California Licensed Agent Success Advisor

A company is looking for an Agent Success Advisor to provide support and resources to agents during the onboarding process. Key Responsibilities: Deliver best-in-class customer service focused on first call resolution Document, process, and complete agent requests accurately and timely Assist agents with carrier contract submission and train them on internal systems Required Qualifications, Training, and Education: Proficient in Microsoft Suite, Google Suite, and Outlook Experience with data entry and workflow management systems Comfortable in a paper-less, electronic document-based environment Ability to adhere to HIPAA and PHI guidelines Experience in a customer service role, preferably in a call center environment

Apr 7, 2025 - 13:10

A company is looking for an Agent Success Advisor to provide support and resources to agents during the onboarding process. Key Responsibilities: Deliver best-in-class customer service focused on first call resolution Document, process, and complete agent requests accurately and timely Assist agents with carrier contract submission and train them on internal systems Required Qualifications, Training, and Education: Proficient in Microsoft Suite, Google Suite, and Outlook Experience with data entry and workflow management systems Comfortable in a paper-less, electronic document-based environment Ability to adhere to HIPAA and PHI guidelines Experience in a customer service role, preferably in a call center environment