Agent Development Partner (ADP)

Keystone Advisors•Houston, TX

2d•Hybrid

About The Position

Keystone Advisors partners with top insurers to help clients find essential health coverage in forty-eight states. We provide individuals, families, and employer groups health, dental, vision, life and disability, and Medicare options including Medicare Advantage, Medicare Supplement Insurance, and Prescription Drug Part D plans. The Agent Development Partner (ADP) is responsible for onboarding, developing, coaching, and growing insurance agents and agency partners within the Keystone Advisors ecosystem. This role serves as a strategic business consultant, trainer, coach, and relationship manager focused on driving production, retention, compliance, and long-term agency success. The ADP works closely with independent agents, field agents, telesales professionals, and agency owners to implement best practices that improve client acquisition, member retention, cross-selling opportunities, and operational effectiveness. A successful candidate combines agency development expertise with strong sales leadership, contact center operations knowledge, and business development experience. This individual understands how to leverage both field and inside sales strategies to create scalable growth and exceptional client outcomes.

Requirements

Bachelor's Degree preferred. Equivalent industry experience may be substituted.
5+ years of experience in: Health Insurance, Medicare, ACA Marketplace, Agency Development, Sales Leadership, Business Development.
3+ years managing or developing agents, agencies, or sales teams.
Active Health & Life Insurance License required.
Multi-state licensing preferred.
Leadership Competencies: Coaching and mentoring, Strategic planning, Change management, Accountability management, Team development.
Sales Competencies: Consultative selling, Cross-selling, Relationship building, Business development, Sales process management.
Technical Competencies: Salesforce CRM, Microsoft Office Suite, Reporting and analytics, Contact center technologies, Virtual training platforms.
Professional Competencies: Excellent verbal and written communication, Presentation and facilitation skills, Strong organizational skills, Analytical thinking, Problem-solving abilities, Project management capabilities.

Nice To Haves

Insurance contact center leadership.
Medicare or ACA telesales management.
Benefit navigation programs.
Sales coaching and performance management.
Independent agency distribution.
Carrier relationship management.
AHIP Certification preferred.
Carrier certifications preferred.

Responsibilities

Recruit, onboard, and develop new insurance agents and agency partners.
Conduct business development meetings and growth consultations.
Support expansion efforts across: ACA Marketplace, Medicare Advantage, Medicare Supplement, Ancillary Products, Group Benefits.
Develop strategic growth plans for agents and agencies.
Facilitate onboarding training programs for newly contracted agents.
Conduct one-on-one coaching and business development sessions.
Deliver training on: Sales strategies, Product knowledge, Compliance requirements, Technology platforms, Client retention, Cross-selling opportunities.
Develop personalized action plans to improve agent performance.
Mentor agents through all stages of business development.
Apply contact center best practices to improve: Sales productivity, Agent accountability, Lead management, Conversion rates, First Call Resolution (FCR), Customer experience, Retention outcomes, Cross-sell opportunities, Referral generation, Performance management.
Leverage knowledge of: Inbound sales operations, Outbound sales campaigns, Benefit navigation programs, Workforce management, Service level management, Forecasting and staffing models, Quality assurance programs, CRM adoption and utilization.
Conduct agent business reviews and performance assessments.
Analyze sales reports and production trends.
Recommend growth strategies and operational improvements.
Help agents build annual business plans.
Guide agencies on: Lead acquisition strategies, Marketing initiatives, Sales processes, Retention programs, Client engagement models, Referral generation.
Support agencies in increasing profitability and scalability.
Serve as the primary relationship manager for assigned agents and agencies.
Conduct recurring touchpoints and business reviews.
Build strong partnerships with: Agents, Agency owners, Carrier representatives, Community organizations, Strategic partners.
Foster long-term relationships that drive mutual growth.
Train agents on Keystone Advisors technology platforms.
Promote adoption of: Salesforce CRM, HealthSherpa, Spark, Carrier portals, KosmosDX solutions.
Support workflow optimization and automation initiatives.
Identify operational barriers and recommend solutions.
Ensure agents maintain all licensing and carrier certifications.
Reinforce compliance with: CMS regulations, HIPAA requirements, Carrier guidelines, Keystone Advisors policies.
Participate in quality reviews and audit processes.
Address compliance concerns proactively.