Assistant Director of Key Accounts

Stellenbeschreibung:

Support assigned key accounts by responding to production, recruiting, and service requests
Coordinate solutions with internal teams to remove barriers to sales
Maintain and communicate production, recruiting, activation, and other performance metrics
Update tracking tools and provide reports when requested
Partner with recruiting teams to transition newly appointed agents into early production
Clarify expectations, connect agents to training, and monitor activation progress
Facilitate agent onboarding through registration for the agent portal and related tools
Troubleshoot access, credential, and navigation issues
Coach agents on sales and production fundamentals through individual support, group training, and follow-up
Mentor Recruiting Assistant Directors on sales and production processes
Plan, coordinate, and deliver recurring training webinars and live, in-person seminars
Serve as liaison between field and home office partners, including licensing/appointments, operations, technology support, and compliance
Escalate and resolve agent-impacting issues
Document common issues, solutions, and process improvements
Share updates with stakeholders to reduce repeat problems and improve the agent experience

Requirements

High school Diploma or equivalent (GED) required
College coursework or an associate degree preferred, but not required
Equivalent combination of education, training, and experience will be considered
3+ years of experience in insurance sales support, key account support, agency operations, recruiting support, field training, or a related role
Understanding of Medicare
Sales experience in the Medicare market
Experience supporting agent onboarding and appointment/activation processes, including resolving access and portal-related issues
Demonstrated ability to deliver training and coaching through webinars, group sessions, or one-on-one support
Experience tracking, analyzing, and communicating performance results, including production and recruiting metrics
Thorough knowledge of the insurance sales and agent lifecycle
Working knowledge of Medicare and related products, including Medicare Supplement/Medigap, Medicare Advantage, and Part D
Knowledge of Medicare enrollment periods (IEP, AEP, OEP, SEP) and common Part B and Part D late-enrollment penalties
Strong analytical and reporting skills
Excellent verbal and written communication, facilitation, and presentation skills
Demonstrated problem-solving and customer service mindset
Strong organization and project management skills
Proficiency with Microsoft Office (Excel, PowerPoint, Outlook)
Comfort learning new portals, CRMs, and reporting tools
Valid driver's license and ability to travel for in-person training, seminars, and meetings
Life and Health insurance license preferred
Reliable and predictable attendance of assigned shift
Ability to work full time and/or part time based on position specifications

Core Competencies

Demonstrates expertise in agent onboarding, training delivery, and performance tracking within the Medicare insurance market. Proficient in resolving access issues and facilitating communication between agents and internal teams to enhance the agent experience.