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• 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.

Highest-signal resume keywords

• Medicare Sales Experience
• Agent Onboarding Support
• Training Delivery and Coaching
• Performance Metrics Analysis
• Strong Communication Skills

Hard Skills

• Insurance Sales Support
• Performance Metrics Tracking
• Problem-Solving
• Project Management
• Analytical Skills

Soft Skills

• Customer Service Mindset
• Organization
• Facilitation Skills
• Presentation Skills

Certifications & Qualifications

• Life and Health Insurance License

Industry Keywords

• Medicare
• Medicare Advantage
• Medicare Supplement
• Medicare Enrollment Periods
• Agent Lifecycle

Tools & Technologies

• Microsoft Office
• CRMs
• Reporting Tools
• Agent Portal