Afficiency

• Support the end-to-end onboarding of new distribution partners. • Act as the "Internal Advocate" for our partners. • Maintain a "Source of Truth" in HubSpot. • Schedule and support training webinars. • Harness the power of Excel to generate and analyze distribution trends. • Keep a pulse on the independent life insurance landscape, monitoring competitor shifts.

• Manage our inbound support requests regarding technical questions and life insurance application questions within our SLA time frame • Verify new customers coverage and answer questions from the agent or producer regarding the application journey and process • present policyholders with proof of insurance paperwork • Recognize patterns in inquires for documentation and improvement • Identify knowledge gaps and work with your manager to improve processes and grow the department • Address agent escalations and carrier requests • Support our development team in launching new insurance products as well as updates to our existing insurance platform by testing new products and functionalities.

This is a great opportunity to build and grow responsibility over time with a fast-growing organization, while working cross functionally and gaining experience in multiple areas. This role is client-facing, working to grow our field support function by supporting life insurance sales through agents and their carriers across the United States. Aid in responding to and resolving inquiries from our partners Support, communicate with, and assist clients while responding to queries and software issues Efficiently resolve incoming customer issues via live chat and tickets in an empathetic manner