Demo

Agent Engagement Specialist

OCI Insurance & Financial Services
NE, NE Full Time
POSTED ON 3/10/2026
AVAILABLE BEFORE 5/10/2026

Description

  

Do these statements apply to you? 

? I’m excited to join a team and work together in person.

? I’m a positive person and others would say the same about me.

? I enjoy helping others reach their fullest potential.

? I strive to be the best version of myself.

? I’m excited to be actively engaged in a strong company culture. 

If this describes your personality, then YOU are exactly the type of person we are looking for!


Job Summary:

We are seeking a motivated and dynamic Agent Engagement Specialist to join our sales team. The primary responsibility of this role is to contact our partnered agents, engage or re-engage them, and provide the necessary support and resources to help them grow their business. The ideal candidate will be a team player that possesses excellent communication skills, a proactive attitude, and a strong desire for personal and professional growth.

        Compensation: The role includes a $50,000 base salary plus a performance driven bonus program. It is reasonable to expect up to $20,000 or more as bonus with strong performance. Bonus compensation is performance-based and offers uncapped earning potential.

  

Skills:

  • Exceptional verbal and written communication skills.
  • Strong interpersonal skills with the ability to build and sustain relationships.
  • Proactive and self-motivated, with a results-oriented mindset.
  • Ability to work independently and as part of a team.
  • Proficiency in using CRM systems and other sales support tools.
  • A Health and Life Insurance license not required but encouraged

Requirements

 Key Responsibilities:

  • Outreach and Engagement:
    • Take the initiative to reach out to low to zero revenue-earning agents through phone calls, emails, and other creative communication channels.
    • Build and maintain strong relationships with agents, understanding their unique challenges and business needs.
  • Support and Resources:
    • Be the go-to person for agents by identifying and delivering the resources, tools, and training programs they need to boost their sales performance
    • Provide personalized support and guidance, addressing any concerns or obstacles agents may face in growing their business.
  • Follow-Up and Tracking:
    • Keep the momentum going with regular follow-ups, to monitor agent’s progress and ensure continued engagement.
    • Maintain detailed records of interactions, feedback, and progress in the CRM system.
  • Collaboration:
    • Work hand-in-hand with internal teams, including marketing, contracting, and market segment leaders, to ensure agents have access to the latest information and resources.
    • Share insights and feedback from agents with the broader team to continuously improve support strategies.
  • Performance Metrics:
    • Track and report on key performance indicators (KPIs) related to agent engagement, retention, and revenue growth.
    • Identify trends and areas for improvement, proposing actionable solutions to drive overall agent performance  

Salary : $50,000 - $70,000

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