First Connect Insurance Services

Agent Support Specialist

First Connect Insurance Services

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $55,000 - $60,000 per year

About the role

  • Respond to agent inquiries via calls, live chats, and emails, providing accurate information and timely resolutions
  • Review and process carrier appointment requests, ensuring accuracy and compliance with carrier requirements
  • Communicate with carrier representatives to clarify discrepancies, resolve issues, and track appointment statuses
  • Maintain accurate records of communications and appointment activities in HubSpot CRM
  • Collaborate with internal teams to address agent concerns and streamline processes
  • Monitor open inquiries to ensure timely follow-ups and proactive issue resolution
  • Contribute to support resources, such as FAQs and process guides, to assist agents and improve workflows
  • Uphold service excellence by adhering to response time standards and delivering high-quality interactions

Requirements

  • 5+ years of experience in the insurance industry; experience in insurtech is preferred
  • Knowledge of P&C insurance carriers, appetites, and processes
  • Insurance license preferred but not required
  • Strong experience with databases, reporting, and tracking tools
  • Proficiency in MS Office (particularly Excel) and Google Suite
  • Excellent written and verbal communication skills
  • Strong organizational skills and attention to detail
  • Ability to manage multiple priorities in a fast-paced environment
Benefits
  • Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families
  • A 401(k) retirement plan, short- and long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP)
  • Work-From-Home Stipend – Employer-provided WFH equipment and an $85 monthly expense stipend to ensure you’re set up for success
  • Equity — This position is eligible for equity compensation
  • Training and Career Growth — Training and internal career growth opportunities
  • Flexible Time Off — You know when and how you should recharge
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
databasesreportingtracking toolsMS OfficeExcelGoogle Suite
Soft Skills
written communicationverbal communicationorganizational skillsattention to detailability to manage multiple priorities
Certifications
insurance license