Agent Support Specialist

First Connect Insurance Services

Seattle, WA

JOB DETAILS
SKILLS
Communication Skills, Database Technology, Detail Oriented, Frequently Asked Questions (FAQ), Health Plan, Identify Issues, Insurance, Maintain Compliance, Microsoft Excel, Microsoft Office, Multitasking, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Quality of Care, Record Keeping, Service Level Agreement (SLA), Time Management
LOCATION
Seattle, WA
POSTED
3 days ago

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers and the optionality necessary to grow their businesses. Agents can work with over 130 carriers, selling various insurance policies, including home, auto, small business, and more. We're on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. We've got thousands of active agents with hundreds joining monthly and we plan to accelerate our growth.The Role: The Agent Support Specialist is responsible for delivering exceptional support to First Connect insurance agents and partners through various communication channels, including calls, chats, and emails. This role also involves assisting with carrier appointment processing, ensuring agents have a seamless experience. Day-to-day responsibilities include responding to agent inquiries, troubleshooting issues, and facilitating carrier appointment workflows. The Specialist will maintain accurate records, collaborate with internal teams, and ensure timely follow-ups while adhering to service level agreements. Additionally, the role requires staying updated on carrier-specific requirements and proactively identifying opportunities to enhance the agent experience.What You'll Do: Respond to agent inquiries via calls, live chats, and emails, providing accurate information and timely resolutionsReview and process carrier appointment requests, ensuring accuracy and compliance with carrier requirementsCommunicate with carrier representatives to clarify discrepancies, resolve issues, and track appointment statusesMaintain accurate records of communications and appointment activities in HubSpot CRMCollaborate with internal teams to address agent concerns and streamline processesMonitor open inquiries to ensure timely follow-ups and proactive issue resolutionContribute to support resources, such as FAQs and process guides, to assist agents and improve workflowsUphold service excellence by adhering to response time standards and delivering high-quality interactionsWhat You'll Bring: 3+ years of experience in the insurance industry; experience in insurtech is preferredKnowledge of P&C insurance carriers, appetites, and processesInsurance license preferred but not requiredStrong experience with databases, reporting, and tracking toolsProficiency in MS Office (particularly Excel) and Google SuiteExcellent written and verbal communication skillsStrong organizational skills and attention to detailAbility to manage multiple priorities in a fast-paced environmentFirst Connect treats its team members with the same level of dedication and care as we do our customers, which is why we're fortunate to provide our team with:Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their familiesA 401(k) retirement plan, short- and long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP)Work-From-Home Stipend – Employer-provided WFH equipment and an $85 monthly expense stipend to ensure you're set up for successEquity — This position is eligible for equity compensationTraining and Career Growth — Training and internal career growth opportunitiesFlexible Time Off — You know when and how you should rechargeThe base pay range for the role is $55,000 – $60,000. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, location, business needs, and market demands.First Connect is an equal-opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion.Applicants are considered solely based on their qualifications, without regard to an applicant's disability or need for accommodation. Any First Connect applicant who requires reasonable accommodations during the application process should contact the First Connect People Team to make the need for an accommodation known.#J-18808-Ljbffr

About the Company

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First Connect Insurance Services