Producer Support Manager - Houston, Texas

Agile People and PayrollHouston, TX
Hybrid

About The Position

Agility Insurance Services is a national Field Marketing Organization (FMO) dedicated to helping independent agents and agencies grow their businesses through industry-leading training, carrier partnerships, contracting support, marketing resources, and sales enablement. With a diverse portfolio that includes Medicare, ACA, Life, Supplemental, and Group products, Agility empowers insurance professionals to better serve their clients while expanding their opportunities for success. Our mission is to support agent growth through education, innovation, and personalized partnership, creating lasting value for both agents and the communities they serve.

Requirements

  • High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience
  • Prior customer service management experience
  • Proficient in MS Office, specifically Excel, Word and PowerPoint
  • Excellent oral and written communication skills
  • Familiar with current product lines and customer base
  • Excellent customer relationship skills
  • Must be bilingual (Spanish - required ) or Vietnamese
  • Must currently reside in the Houston, TX area
  • Must have at least 1 - 2 years of experience in the insurance industry
  • Must be willing to work in the office and be willing to travel within the Houston area to meet with partners.

Responsibilities

  • Works one-on-one with "top" Life and Health Insurance Producers, identifying their needs, managing accounts, and utilizing an in-depth working knowledge of the company's brands, systems, and processes to support their successes.
  • Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
  • Acquires and grows a working knowledge of the Life and Health insurance industry by keeping abreast of trends, opportunities, and marketing and enrollment systems.
  • Ensuring Producer Support representatives are achieving desired service levels through emails, phone calls and EI chat and taking corrective action as needed.
  • Communicates properly through a variety of omni channel methods.
  • Identifies new agent business opportunities, collaborates on overall tactical and strategic plans to secure agents interest.
  • Answering Producer Support questions, guiding them through difficult calls or issues, diffusing upset agents, and handling issues that cannot be addressed by representatives.
  • Directs and leads ongoing continuous improvement initiatives to provide consistent and sustainable processes and address representative service failures/agent concerns in a timely manner.
  • Completes required training (including, but not limited to, insurance licensing, contracting, and certification).
  • Working with escalated incoming and outgoing email(s), typing various documents, and entering detailed notations.
  • Accurately and consistently updates the company database with both agent and customer information.
  • Keeps meticulous notes in the system in order to quickly reconcile any discrepancies with agents, and/or representatives.
  • Maintains a clean workspace and takes responsibility for the general organization of the office and their workspace.
  • Complete work assignments independently; effective time management and organization to accomplish the work assignments and campaigns.
  • Perform other duties as assigned.

Benefits

  • Competitive compensation
  • 401 (K) retirement
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Paid Time Off (PTO)
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