Our Client is one of the United States’ largest insurers, providing a wide range of insurance and financial services products with gross written premiums well over US$25 Billion (P&C). They proudly serve more than 10 million U.S. households with more than 19 million individual policies across all 50 states through the efforts of over 48,000 exclusive and independent agents and nearly 18,500 employees. Finally, our Client is part of one the largest Insurance Groups in the world.
About the Role
As part of our Agent Lifecycle team, you’ll be at the heart of maintaining strong, compliant relationships with our Independent Agents across multiple business units, including Foremost Choice, Foremost Signature, and Bristol West. This role is ideal for someone who thrives in a dynamic environment, enjoys solving complex problems, and is passionate about delivering exceptional service.
You’ll manage the full lifecycle of agent relationships, from onboarding and contracting to offboarding and ongoing maintenance, ensuring accuracy, compliance, and a seamless experience for both internal and external stakeholders. If you’re detail-oriented, customer-focused, and eager to contribute to process improvements, this is a great opportunity to grow your career in a collaborative and impactful team.
Key Responsabilities
* Process requests of varying complexity related to agent contracts, commission schedules, licenses, appointments, product authority, system access, and terminations.
* Prioritize work items from queues based on service level agreements.
* Ensure compliance with internal procedures and regulatory standards.
* Communicate effectively with stakeholders to gather missing information and resolve issues.
* Update internal systems to reflect work activity and customer interactions.
* Support large account and network requests, including direct contact and meetings with accounts.
* Recommend and help implement process and system improvements to enhance efficiency and customer experience.
* Identify and report system defects; support testing of transactions as assigned.
* Handle inbound calls and provide high-quality service across channels.
* Meet department standards for service quality, volume, and efficiency.
* 2–3 years of service-related experience.
* Strong customer service and problem-solving skills (4–6 years).
* Excellent verbal and written communication skills (4–6 years).
* Self-motivated and detail-oriented.
* Proficiency in:
o Power BI (entry level)
o Excel (entry level)
o Microsoft Office Suite (entry level)
o ACE system (entry level)
* Ability to work independently and collaboratively in a fast-paced environment.
* Commitment to continuous improvement and learning.
Benefits
1. Competitive salary and performance-based bonuses
2. Comprehensive benefits package
3. Career development and training opportunities
4. Flexible work arrangements (remote and/or office-based)
5. Dynamic and inclusive work culture within a globally renowned group
6. Private Health Insurance
7. Pension Plan
8. Paid Time Off
9. Training & Development
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