Agent Support Associate

Agent Support Associate

Location:

Columbia, MO.

Job Summary:

This personal will be responsible for supporting the Life Agent Success Manager and Marketer with sales and revenue for their specific assigned agents/agencies. In this role he/she will track and manage weekly KPIs including phone times, new agent follow up, activation rates and number of contracted agents specifically set for them.

• Support the Agent Success Manager and Marketer in driving agent performance and sales growth.
• Assist agents with life illustrations, basic underwriting, and case design as needed.
• Coordinate agent contracting and commission communications within the office.
• Conduct outbound calls to agents to promote marketing campaigns and initiatives.
• Communicate with carriers to obtain product details, underwriting guidance, and sales support.
• Deliver marketing and sales support to agents and agencies to enhance their success.
• Build and maintain strong relationships with agents and agencies for long-term growth.
• Develop a thorough understanding of supported carriers and products to effectively educate agents.
• Contribute input on new products and sales processes to improve business operations.
• Achieve weekly KPIs, collaborate with team members and departments, and pursue ongoing industry education.
• Perform other duties as assigned to support the needs of the team.

• High School degree or GED.
• 0-2 years of sales experience or other related experience.
• Previous Insurance or financial experience is preferred.
• Demonstrated proficiency in Microsoft Office Suite and other relevant technology tools.
• Strong verbal and written communication skills with a professional demeanor.
• Exceptional customer service abilities, including handling inquiries and resolving issues efficiently.
• Organized multitasker, able to prioritize tasks and adapt in a fast-paced environment.
• Experience presenting sales and training materials to large groups in person, by phone, or via online platforms, and able to collaborate effectively as part of a team or independently.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.