Agent Onboarding Specialist (SD)

Posted:
8/6/2024, 5:00:00 PM

Location(s):
Florida, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Sales & Account Management

Our associates celebrate lives. We celebrate our associates.

Consider the possibilities of joining a Great Place to Work!

The Agent Onboarding Specialist is responsible for supporting the Agent Onboarding Manager throughout the process of licensing for pre-need sales agents. This role will have close ties to the administration process and teams various carriers the company works with ensuring seamless onboarding, licensing and appointment process.

JOB RESPONSIBILITIES 

  • Develop and maintain close ties to carrier administration team to ensure timely processing of agent appointment
  • Track status of agent appointment processing from background checks to course enrollment, application, and carrier on boarding
  • Ensure systems readiness post onboarding to prevent delays for PN sales
  • Develop tracking for any continuing education requirements to keep agent licensing active
  • Support and facilitate onboarding events during new state launches
  • Maintain schedule for proctored courses and exams where applicable
  • Partner with Sales Development and Human resources for a cohesive overall onboarding employee experience
  • Facilitate and provide support for agent license renewals
  • Support other operational activities as needed

MINIMUM Requirements

Education

  • Bachelor’s degree preferred

Experience

  • Minimum 5 years of experience in high touch customer environment.

Knowledge, Skills and Abilities

  • Advanced or expert-level skill in using Microsoft Office (Word, PowerPoint, Excel, etc.)
  • Excellent written and verbal communication skills
  • Creative problem solving skills and resourcefulness
  • Strong cross functional collaboration, facilitation and negotiation skills
  • Demonstrated strong leadership and collaboration skills
  • Attention to detail and ability to complete projects on time
  • Medical*Dental*Vision*Flexible Spending Accounts (health care and dependent care)*Health Savings Account with Company Contribution*Sick Leave*Short-Term Disability*Long-Term Disability*Life Insurance*Voluntary Accidental Death or Dismemberment Insurance*Dependent Life Insurance*SCI 401(k) Retirement Savings Plan with Company match*Employee Assistance Program

Work CONDITIONS

Work Environment

  • Work indoors during all seasons and weather conditions
  • Comply with corporate dress code policy
  • In office position with flexibility for Teleworking twice per week

Work Postures

  • Sitting continuously for many hours per day, up to 6 hours per day; May climb stairs to access buildings frequently

Physical Demands

  • Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

Work Hours

  • Working beyond “standard” hours as the need arises
  • Pay: $30 per hour

Postal Code: 33317

Category (Portal Searching): Operations

Job Location: US-FL - Plantation