Agency Customer Success Representative - Life and Health

As an Agency Customer Success Representative with the Life and Health team at AWL you will help with the operations of the agency and policy sales business. This role will work closely with sales, agency operations, and our clients directly to assist our clients getting insurance coverage in place, ensure satisfaction, address client questions upon enrollment, as well as serve as the clients first point of contact on service inquiries throughout the policy life. You will also support the Agency Operations Manager and other agency operations and leadership with day-to-day management of the business as necessary. This is a remote role.

General Responsibilities

Maintain up-to-date policy status

Conduct welcome call on all new business

Follow-up on pending carrier requirements and documentation

Receive inbound service calls and emails and work as necessary

Refer renewal and cancel save opportunity to retention or sales as necessary

Work with Sales and Agency Operations leadership to meet strategic goals and execution requirements

Requirements

Superior organization skills

General Lines Life and Health Insurance License

Excellent customer service skills

Proven track record of achieving objectives

Excellent listening and comprehension skills with attention to detail

Ability to develop mastery of product knowledge and application process details

Excellent computer skills

Strong desire to win in the marketplace and achieve excellent results against challenging goals

Experience in Sales a plus

AWL (All Web Leads, Inc.) is one of the most successful customer acquisition marketing companies in the US. Simply put, we help our customers acquire customers for the US insurance industry. Our amazing team of nearly 1,000 talented and successful professionals use internet marketing strategies to turn consumer interest in insurance products into policy sales for the world’s largest insurance carriers and more than 30,000 of their agents. We are Austin-born, and our growth from a 2-person startup in 2005 to a highly profitable business has been a remarkable journey. We are a tight-knit team with a fast-paced, energetic, and entrepreneurial company culture. We have been ranked an Austin Best Place to Work over 10 times by Austin Business Journal, Austin Statesman, Built-in and Glassdoor! AWL fosters a vibrant, dynamic work culture built on trust, data, technology, passion, collaboration, and winning, where employees want to engage and be impactful. We provide competitive pay, outstanding benefits, and a fabulous, fun, collaborative environment that allows our people to be their best.