Agency Development Specialist

Job Summary

The Agency Development Specialist supports and administers centralized agency development processes and efforts to explain and verify eligibility requirements, document validation, packet submissions, provide systems access, program enrollments, and other administrative onboarding tasks. Works closely with candidates, field leaders, and business partners on executing agency development processes. Supports manager and colleagues with general department duties, such as reporting, presentations, training, issue resolution, and other tasks as assigned. Participates in various projects and initiatives, including those related to onboarding, agency development, and distribution. In this role you will be making outbound calls to our agents to help drive sales, products and monitoring profitability. 

Location: Northeastern Zone 

• For this opportunity, the person will need to reside in the Northeastern part of the US.    This includes the following states: Kentucky, West Virginia, Virginia, Pennsylvania, New York, Vermont, New Hampshire, Maine, Massachusetts, Rhode Island, Connecticut, New Jersey, Delaware, or Maryland.  
• Hybrid if you live within 50 miles of our Warwick, RI or Hartford, CT office.

Essential Tasks

• Supports and administers agency development processes, such as packet submissions, document validation, system access requests and navigation, and other administrative tasks.
• Responsible for achieving assigned objectives including those related to efficiency, effectiveness, and execution.
• Works closely with candidates, field leaders, and business partners on a daily basis to execute assigned processes and other responsibilities, including inbound and outbound activity using various contact methods, such as emailing, calling, video conferencing, messaging, and other communication systems.
• Maintains up-to-date records of activity, interactions, and candidate statuses using approved systems and methods.
• Reports any system, process, or data issues in a timely manner.
• Utilizes tracking systems to monitor and record activities.
• Assists people leader with general duties and responsibilities, such as developing and updating reports, presentations, communications, and team activities.
• Provides updates on trends, results, tactics, and other aspects of the assigned responsibilities via presentations, spreadsheets, written communication, and other means as appropriate.
• Actively participates in and supports various projects, initiatives, and training opportunities as assigned.
• Collaborates with peers and people leader to research, identify, share, and implement processes and other enhancements to increase efficiency and effectiveness, improve candidate and field leader experiences, and achieve strategic objectives.
• Provides relevant intel, feedback, and best practices on processes, programs, vendors, and systems.
• Builds and maintains strong partnerships with colleagues.
• Assists people leader with training and developing peers.
• Maintains up-to-date knowledge of any relevant programs and processes.
• Performs other job duties as assigned.

Education & Career Experience Requirements

• High School Diploma or equivalent required. Bachelors degree preferred, preferably in business or related field.
• Three years experience in sales, recruiting, project management, and/or agency or customer facing positions required.
• Experience in recruiting, distribution models, and/or the insurance industry preferred.
• Possesses strong technical aptitude. Maintains up-to-date skills and knowledge through work experience and/or by continually participating in internal and/or external education, training, and development opportunities.
• Strong written, verbal communication and listening skills.
• Ability to work effectively individually and with others in a collaborative, virtual team environment. Possesses adaptability and flexibility to work in a fast-paced, dynamic environment.
• Demonstrated time management and priority setting skills.
• Proactively approaches responsibilities.

Physical Actions