Remote Team Success Specialist – Insurance Ops

Advisor Group; Oregon; Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Team Success Specialist for its Highland Capital Brokerage arm, offering a remote/hybrid role with Birmingham as a location. The position emphasizes coaching teams, improving customer experience, and aligning with department objectives.

Requires 3–5 years in customer support or operations, strong communication, and the ability to adapt to changing priorities. Benefits include health, vision, dental, 401k, PTO, and volunteer days.

Qualifications

• 3–5 years of customer support or related experience.
• Strong knowledge of processes and impact on the customer.
• Ability to cope with frequent changes and high-pressure environments.
• Excellent written and verbal communication skills with attention to detail.

Responsibilities

• Partner with management to review and improve processes and workflows.
• Improve customer experience by incorporating customers into service strategy.
• Coach teams to drive advisor satisfaction, service quality, and productivity.
• Serve as a key contact to leaders, representing process and service details.

Skills

Customer service

Communication skills

Adaptability

Organizational skills

Team collaboration

Education

Bachelor's degree preferred

HS Diploma or GED

Tools

Salesforce

Paperclip

Highland Brokerage

Agency Integrator

Job description

Osaic is seeking a Team Success Specialist for its Highland Capital Brokerage arm, offering a remote/hybrid role with Birmingham as a location. The position emphasizes coaching teams, improving customer experience, and aligning with department objectives.

Requires 3–5 years in customer support or operations, strong communication, and the ability to adapt to changing priorities. Benefits include health, vision, dental, 401k, PTO, and volunteer days.