About Assurance

Assurance IQ is a technology company headquartered in Seattle. We were acquired by Prudential (NYSE: PRU) to further the joint mission of improving financial wellness across the world.

Our team of world class software engineers, data scientists, and business professionals work every day to expand our product offerings and the reach of our platform. We simplify the complex world of insurance and financial services into straightforward, valuable solutions to improve people's lives. We start by asking customers a few questions, so our system can learn about their needs; from there, our ground-breaking, proprietary platform takes over and analyzes the thousands of data points that make customers unique. This is how we create custom-tailored plans for each customer; plans built precisely for their needs and budget. Our platform serves as the intersection between customer and seller, technology, and the human touch.

At Assurance, we are innovative, persevering, collaborative, calculated, and authentic, and we're working together to improve the lives of millions!

About the Position

A core part of what we’re building at Assurance is a large network of on-demand independent insurance agents who access our platform to connect with interested consumers.

This position is responsible for seeing new agents through from onboarding to success on the Assurance platform. This means the ideal candidate will thrive in a fast-paced environment where they are asked to wear multiple hats, be comfortable with change and working independently, and have a bias for action. This job requires an approach that welcomes challenges as exhilarating opportunities to overcome and achieve. Customer service, analytics, and communication skills will always be top of mind for you, as you’ll be working with agents in many stages of their life on the Assurance platform. This is ideal for an experienced Medicare agent that would like to use their Medicare background to build and support the agent community. 

Key Responsibilities:

• Act as an ambassador, relationship manager, primary point of contact, and Medicare expert for Independent Medicare Agents. You will spend most of your time (80%+) in an agent-facing capacity building relationships and providing real time, best-in-class support that ensures success.
• Nurture, build, and cultivate agent partnerships. Meet with individual agents to share the Assurance value proposition.
• Manage the day-to-day activities associated with the onboarding of new independent agents. Know and support new agents through the onboarding training steps. Schedule meetings and help manage calendars for agents being onboarded, along with supporting your Onboarding Success Manager’s schedules as needed.
• Help maintain and update documentation for the onboarding process.
• Support agents with weekly and/or daily calls. Regularly provide community messaging to help morale, keep agents up to date, and provide general agent support. Review any KPI’s or questions from agents on their performance and how to improve.
• Offer over-the-phone training or coaching to agents as needed. Direct agents to training and technical support on all related systems and applications where needed.
• Leverage marketing and sales tools to identify solutions to serve the agent community.
• Regularly pull reports from Salesforce, Looker (or similar BI tools) and monitor stages of the prospective agents to better determine where to focus efforts.
• Review current processes to determine if they are efficient and effective. Make recommendations for process improvements. Develop and participate in the implementation of new systems and processes.
• Resolve process-related, procedural problems, and inquiries. Manage & update operational procedures for various areas within Assurance.
• Develop relationships with targeted prospects to meet short-term and long-term sales objectives

To be successful in this role, you must possess:

• 3-5 years as a Medicare agent
• 1-2 years of experience as a community manager, operations coordinator, sales ops, or other similar role.
• Excitement around identifying challenges and implementing solutions.
• Excellent organizational skills.
• Strong interpersonal, oral, and written communication skills.
• Excellent customer service and community management skills.
• Excellent attention to detail within a fast-paced and entrepreneurial environment.
• Strong command of Microsoft Office and familiarity with Salesforce, applicant tracking software, project management software, and/or other business intelligence tools.
• Flexibility and willingness to learn and work on different tasks as needed.
• Ability to take initiative and manage multiple tasks and projects at a time. 

The following is highly desired:

• Prior experience in an administrative role in a startup or young company preferred.
• Experience working with on-demand networks preferred.
• Experience within a startup or a company that is scaling quickly preferred.