Aardy

Client Partner

• Attend to chats, calls, and emails from customers (inbound requests).
• Help customers find the lowest priced policy that best serves their needs.
• Maintain and coordinate with Aardy to ensure your insurance license is valid at all times.
• Ensure name changes, address changes, or any other changes that affect your license are done timely.
• Successfully complete mandatory client manager training within your first 30 to 45 days of employment.

Client Manager, Licensed Insurance Agent

Operations

• Oversee the call center’s Quality Assurance program to ensure compliance with company standards and maintain exceptional service quality.
• Lead, coach, and support Team Leaders to drive performance and encourage collaboration and team success.
• Step in to assist on phones and chat during peak periods to maintain service levels.
• Support recruitment and onboarding by assisting in the hiring and training of new agents.
• Enforce company policies and procedures, providing coaching and documentation for performance or behavioral issues, and addressing disciplinary matters as appropriate.
• Develop weekly schedules, assist with forecasting, and monitor time management to ensure appropriate staffing, coverage, and adherence to attendance policies.
• Administer monthly bonus calculations, manage incentive programs, and cultivate a positive, engaging work environment that motivates and empowers team members.
• Monitor individual and team performance metrics and provide actionable insights for the Operations Director.
• Assist Team Leaders in managing customer escalations to ensure timely resolution and client satisfaction.
• Provide real-time guidance to agents experiencing basic technical issues to minimize downtime and maintain service continuity.
• Deliver exceptional care and service to every customer, every time!

Operations Supervisor

• Responsibilities: inbound chats, calls, and emails from customers.
• We do not cold call or solicit; no upsell; focus on finding the lowest priced policy that fits customer needs.
• Maintain and coordinate with Aardy to ensure license is valid at all times.
• Ensure name/address/license changes are updated in a timely manner.
• Complete mandatory client manager training within first 30 to 45 days of employment.