Agent Services Representative

Americo Financial Life and Annuity; Saint Joseph (MO); On-site; USD 35,000 - 45,000; Full time

Job summary

Americo Financial Life and Annuity is seeking an Agent Services Representative to support agents and distribution partners. In this role, you'll manage inquiries, deliver knowledgeable service, and collaborate across departments to enhance agent experience.

The ideal candidate is relationship-oriented, possesses strong communication skills, and thrives in a team-oriented environment. An educational background in a relevant field is preferred, along with experience in customer service or insurance.

Qualifications

• Strong verbal and written communication skills with a polished service presence.
• Ability to learn and apply detailed product and regulatory information.
• 1+ years of customer service experience is preferred.

Responsibilities

• Provide professional service to Americo agents through various channels.
• Serve as a single point of contact for agent inquiries.
• Facilitate communication across departments to ensure agent needs are met.

Skills

Communication skills

Problem-solving

Multi-tasking

Attention to detail

Education

High school diploma or equivalent

Associate’s degree or equivalent work experience

Tools

Microsoft Office

CRM systems

Job description

Americo’s Agent Services (AGS) team serves as the primary point of contact for the agents and distribution partners who sell our life insurance and annuity products, and the Agent Services Representative plays a vital role in delivering the support experience that keeps our distribution channel strong. In this role, you will handle inbound phone calls and emails from agents and Independent Marketing Organizations (IMOs), resolve inquiries, facilitate business processes, and provide clear and knowledgeable communication to every distribution partner you serve.

This position is ideal for someone who enjoys building relationships, communicates with confidence and professionalism, and thrives in a fast‑paced, team‑oriented environment. As an Agent Services Representative, you will develop deep knowledge of Americo’s life insurance and annuity products, licensing and contracting processes, and distribution support workflows — and build a meaningful career with a company committed to supporting its agents for life.

Key Responsibilities

Agent & Distribution Partner Support

• Provide professional, knowledgeable, and responsive service to Americo agents and Independent Marketing Organizations (IMOs) through inbound phone, email, and written contacts.
• Serve as a single point of contact for agents who have questions or need assistance related to product knowledge, licensing and contracting, new business, commissions, agent debt, or underwriting.
• Research agent account information and clearly explain processes, requirements, available options, and next steps.
• Provide sales support including product and system information, running illustrations, placing orders, and assisting with application completion.
• Make proactive outreach calls to new and existing agents to strengthen relationships and encourage active selling of Americo products.
• Prepare written correspondence, documentation, and follow‑up communications as required.

Cross‑Departmental Facilitation

• Facilitate tasks and communication across internal departments — including Licensing, New Business, Commissions, and Underwriting — to ensure agent needs and service level commitments are met.
• Collaborate with internal partners to resolve complex agent inquiries and ensure issues are fully resolved in a timely manner.
• Serve as an advocate for the agent within Americo, tracking open items and following through until resolution.
• Accurately document interactions, requests, and outcomes within contact center systems and workflow processing tools.

Service Quality & Operational Performance

• Maintain high standards of quality, accuracy, and professionalism across every agent and distribution partner interaction.
• Handle a consistent volume of inbound phone calls and emails while meeting or exceeding established service level, quality, and productivity goals.
• Adhere to all company policies, compliance guidelines, and regulatory requirements governing agent services interactions.
• Demonstrate schedule adherence and reliability to support team staffing and service continuity.

Learning & Professional Development

• Actively participate in initial onboarding, product training, and ongoing professional development programs.
• Continuously build knowledge of Americo’s life insurance and annuity products, distribution processes, licensing and contracting requirements, and industry regulations.
• Embrace coaching, feedback, and performance conversations as opportunities for growth and improvement.
• Stay current with process changes, product updates, system changes, and service standards as they evolve.
• Contribute to a culture of continuous learning, team collaboration, and service excellence.
• Support a positive, professional, and team‑oriented workplace environment.
• Collaborate effectively with fellow representatives, team leaders, supervisors, and cross‑functional partners.
• Contribute to team initiatives, knowledge sharing, and efforts to improve the overall agent service experience.
• Represent Americo’s values and service standards in every interaction with agents, distribution partners, and internal colleagues.

Qualifications

Required Qualifications

• High school diploma or equivalent required.
• Strong verbal and written communication skills with a professional, polished service presence.
• Relationship‑oriented mindset with a genuine desire to help agents and distribution partners succeed.
• Ability to learn, retain, and apply detailed product, process, and regulatory information.
• Strong problem‑solving, critical‑thinking, and active listening skills.
• Ability to multitask, navigate multiple computer systems simultaneously, and manage time effectively.
• Attention to detail and commitment to accuracy in documentation, transaction processing, and follow‑through.
• Ability to remain calm, professional, and solution‑focused across a high volume of agent interactions.
• Comfortable working in a structured, in‑office, team‑oriented contact center environment.

Preferred Qualifications

• Associate’s degree or equivalent work experience.
• 1+ years of customer service, contact center, inside sales, or distribution support experience.
• Experience in insurance, financial services, or a regulated industry environment is a strong plus.
• Familiarity with insurance licensing, contracting, or commission processes is highly desirable.
• Experience navigating multiple computer applications or CRM systems simultaneously.
• Proficiency with Microsoft Office and general business software applications.