Job Description
The Advisor Success Lead is responsible for answering questions, resolving issues, and providing guidance to agents to ensure their success in selling our insurance products. This position generally makes sure meetings run smoothly, efficiently and handles any situations that may come up in order to support associated HPM Advisor.
Responsibilities
- Answer incoming phone calls and emails from agents, vendors, etc and provide exceptional customer service
- Resolve agent issues, such as contracting & support questions, in a timely and efficient manner
- Provide guidance and support to agents to ensure their success in selling our insurance products
- Maintain accurate records of agent interactions in our customer relationship management (CRM) system
- Collaborate with other departments, such as Sales and Marketing, to support agent success
- Monitor and report on key performance indicators (KPIs) to track progress and identify areas for improvement
- Stay up-to-date on changes to our insurance products, procedures, and industry regulations to provide accurate information to agents
- Handle escalated issues and complaints from agents and work to resolve them in a timely and professional manner
- Assist with training new agents and providing ongoing support to current agents
Requirements
This position will be responsible for some administrative duties that include the use of computers to communicate, plan, report and organize appointments. Problem-Solving Skills are a must. This position would be expected to work during normal business hours on weekdays, with occasional additional hours on weekends to help with high-volume projects. Customer service and interpersonal skills are required.
Job Type: Full-time
Pay: $40,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- On-the-job training
- Paid time off
- Parental leave
- Professional development assistance
- Vision insurance
- Work from home
Experience level:
Weekly day range:
Work setting:
Language:
Work Location: Hybrid remote in Orlando, FL 32804