Agent Success Representative

Keystone Advisors Overview

At Keystone Advisors we partner with top insurers to help clients find essential health coverage in 49 states. We provide individuals families and businesses with health dental vision options as well as Medicare options including Medicare Advantage Medicare Supplement Insurance and Prescription Drug Part D plans.

Not all plans are created equal and not all clients have the same needs either. We make sure that the right health plan suits our clients needs. Unlike agents selling and promoting a single plan Key Health Plans presents you with a wide range of plan options. We attend our meetings ready to discuss plans and benefits that suit our clients needs. We lay all the options on the table and walk them through each health plan until we narrow it down to one that fits them and their pocket.

We are experts in the health insurance market and define our outstanding performance. Our team does their best to match our clients needs. We are proud of helping thousands of Americans to find peace of mind and economic stability. Even though many things have changed throughout the decades one thing remains the same: We are the key to finding the right health plan for you.

Job Purpose

Keystone Advisors is seeking a professional bilingual Agent Success Representative to join our Houstonbased team. This individual will play a key role in supporting the growth and development of our agent partners through outstanding customer service proactive communication and handson guidance. The ideal candidate brings experience in customer service sales or fieldwork as a licensed insurance agent and is passionate about empowering others to succeed.

Key Responsibilities

Serve as the primary point of contact for assigned agents providing onboarding training and continuous support

Assist agents with licensing certifications and compliancerelated inquiries

Deliver product knowledge sales coaching and performance feedback to help agents achieve production goals

Maintain regular communication with agents through phone email and virtual meetings

Collaborate with internal departments including Broker Relations Contracting Marketing Retention and Compliance to ensure agent needs are met efficiently

Track agent engagement and performance metrics identifying opportunities for additional support and development

Represent Keystone Advisors at local field events and trainings to support agent recruitment and retention

Provide exceptional customer service and act as a trusted advisor for agents throughout their partnership with Keystone

Qualifications

Bilingual in Spanish and English Required

Minimum 2 years of experience in customer service sales or insurance agent fieldwork Strongly preferred

Familiarity with the health insurance industry including licensing and certification processes Preferred

Excellent communication skills both verbal and written

Strong organizational and time management skills with the ability to prioritize effectively in a fastpaced environment

Proficient in Microsoft Office Suite and comfortable navigating CRM platforms

Willingness to work extended hours during peak seasons (especially SeptemberDecember)

High school diploma or equivalent required; Associates or Bachelors degree preferred

Core Competencies & Key Skills

Bilingual Communication Able to communicate clearly and effectively in both English and Spanish

Customer Service Excellence Builds strong relationships and provides responsive solutionsfocused support

Sales and Coaching Acumen Understands sales fundamentals and motivates others toward performance goals

Insurance Industry Knowledge Familiar with insurance products agent onboarding and compliance processes

Organization & Time Management Manages multiple tasks with accuracy and meets deadlines consistently

Technical Proficiency Comfortable using digital tools spreadsheets and communication platforms

ProblemSolving & Critical Thinking Identifies issues quickly and proposes practical effective solutions

Team Collaboration Works well with crossfunctional teams and contributes to shared goals

Working Conditions

Business office environment

Normal office hours plus extended hours during busy seasons

Physical Requirements

Sit for long periods of time

Stand and bend

Speak and hear

Use of computer keyboard and phones

Ability to use hands and fingers