Agent Solutions Coordinator (Hybrid - In Office 10 days/Month)

National Guardian Life Insurance Company; Madison (WI); Hybrid; USD 42,000 - 64,000; Full time

Job summary

National Guardian Life Insurance Company (NGL) is seeking an Agent Solutions Coordinator to support agents, agencies and funeral homes in a hybrid role requiring in-office presence about 10 days per month. You will handle calls, monitor queues, manage emails, and collaborate with teams across contracting, commissions, processing, and sales.

In this role you will strive for one contact resolution, document conversations in the CRM, promote incentive campaigns, and provide timely, friendly service

Qualifications

• Advanced customer service skills and empathy in all interactions.
• Excellent oral and written communication, including coaching callers to improve future interactions.
• Ability to quickly learn and maintain knowledge of preneed, final expense, and other insurance products.

Responsibilities

• Maintain 90%+ service levels on Agent Solutions lines and boxes.
• Provide friendly, thorough support to agents, partners, funeral homes and customers.
• Document conversations in CRM and ensure timely follow-up and escalation when needed.
• Respond quickly and professionally to all requests and concerns.
• Set and adjust coverage schedules to meet demand and ensure coverage during training.

Skills

Customer service

Communication

Phone support

Multitasking

Time management

Teamwork

Problem solving

Attention to detail

Tools

CRM software

Lead software

NGL portals

Job description

We are adding an Agent Solutions Coordinator! This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.

Who We Are:

Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.

NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer Employee Resource Groups for employees to get involved, learn, network, and offer professional and personal development opportunities.

With over 100 years of experience, our passion is to serve people. Learn more.

A Day in the Life:

The Agent Solutions Coordinator works in a business to business environment supporting the needs of NGL’s agents and key accounts consisting of agencies, funeral homes and sales organizations. Work consists primarily of handling incoming and outbound calls, supporting various email boxes and internal processing work. The work is highly collaborative, partnering directly with colleagues in various areas within NGL including but not limited to Contracting, Commissions, Processing, Claims, Sales and Legal. The Agent Solutions Coordinator strives for one contact resolution, responsibilities include having a working knowledge and understanding of NGL sales processes and materials, and being able to explain and promote various incentive campaigns, products, forms and processes to our business partners.

Primary Responsibilities:

• Maintain service levels of 90% or above on all Agent Solutions phone lines and service boxes
  • Maintain an Agent Support group service level of 90% or above with ability to set and adjust coverage schedule, as needed
  • Demonstrate schedule adherence through an individual adjusted service availability of 90% or above
  • Maintain an individual call quality score average of 85% while supporting the primary team phones lines
  • Ability to handle at least 60 contacts daily accurately and efficiently
  • Maintain one call resolution whenever possible
  • Take detailed and complete phone messages, as needed, for processing or follow up
  • Document all conversations with funeral homes, agents, and marketing partners in Customer Relationship Management tool
  • Be solution driven: elevate situations as needed while recommending a course of action
  • Advise team leadership of potential concerns, training opportunities, and trends as they are discovered
  • Utilize your resources effectively, be a good resource for your teammates working collectively to resolve questions and issues where needed in a timely manner
• Provide friendly, thorough support to our agents, marketing partners, funeral homes and customers, conveying sensitivity and professionalism in all communications.
  • Establish good working relationships with marketing partners, agents, and funeral homes that enhance their perspective of NGL through empathy, flexibility and appreciation of their concerns
  • Take ownership of all requests, showing the initiative to find the information needed, working with other departments as needed to offer resolutions
  • Resolve questions regarding licensing and contracting, commissions, new business, supplies, product/premiums, procedures, myNGLIC.com, reporting and compliance requirements
  • Maintain knowledge of all marketing partners, product variations and special handling situations
  • Work with other specialists and management to analyze and recommend solutions to difficult situations, problems or complaints that arise from our agents, marketing partners and funeral homes
  • Convey and support NGL requirements accurately to callers, helping them better understand why our requirements are necessary, and recognize when it is necessary to elevate the call based on tone, request or caller
  • Convey both internal and external empathy for situations, balancing the needs of NGL, the agent and customer in all interactions
  • Aware of key dates and seasons throughout the year such as month end, year end, contest end dates, and work in queues to help ensure marketing partner goals are met
  • Screen new agent leads and enter viable leads into lead software
  • Keep the team appraised of urgent case updates, escalated situations and important changes
• Administer and manage effective outbound support
  • Complete assigned outbound support duties in acceptable timeframes
  • Use knowledge of NGL New Business processes and procedures to evaluate pending applications and effectively communicate requirements to the agent
  • Use knowledge of NGL Customer Service and Processing processes and procedures to effectively communicate and follow-up on in-force policies as needed
  • Address and respond to questions and concerns from other departments in a professional and timely manner
  • Support other programs, projects and tasks as needed.
  • Provide sufficient documentation and tracking, depending on program procedures, to ensure others are able to understand the progress and status of all outbound programs
  • Initiate the Lead program in CRM for Sales team to follow up
  • Provide support via the various email boxes assigned to Agent Solutions
  • Respond quickly and professionally to all requests and concerns
  • Ensure information is properly documented and shared with team
  • Provide guidance to our agents to improve their interactions and success with NGL.
  • Provide feedback to agents and field managers and document appropriately
  • Provide immediate feedback and document appropriately
  • Know when to elevate and provide additional feedback to others for follow up/training
  • Provide complete, professional communications with all agents and employees of NGL.
• Actively monitor NGL processes, guidelines and agent tools that do not meet the needs of our agents and marketing partners and communicate suggestions to appropriate teams and departments. Work in conjunction with other teams and departments to review processes and procedures, including suggestions for training or other tools that improve partner support
  • Identify opportunities for improvement and suggestions to resolve needs, including internal processes and procedures, requirements, forms, workflow processes and other programs
  • Communicate all updates and changes with team, department and other areas, as appropriate
  • Follow/update team procedures/guidelines in place for follow up, availability and PTO to ensure proper phone coverage and equitable distribution of work
  • Present suggestions to appropriate individual, team or department and work with them on further development including conveying our customer needs, the need for flexibility and an understanding of the request from the funeral home or agent perspective
  • Work collaboratively with others to implement improvements and changes
  • Recommend updates for the agent portals and NGL software to ensure this is an accurate and valuable resource for all users
  • Recommend updates for forms and applications to improve ease of agent use

Schedule:

This is full-time hourly position. Hours for this position are: Monday - Thursday and 9:30am-6:00pm CST and 8:30a-5p on Fridays. Required three (3) days per week required in office during training and then two days per week once successful training is completed.

Essential to Your Success:

• Advanced customer service skills, conveying professionalism, flexibility and empathy in all interactions
• Excellent oral and written communication skills that convey confidence, including the ability to appropriately coach callers to improve future interactions
• Strong interpersonal skills and ability to transform negative interactions into positive ones
• Ability to quickly learn and maintain advanced knowledge of preneed, final expense, and other insurance products
• Strong ability to learn new things quickly and adeptly handle issues that arise even when unfamiliar
• Strong initiative with the ability to work under minimal supervision, to exercise good judgment and creatively solve problems or issues
• Ability to handle multiple tasks and work well under pressure
• Intermediate knowledge of NGL systems
• Excellent organizational skills and strong attention to detail
• Strong team and goal orientation with ability to work a flexible schedule to meet the requirements for service availability
• Advanced customer service skills, conveying professionalism,