Annuity Agent Support III
Annuity Agent Support III
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Job Description
Annuity Agent Support III
American Senior Benefits
Olathe KS
About American Senior Benefits
At American Senior Benefits an Integrity company we are dedicated to serving customers needing insurance especially seniors. Each day we help customers make key life decisions by finding the right solutions at affordable prices.
Job Summary
The Insurance Agent Support role is responsible for providing sales support to insurance agents. This involves following up with insurance carriers on the status of transfers identifying the necessary forms required for the case to be issued and acting as a liaison between carriers and agents.
Primary Responsibilities:
Elicit an agents needs with speed and composure.
Answer questions for the agents specific to service inquiries and resolve problems by responding orally and/or in writing.
Triage basic agent Annuity calls and provide them with support material illustrations and when needed refer them to a qualified licensed representative.
Ensure agents licenses and credentials are current.
Navigate the Web and provide web-based documents to agents as needed.
Follow up daily with carriers and transfer companies to ensure timely movement of paperwork and funds.
Assist in developing/operating procedures to ensure an efficient and effective annuities operation when necessary.
Primary Skills & Requirements:
Must possess proficient computer skills and excellent knowledge of Microsoft Office products and Window-based applications.
Excellent telephone oral and written communication skills.
Proven to be highly dependable and a self-motivator.
Must work independently with sound organization skills.
Must possess strong people and problem-solving skills and be able to effectively communicate at all levels of the organization.
Active listening skills.
Curiosity and the ability to ask probing questions to obtain necessary information.
Ability to work across time zones with remote team members.
Receptiveness to detailed performance feedback.
Insurance industry experience is preferred but not required.
Good understanding of general office procedures processes and equipment.
Prefer a minimum education of a four-year undergraduate college degree or the equivalent in experience.
Ability to manage a variety of tasks and set priorities to meet often stressful deadlines; while keeping goals objectives priorities and timelines in perspective.
Ability to work as a team player at all times while following team concepts in supporting Agency goals and co-workers.
Ability to work and resolve issues independently.
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
