrid
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person