Insurance Licensing Support Representative

Job Summary

Guiding aspiring insurance agents through the state licensing process, the remote Agent Concierge Representative will manage a pipeline of new hires, ensuring they are prepared for licensing exams while maintaining regular communication and providing progress updates.

Key responsibilities

• Assist 150-200 new hires through various stages of the licensing coursework
• Maintain detailed notes in MS Access and communicate state licensing requirements effectively
• Build rapport with new hires and agency partners through daily interactions via phone and text

Required qualifications

• High School Diploma or equivalent
• Prior work experience in a call or contact center is recommended
• Strong customer service skills, primarily via phone
• Intermediate MS Office skills, particularly in Excel and Access
• Ability to self-manage daily workflow in a multi-task environment