Posted 8 days ago
Agency Representative
AI Summary
The Agency Representative handles inbound and outbound inquiries from producers and internal partners regarding licensing, contracting, and commission/bonus payouts. This role processes calls and emails, educates agents on commission calculations and payment processes, completes ACH and wire transactions, and documents correspondence in systems.
About this role
We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.
Purpose:
The Agency Representative role is responsible for accurately fielding inbound and outbound inquiries regarding contracting of producers and commission/bonus payouts. The focus of this position is to resolve the customer’s inquiry in a timely and accurate manner while enhancing their service experience!Accountabilities:
Receives and processes incoming calls and emails from producers and internal partners, providing accurate information on the licensing and contracting processes and outstanding requirements.
Educates agents on commission payment process, including commission calculations, schedules and statement information as well as payment amounts and options.
Completes ACH and wire transactions for commission payouts, payout method changes, auditing commissions and emailing of commission statements for producers.
Formulates communications with customers through various channels (calls, emails, etc.) and adequately documents correspondence in systems.
Qualifications and Experience:
1+ years of customer service experience required, with experience in licensing and contracting or compensation areas within the Life Insurance or Annuity industry preferred.
Demonstrated understanding of insurance products and processes, particularly around Licensing, Contracting or Commissions, preferred.
Prior knowledge or experience with insurance contracts regulations is helpful.
Efficient verbal and written communications, with ability to explain sophisticated concepts and processes to a diverse customer base and seek to understand root cause analysis.
Proven track record of prioritizing multiple responsibilities and work in a time intensive customer service environment.
Bachelor's degree preferred, but not required.
Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene.
Athene is a Military Friendly Employer! Learn more about how we support our Veterans.
Athene is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.
Skills
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