Producer Support Specialist - Bilingual (Spanish) Houston, TX

Agile People and Payroll•Houston, TX

1d•Onsite

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. As a Producer Support Specialist, you’ll be the heart of our relationship with insurance agents, providing personalized support and ensuring smooth, timely interactions. You will work closely with our agents to understand their needs, resolve challenges, and help them succeed. Your role will be pivotal in fostering lasting partnerships while collaborating across departments to deliver seamless solutions. If you are passionate about making an impact through exceptional customer service and problem-solving, this role is for YOU!

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 experience with customer service a plus
Proficient in MS Office, specifically Excel, Word and PowerPoint
Excellent oral and written communication skills
Must be bilingual (Spanish-Required)
Must reside in the Houston, Texas area
Must be able to work in the office

Nice To Haves

Familiar with current product lines and customer base, DESIRED
Insurance Agent License- Desired, not required!

Responsibilities

Manage and resolve a high volume of calls with efficiency, compassion, and a solution-oriented mindset.
Handle a variety of challenges, from resolving service issues to helping producers with the resources they need to thrive in their roles.
Proactively approaching daily responsibilities will ensure that our agents get the support they need, on time, every time.
Engage with agents across multiple communication channels, from phone calls to emails and live chats, providing consistent, friendly, and efficient support every step of the way.
Answer questions or provide any troubleshooting to make the process as easy and seamless as possible for our partners.
Works one-on-one with Life & 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.
Acquires and grows a working knowledge of the Life & Health Insurance industry by keeping abreast of trends, opportunities, and marketing and enrollment systems.
Participates in an environment that fosters a positive, motivated, and challenging customer service-oriented team that promotes ongoing continuous improvement initiatives.
Communicates proactively with senior leadership on the performance of agent service strategies and programs.
Completes required training (including, but not limited to, insurance licensing, contracting, and certification)
Follows office procedures such as answering phones, utilizing scripts, dealing with incoming and outgoing emails, 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 to quickly reconcile any discrepancies with agents and/or customers.