Onboarding Specialist

Job Description

Job Description

Description : ABOUT US

ABOUT US

Agility Insurance Services, headquartered in Richardson Texas, is a National Field Marketing Organization (FMO) and a leader in Medicare and Health Insurance enrollment.

As part of the Agility Team, you will be joining a diverse, fun-loving team that takes great pride in what they do. We are professional, fast-paced, and service-centric.

Our goal is to ensure that your employment is meaningful, mutually beneficial, and enjoyable!

POSITION SUMMARY

The Onboarding Specialist is an integral member of the team. This position represents the energy and drive to consistently increase the company’s pool of professional insurance agents.

This employee maintains responsibility for recruiting partners, coordinating event attendance, and providing support to the company's partners, agents, and customers.

Requirements :

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following :

• Maximizes potential from outbound phone calls on a daily basis; initiates contact with potential independent insurance agents, medical groups, and business personnel.
• Accountable for initiating contact, creating interest, presenting an opportunity, and accurately requesting contracts on behalf of prospective agents.
• Responsible for setting appointments, registering agents for attendance events / training, and building a pipeline of potential partnerships.
• Supports company events and training by reaching out to candidates to fill attendance goals.
• Assists the Contracting department in reaching call metric goals, making follow up contact on outstanding contract issues, and agent acquisition.
• Portrays a positive company image and engaging in professional and friendly communications by actively listening to customer needs and inquiries to determine appropriate service actions
• Participates in continued training for Career Development and advancement within the company.
• Perform other duties as assigned

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• High School Diploma or General education degree (GED)
• Bilingual Spanish or Vietnamese
• 2-3 years of experience in an Outbound Call Center Environment
• Proficient in MS Office, specifically Excel, Word and PowerPoint
• Excellent oral and written communication skills
• Ability to work in a fast pace environment and take direction from Management
• Excellent customer relationship skills

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position.

Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.

To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently.

Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.

The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

Check us out! www.agilepeopleandpayroll.com or www.enrollinsurance.com Agility Insurance Services LLC provides equal employment opportunities to all applicants, without regard to unlawful considerations of or discrimination against race, religion, creed, color, nationality, sex, sexual orientation, gender identity, age, ancestry, physical or mental disability, medical condition or characteristics, marital status, or any other classification prohibited by applicable local, state or federal laws.

Agility Insurance Services LLC may obtain a 'consumer report' about you from a consumer reporting agency for employment purposes.

A 'consumer report is a background screening report that may contain information regarding your criminal history, driving history, and information about you.

Job Type : Full-time

Pay : $18.00 per hour

Language :

Spanish (Required)

Ability to Relocate :

Richardson, TX 75080 : Relocate before starting work (Required)

Work Location : In person