First Connect Insurance Services

Compensation

Full Description

Job Description: • 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 Requirements: • 5+ years of experience in the insurance industry; experience in insurtech is preferred • Knowledge of P&C insurance carriers, appetites, and processes • Insurance license preferred but not required • Strong experience with databases, reporting, and tracking tools • Proficiency in MS Office (particularly 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 Benefits: • Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families • A 401(k) retirement plan, short- and long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP) • Work-From-Home Stipend – Employer-provided WFH equipment and an $85 monthly expense stipend to ensure you’re set up for success • Equity — This position is eligible for equity compensation • Training and Career Growth — Training and internal career growth opportunities • Flexible Time Off — You know when and how you should recharge