AIS Insurance

Customer Support

• Support Sales Representatives: Serve as a direct resource for Sales Reps, handling new business inquiries, completing applications, and providing coverage when Reps are unavailable.
• Guide Clients Through the Purchase Process: Build rapport with prospective customers, gather the information needed to move their application forward, and deliver a smooth, professional buying experience.
• Quote New Business: Run accurate insurance quotes across multiple carriers for new customers, clearly presenting coverage options and helping clients understand the products that best fit their needs.
• Complete Applications: Prepare, submit, and follow up on new policy applications, ensuring all required documentation and information are collected accurately and on time.
• Educate and Advise: Explain coverage options, discounts, and policy features to help clients make informed decisions — with a focus on finding the right fit, not just the fastest close.
• Meet Performance Goals: Consistently achieve KPI benchmarks, including % of Binds and Contacts Handled, in line with company expectations.
• Stay Queue-Ready: Maintain availability and manage phone states appropriately to ensure clients and Sales Reps receive prompt, professional support throughout the day.

Sales Support Specialist

Manager

• Identify, evaluate, and prioritize new business opportunities (distribution partners, lead sources, affinity programs, agencies, AI-enabled partners and platforms and emerging channels) that align with AIS growth objectives.
• Build and maintain a robust opportunity pipeline, including initial outreach, qualification, business case development, and deal execution.
• Develop and present business cases and proposals, including projected volume, conversion, ROI, and operational impacts.
• Negotiate and implement partnership agreements, working with Legal, Compliance, and Finance as needed.
• Serve as the primary point of contact for assigned partners and accounts, ensuring strong, long-term relationships.
• Conduct regular performance reviews with partners (volume, quality, conversion, revenue, customer experience) and drive joint action plans to improve results.
• Coordinate marketing and campaign activity with partners and AIS Marketing to support acquisition goals.
• Own financial and operational performance for assigned channels and accounts, including tracking results against volume, revenue, and profitability targets.
• Champion AIS and Mercury values and brands in all external interactions and internal collaborations.

Sales Support Specialist

Manager – Strategic Partner Relationships