Offer summary

Qualifications:

Licensed Life & Health Service Representative certification is required., Strong organizational and customer service skills are essential., Proven ability to achieve objectives and attention to detail is necessary., Excellent computer skills and experience in sales are a plus..

Key responsibilities:

Assist clients with insurance coverage and ensure satisfaction throughout the policy life.

Conduct welcome calls for new business and follow up on pending requirements.

Handle inbound service calls and emails, addressing client inquiries as needed.

Collaborate with sales and agency operations to meet strategic goals.

Job description

For AWL Internal Candidates Only

As an Agency Customer Success Representative at AWL you will help with the operations of the agency and policy sales business. This role will work closely with sales, agency operations, and our clients directly to assist our clients getting insurance coverage in place, ensure satisfaction, address client questions upon enrollment, as well as serve as the clients first point of contact on service inquiries throughout the policy life. You will also support the Agency Operations Manager and other agency operations and leadership with day-to-day management of the business as necessary. This is a remote role.

We are currently seeking licensed Life & Health Service Representatives to join the team.

General Responsibilities:

Agency Operations CSR

Maintain up-to-date policy status

Client Service CSR

Conduct welcome call on all new business
Follow-up on pending carrier requirements and documentation
Receive inbound service calls and emails and work as necessary
Refer renewal and cancel save opportunity to retention or sales as necessary
Work with Sales and Agency Operations leadership to meet strategic goals and execution requirements

Requirements:

Superior organization skills
Excellent customer service skills
Proven track record of achieving objectives
Excellent listening and comprehension skills with attention to detail
Ability to develop mastery of product knowledge and application process details
Excellent computer skills
Strong desire to win in the marketplace and achieve excellent results against challenging goals
Experience in Sales a plus

AWL (All Web Leads, Inc.) is one of the most successful customer acquisition marketing companies in the US. Simply put, we help our customers acquire customers. Today, we do this for the US insurance industry. Our amazing team of over 500 talented and successful professionals uses Internet marketing to turn consumer interest in insurance products into policy sales for the world’s largest insurance carriers and more than 30,000 of their agents. We are Austin-born and our growth from a 2-person startup in 2005 to a highly profitable business has been remarkable. We are a tight-knit team with a fast paced, energetic, and entrepreneurial company culture that has been ranked a Best Place to Work in Austin for 2017, 2018, 2019, and 2021.

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