Agent Support Specialist

Description

Do you excel in managing relationships and possess exceptional communication skills? Do you thrive in fast-paced, client-focused environments? If so, we have an exciting opportunity for you to join our dynamic Client Support team.

As a Client Support Specialist, you will play a pivotal role in delivering exceptional client service and ensuring seamless communication between clients, agents, and the brokerage team. You will proactively manage a portfolio of clients, facilitate the underwriting process, and maintain high service standards that drive success. Please note that this position is a full-time role that requires onsite presence. We believe that being part of our office environment is integral to the collaborative nature of our work.

• Maintain proficiency in software programs such as Microsoft Office, CRM systems, and other platforms.
• Document relevant information through data entry, including correspondence.
• Facilitate communication among clients, agents, and the brokerage team in line with company policies via phone, email, text, and Slack.
• Use independent discretion to manage client progression through the underwriting process.
• Proactively manage a portfolio of assigned clients.
• Deliver high-level service to all internal and external agents.
• Foster a positive teamwork environment.
• Continuously enhance knowledge of the business.
• Perform duties to meet established standards for the position.
• Assist in special projects and/or other duties as assigned by management.

Mission Statement: To transform lives by educating and empowering individuals with a breakthrough financial strategy that creates lasting freedom and generational wealth.

Vision Statement: To become the leading force in redefining financial freedom—where every individual has the knowledge, tools, and confidence to build lasting wealth and leave a legacy.

At the heart of our company are core values that guide everything we do. We lead with knowledge, believing that education unlocks better financial decisions. We act with integrity, ensuring every choice is made with honesty and care. We thrive on collaboration, knowing the best solutions are found when we work together. We embrace change with a spirit of innovation, transforming challenges into new opportunities.

We bring a can‑do attitude to every situation, facing obstacles with creativity and determination. Above all, we’re fueled by a passion to serve by delivering exceptional service through honest communication and a genuine commitment to the people we support.

Company Principles: Accountability and measurable results are core to our company. High standards and feedback are part of our environment.

• Strong analytical and critical thinking abilities.
• Excellent communication skills, both written and verbal, to effectively engage with agents and underwriting case managers.
• Strong multitasking abilities and excellent time management skills to meet deadlines and handle multiple projects simultaneously.
• Ability to work independently and as a team player, collaborating with agents, underwriting case managers, and management.
• Self‑motivated with a proactive approach to problem‑solving.
• Strong attention to detail and ability to maintain data integrity.
• Ability to maintain confidentiality and handle sensitive information securely.
• Proficiency in Google Workspace and other relevant software.
• Bilingual in Spanish both verbally and in written communications preferred.

MPI® Unlimited, LLC is committed to providing a full suite of competitive benefits for our growing staff and its diverse needs. We offer a wide range of health and financial benefits, including medical, dental, and vision, MPI® Match Plan, and other employer-sponsored wellness programs, as well as offering paid holiday and time‑off policies.

Pay Range: $20‑$22/hr based on experience.

This position offers a great opportunity to work in a dynamic and customer‑focused environment. If you are a highly motivated and analytical professional with a passion for client relations, we encourage you to apply for the role of Client Support Specialist at MPI®. We look forward to hearing from you!