Agent Onboarding and Sales Specialist

TROVE GROUP INC; Saint Louis Park (MN); On-site; USD 36,000 - 54,000; Full time

Job summary

Trove Group is seeking an Agent Onboarding Specialist to support newly affiliated licensed agents at the St. Louis Park, MN office, guiding them from contracting to first successful sales.

You will coordinate with contracting, sales, and Workplace Growth Manager teams to keep each step moving and maintain clear records. The role requires strong organization, responsiveness, and the ability to surface delays before they affect cases, while keeping teams aligned and informed during onboarding and

Qualifications

• 3+ years of experience in insurance agency operations or related roles.
• Familiarity with ACA and small group carrier appointments.
• Strong organizational and multi-agent management skills.
• Experience with CRM systems and contracting portals.

Responsibilities

• Guide new licensed agents through onboarding from paperwork to first cases.
• Track progress and confirm steps are completed before sales activity.
• Coordinate with contracting on affiliation and appointment submissions.
• Schedule access, training, and meetings with Workplace Growth Managers.
• Help agents prepare for first cases with quoting and enrollment support.
• Maintain onboarding records, next steps, and follow-up dates.
• Stay in touch after onboarding to resolve issues and support ongoing service.
• Identify bottlenecks and recommend onboarding process improvements.
• Ensure compliance with all applicable laws and regulations.
• Other duties as assigned.

Skills

Organizational skills

Communication skills

CRM systems

Attention to detail

Tools

CRM software

Job description

Job Details: Job Location: Trove MN St Louis Park office - St. Louis Park, MN 55416, Position Type: Full Time, Salary Range: $26.26 - $39.40 Hourly, Travel Percentage: None, Job Shift: Day, Job Category: Insurance, Trove Group is seeking an Agent Onboarding Specialist to help newly affiliated licensed agents move from contracting to their first successful sales. This person will be the agent’s primary point of contact during onboarding, coordinating with our contracting, sales, and Workplace Growth Manager teams to keep each step moving.

The right candidate is organized, responsive, and comfortable following up across multiple teams. They can make a complex process feel clear to an agent while keeping accurate records and surfacing delays before they affect a case.

What success looks like

New agents understand their next step, complete the required contracting and appointment process, connect with a Workplace Growth Manager, and receive practical support through their first cases. Internal teams have a reliable view of each agent’s status, and fewer opportunities stall because of missed handoffs.

Primary Duties and Responsibilities

• Guide new licensed agents through Trove’s onboarding process, from initial paperwork and contracting through carrier appointments, training, and first cases.
• Track each agent’s progress and confirm that required steps are completed before the agent begins applicable sales activity.
• Coordinate with the contracting team on Trove affiliation and appointment submissions for ACA and small group carriers; follow up on outstanding items and communicate status to agents and sales leaders.
• Schedule platform access, introductory training, and meetings with Workplace Growth Managers so agents know where to find support and how to bring in opportunities.
• Help agents prepare for their first cases by connecting them with the right people for quoting, product questions, enrollment support, and case submission.
• Maintain clear onboarding records, next steps, and follow-up dates so agents and internal teams can see where each agent stands.
• Stay in touch beyond the first sale to resolve onboarding issues, reinforce available resources, and support a smooth transition into ongoing agent service.
• Identify recurring bottlenecks and recommend improvements to the onboarding process.
• Compliance with all applicable laws and regulations
• Other duties as assigned

Qualifications

• 3 plus year experience in insurance agency operations, agent onboarding, carrier contracting, sales support, or a related role.
• Familiarity with health insurance distribution; experience with ACA and small group carrier appointments is especially helpful.
• Strong organizational skills and the ability to manage many agents at different stages of onboarding.
• Clear, timely communication and a service mindset with both agents and internal teams.
• Comfort using CRM systems, shared trackers, and carrier or contracting portals.
• Sound judgment about when to resolve an issue directly and when to involve contracting, sales leadership, or compliance