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Agency Manager

Alliant Insurance Services · Charlotte, NC, USA ·

Pay:
60.000 - 80.000
Job type:
Full Time

Company Overview
Medigap Life [MG] is part of the Alliant family of companies. Medigap life specializes in affordable Medicare Health Plans. Our agents are licensed in over 30 states and work with the nation's leading insurance carriers to help you find a plan that fits your needs. We are here to help you compare Medicare Supplements, Medicare Advantage, and Part D Prescription Drug plans.

Summary
Responsible for providing a wide variety of supervisor support services in support of the Insuractive business unit employees to promote the company's product portfolio and increase company revenue and profit; and work collaboratively with the Vice President, Insuractive in a variety of sales supervisory/management functions.

Essential Duties and Responsibilities
Sales Management & Agency Development
Work collaboratively with the Vice President, Insuractive in a variety of sales management functions including daily coaching and mentoring of Licensed Agents and direct report Supervisors; daily monitoring of Licensed Agent phone calls from their respective desks as well as silent monitoring. Assist Supervisors in developing staff and agency performance, provide mentorship, establish clear sales goals, and create marketing campaigns to drive results. Monitor performance metrics such as ACD, call abandonment, active rate, average talk time, applications sent, and sales completed. Oversee lead program—forecasting, budgeting, procedures, distribution, and improvement measures. Ensure compliance with approved sales practices and continuous improvement of agent efficiency.

Supervision
Direct supervision of Insuractive Licensed Agents and Supervisors. Responsibilities include assigning/checking work, planning and appraising job results, conducting annual performance reviews, coordinating scheduling, new hire orientation and training, and providing policy and operational leadership. Advise and support Licensed Agents on continuing education and certification requirements.

Program Operations/Administration
Coordinate and manage special projects required by insurance carriers and business partners, develop business plans, and manage action steps of multiple stakeholders. Facilitate business relationships with internal partners and external vendors; present at internal and external meetings; assist in developing Critical Success Indicators (CSIs) for key departmental initiatives.

General Management
Collaborate with senior staff to advance Insuractive and Senior Market Sales values and mission, provide strategic, policy, and operational leadership, and handle sales calls as needed. If supervising a location outside Omaha, Nebraska, manage day‑to‑day facility issues and maintenance for the off‑site office.

Agent Support Functions
Assist in promoting the company's product portfolio and support designated insurance products. Coordinate and participate in the implementation of special campaigns and tasks as assigned. Directly supervise assigned Insuractive Licensed Agents and Supervisors.

Qualifications
Education / Experience

High School Diploma or GED

Bachelor's Degree in marketing or related field

Five (5) or more years management/supervisory experience

Life and Health Insurance as well as Medicare experience

Prior Customer Service, Call Center or Insurance Sales supervisory experience

Strong verbal and written proficiencies in English and bilingual (Spanish and English)

Life and Health licensed or the ability to obtain a license within 90 days of employment

Skills

Active Life and Health Insurance license in resident state or ability to obtain one within 90 days

Working knowledge of insurance services industries and product lines assigned to Licensed Agents

Knowledge of general industry procedures, practices and terminology

Knowledge of insurance product lines

Knowledge of insurance accounting practices, systems, technology and related regulations

Knowledge of program and project management, quality assurance, and satisfaction measurement

Knowledge of supervisory techniques for instruction, motivation and training

Skill to supervise, motivate and train personnel

Skill in working effectively with company departments, internal marketing staff, home office personnel and agents

Skill in working effectively with inbound and outbound callers/customers

Skill in negotiating and problem solving to resolve conflicts

Skill in using office equipment (computer, fax, printer, telephone system, etc.)

Skill in time management and organization

Skill in maintaining effective relationships with customers, employees, and the public

Skill in project management

Proficient computer skills: Microsoft Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook

Ability to communicate effectively, orally and in writing, constructively

Ability to engage a wide range of personalities professionally and courteously

Ability to remain patient under frustration and demonstrate controlled emotional affect

Ability to persuade when appropriate

Ability to maintain high organization and attention to detail while remaining flexible with multiple urgent requests

Ability to read, write and communicate English effectively

Ability to uphold all company policies, including confidentiality and safety policies

Ability to contribute to team effort, work independently, exercise judgment, and execute decisions

Equal Opportunity Employment
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

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