Bilingual Platinum Specialist

Primerica

11d•Hybrid

About The Position

The Platinum Specialist is responsible for partnering with assigned Top Producers from our sales force to assist them in growing their business from the perspective of Home Office processing and knowledge transfer. The Specialist primary duties is to act as the primary liaison between the individual and the Home Office to resolve issues, expedite processing, minimize and/or avoid processing delays and answer all Insurance-related questions. This position works closely with management to make recommendations to improve the Field’s experience overall with the Home Office. This is hybrid position, that requires 3 days onsite in the Duluth, Georgia office and 2 days working remotely weekly.

Requirements

Bachelor’s Degree or equivalent work experience in Insurance Industry
Bi-lingual (English/Spanish) is preferred
Life License required or obtained within 60 days of hire
Knowledge of Insurance Operations
Excellent writing, presentation, communication and coaching skills
Excellent organizational skills
Excellent problem solving/analysis skills
Excellent interpersonal skills
Ability to manage multiple priorities and prioritize appropriately
Ability to quickly and efficiently adapt to changes in procedures or policies
Able to perform assigned tasks within the specified time frames and meet quality expectations
Able to work with various key personnel and management in order to better serve the top producers

Nice To Haves

Experience in sales or business ownership a plus

Responsibilities

Develop and maintain relationships with Top Producer members
Consistently excel in service expectations
Provide support to the members in all aspects of Life Operations, including Compensation and Licensing
Act as an advocate for the members’ cause
Represent Field’s interest in company meetings
Relate to business owners and the sales mentality
Work independently with little direction
Think outside the box
Acts as an Subject Matter Expert in all areas of Life Insurance Operations
Answers telephone inquiries
Research and problem-solve issues
Mentor new associates
Represent unit in staff meetings for improvement opportunities and processing gaps
Prepare and analyze business
Analyze types of calls to determine if there is an opportunity for improvement and offer recommendations
Remain current on all policies and procedures