Agency Services Coordinator

Job Description :

Agency Services Coordinator

Primary Duties & Responsibilities

Job Summary

The Agency Services Coordinator functions as general client support for the Enterprise Leads Group. This role must understand agency expectations across all sales divisions to ensure outstanding service as they will serve as the liaison between the field agents and ELG operations. The role is generally varied and ranges in the daily duties frequently.

Primary Duties & Responsibilities

• Provide information about the benefits of our programs and campaigns
• Troubleshoot and resolve issues and concerns
• Document and update client records based on interactions
• Ensure all clients are promptly assisted
• Ensure all client-related communications (i.e. verbal, phone, email, etc.) are handled with excellence
• Prepare monthly reports regarding client feedback, strengths, weaknesses, and opportunities to better improve client experience
• Maintain updated and accurate client records
• Maintain intentional and thorough communication with internal partners
• Maintain client privacy, confidential, and sensitive information
• Work alongside team to develop, execute and monitor marketing initiatives and programs
• Collaborate and interact professionally with internal team members and potential and / or existing clients
• Exercise discretion in establishing priorities and evaluating needs
• Keep Manager advised of time-sensitive and priority issues, ensuring appropriate follow-up
• Routinely perform a wide variety of support duties, as assigned

Required Skills Knowledge, Skills, & Abilities

Applicable to all employees of Globe Life & Accident and its subsidiaries :

Required Knowledge & Experience Education & Work Experience required

Location : 3700 S. Stonebridge Dr., McKinney, Texas