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Key Account Support:

  • Respond to production, recruiting, and service requests for strategic key accounts.
  • Track key performance metrics and communicate results to stakeholders.
  • Coordinate with licensing, operations, and compliance to resolve agent-impacting issues.

Agent Coaching and Training:

  • Guide new agents through early production and portal registration.
  • Coach agents on sales fundamentals through individual and group sessions.
  • Mentor Recruiting Assistant Directors on sales and field support best practices.

Reporting and Collaboration:

  • Maintain reporting tools to monitor activation and production progress.
  • Act as liaison between field teams and internal departments to resolve issues.
  • Document recurring issues and process improvements for efficiency.

Partner Company

The company partners with insurance agents to drive production and recruiting by providing operational support and training. Culture emphasizes remote work, collaboration, and professional development, though team size is not disclosed.

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