Agent Onboarding and Sales Specialist

Trove Group, Inc; Saint Louis Park (MN); On-site; USD 55,000 - 70,000; Full time

Job summary

Trove Group, Inc. seeks an Agent Onboarding Specialist to guide newly affiliated licensed agents from contracting to their first sales. You will coordinate with contracting, sales, and Workplace Growth Manager teams to keep each step moving and surface delays before they affect a case.

You will maintain onboarding records, schedule trainings, and help agents prepare for their first cases, ensuring a smooth transition into ongoing agent service while keeping all stakeholders informed.

Qualifications

• 3+ years in insurance agency operations, onboarding, or sales support.
• Experience with ACA/small group carrier appointments is helpful.
• Strong organizational and communication skills with multiple stakeholders.
• Ability to surface delays and maintain accurate onboarding records.

Responsibilities

• Guide new licensed agents through onboarding from paperwork to appointments.
• Track progress and ensure steps are completed before sales activity.
• Coordinate with contracting, sales, and Workplace Growth Manager teams.
• Schedule access, training, and meetings with Growth Managers.
• Maintain clear onboarding records, next steps, and follow-up dates.
• Identify bottlenecks and suggest process improvements.

Skills

Organizational skills

Communication

CRM systems

Cross-team coordination

Attention to detail

Follow-up discipline

Record-keeping

Tools

CRM systems

Carrier contracting portals

Job description

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 likeNew 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 ResponsibilitiesList, in order of importance, each job duty/ responsibility. It is recommended no more than 7 duties/responsibilities are listed, with no one responsibility being less than 10% of time spent.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 regulationsOther duties as assigned3 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