Afficiency

Account Manager

• Support the end-to-end onboarding of new distribution partners.
• Act as the "Internal Advocate" for our partners.
• Maintain a "Source of Truth" in HubSpot.
• Schedule and support training webinars.
• Harness the power of Excel to generate and analyze distribution trends.
• Keep a pulse on the independent life insurance landscape, monitoring competitor shifts.

Partnerships Associate

Customer Support

• Manage our inbound support requests regarding technical questions and life insurance application questions within our SLA time frame
• Verify new customers coverage and answer questions from the agent or producer regarding the application journey and process
• present policyholders with proof of insurance paperwork
• Recognize patterns in inquires for documentation and improvement
• Identify knowledge gaps and work with your manager to improve processes and grow the department
• Address agent escalations and carrier requests
• Support our development team in launching new insurance products as well as updates to our existing insurance platform by testing new products and functionalities.

Partnerships Associate

Client Support Specialist – Life Insurance