Agent Support Specialist

The Agent Support Specialist plays a vital role in supporting independent insurance agents through the entire onboarding and contracting process, ensuring a smooth and efficient experience from initial contact through active production. This role also coordinates agent training, connects agents with marketing resources, and provides logistical support for event participation and outreach opportunities. The ideal candidate is highly organized, responsive, and proactive in helping agents succeed in a fast-paced environment.

• Assist new agents with onboarding documentation and ensure completion of required forms.
• Process agent contracting requests with various carriers, tracking statuses and following up as needed.
• Review contracting paperwork for accuracy and completeness.
• Maintain organized records for each agent in the CRM and contracting platforms.
• Communicate contracting statuses and requirements to agents in a timely and professional manner.

• Schedule onboarding and product trainings for new and existing agents.
• Maintain the agent training calendar and send reminders or materials in advance of sessions.
• Follow up with agents needing additional support or resources.
• Collaborate with training facilitators to ensure agents are prepared and equipped to sell.

• Connect agents with the appropriate marketing team members based on their needs
• Track and assist with marketing requests and promotional item orders
• Coordinate agent participation in carrier or community events, including RSVPs and logistics.
• Follow up with agents post-event to gather feedback and track outcomes.

• Serve as a day-to-day point of contact for agent inquiries regarding onboarding, training, contracting, and marketing.
• Provide timely responses to questions and escalate issues when necessary.
• Support legacy and newly onboarded agents to ensure they remain active and engaged.
• Maintain thorough communication logs in CRM systems such as NetSuite.

• 1–2 years of experience in insurance operations, broker support, or customer service preferred.
• Knowledge of ACA, Medicare Advantage, life, and ancillary insurance products a plus.
• Strong attention to detail and ability to manage multiple priorities.
• Excellent communication and interpersonal skills.
• Proficient in Microsoft Office and CRM systems.
• Team-oriented with a proactive, problem-solving mindset.
• Bilingual (English/Spanish) required

• Familiarity with insurance carrier portals and licensing requirements.
• 215 Health and Life Insurance License

Work Locations; Suwanee GA, Miami FL, and San Antonio TX