Agent Support & Carrier Appointment Specialist

First Connect Insurance Services; California (MO); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical plans

Dental and vision insurance

401(k) plan with employer match

Disability & life insurance

WFH stipend and equipment allowance

Equity compensation

Career training and growth

Flexible time off

Job summary

First Connect Insurance Services seeks an Agent Support Specialist to deliver exceptional support to our independent agents and partners across calls, chats, and emails. You will help with carrier appointment processing, troubleshoot issues, maintain records, and collaborate with internal teams to improve workflows.

The role requires 3+ years in insurance, knowledge of P&C carriers, and proficiency with HubSpot CRM.

Qualifications

• 3+ years in the insurance industry, insurtech experience preferred.
• Knowledge of P&C carriers, appetites, and processes.
• Insurance license preferred but not required.
• Strong experience with databases, reporting, and tracking tools.
• Proficiency in MS Office (Excel) and Google Suite.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Respond to agent inquiries via calls, live chats, and emails, providing accurate information and timely resolutions.
• Review and process carrier appointment requests, ensuring accuracy and compliance with carrier requirements.
• Communicate with carrier representatives to clarify discrepancies, resolve issues, and track appointment statuses.
• Maintain accurate records of communications and appointment activities in HubSpot CRM.
• Collaborate with internal teams to address agent concerns and streamline processes.
• Monitor open inquiries to ensure timely follow-ups and proactive issue resolution.
• Contribute to support resources, such as FAQs and process guides, to assist agents and improve workflows.
• Uphold service excellence by adhering to response time standards and delivering high-quality interactions.

Skills

HubSpot CRM

MS Office/Excel

Google Suite

Insurance knowledge

Communication skills

Tools

Excel

Data reporting

Job description

First Connect Insurance Services seeks an Agent Support Specialist to deliver exceptional support to our independent agents and partners across calls, chats, and emails. You will help with carrier appointment processing, troubleshoot issues, maintain records, and collaborate with internal teams to improve workflows.

The role requires 3+ years in insurance, knowledge of P&C carriers, and proficiency with HubSpot CRM.