What are the responsibilities and job description for the Agent Engagement Specialist position at OCI Insurance & Financial Services?
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