Agency Success Associate
Core
Enable independent insurance agents to successfully use the company's UI quoting platform to increase product quoting volume.
Role type
Agency Success Associate (Training & Technical Support)
Builds
Independent Agency channel quoting platform adoption and agent engagement
Domain
Insurance technology / SaaS
Deliverable
product features
Required skills
Group training facilitation, UI platform technical support, data analysis, customer service, issue troubleshooting
Preferred skills
Sales experience, tech-savviness
Technologies
UI quoting platform
Responsibilities
Drive independent agent engagement to increase monthly product quoting; Serve as technical lead for the UI quoting platform for the Independent Agency channel; Host daily/weekly training webinars; Provide customer service to agents; Troubleshoot and resolve agent issues
Seniority
Mid-level, hands-on IC