Purpose :

The Agency Representative role is responsible for accurately fielding inbound and outbound inquiries regarding contracting of producers and commission / bonus payouts.

The focus of this position is to resolve the customer’s inquiry in a timely and accurate manner while enhancing their service experience!

Accountabilities :

Receives and processes incoming calls and emails from producers and internal partners, providing accurate information on the licensing and contracting processes and outstanding requirements.

Completes ACH and wire transactions for commission payouts, payout method changes, auditing commissions and emailing of commission statements for producers.

Formulates communications with customers through various channels (calls, emails, etc.) and adequately documents correspondence in systems.

Qualifications and Experience :

1 years of customer service experience required, with experience in licensing and contracting or compensation areas within the Life Insurance or Annuity industry preferred.

Demonstrated understanding of insurance products and processes, particularly around Licensing, Contracting or Commissions, preferred.

Prior knowledge or experience with insurance contracts regulations is helpful.

Efficient verbal and written communications, with ability to explain sophisticated concepts and processes to a diverse customer base and seek to understand root cause analysis.

Proven track record of prioritizing multiple responsibilities and work in a time intensive customer service environment.

Bachelor's degree preferred, but not required.

Last updated : 2024-04-28