Description
Our Role
As part of our Agent Lifecycle team, you'll be at the heart of maintaining strong, compliant relationships with our Independent Agents across multiple business units, including Foremost Choice, Foremost Signature, and Bristol West.
About the Role
You'll manage the full lifecycle of agent relationships, from onboarding and contracting to offboarding and ongoing maintenance, ensuring accuracy, compliance, and a seamless experience for both internal and external stakeholders.
Key Responsibilities
- Process requests of varying complexity related to agent contracts, commission schedules, licenses, appointments, product authority, system access, and terminations.
- Prioritize work items from queues based on service level agreements.
- Ensure compliance with internal procedures and regulatory standards.
- Communicate effectively with stakeholders to gather missing information and resolve issues.
- Update internal systems to reflect work activity and customer interactions.
- Support large account and network requests, including direct contact and meetings with accounts.
- Recommend and help implement process and system improvements to enhance efficiency and customer experience.
- Identify and report system defects; support testing of transactions as assigned.
- Handle inbound calls and provide high-quality service across channels.
- Meet department standards for service quality, volume, and efficiency.
Requirements
- 2–3 years of service-related experience.
- Strong customer service and problem-solving skills.
- Excellent verbal and written communication skills.
- Self-motivated and detail-oriented.
- Proficiency in Power BI, Excel, Microsoft Office Suite, and ACE system.
Benefits
This position comes with a competitive compensation and benefits package, including a salary, performance-based bonuses, comprehensive benefits, career development and training opportunities, flexible work arrangements, and a dynamic and inclusive work culture within a globally renowned group.