Agent Onboarding & Sales Enablement 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

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