Agent Solutions Coordinator (Hybrid - In Office 10 days/Month)

We are adding an Agent Solutions Coordinator! This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.
Who We Are:
Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.
NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer Employee Resource Groups for employees to get involved, learn, network, and offer professional and personal development opportunities.
With over 100 years of experience, our passion is to serve people. Learn more.
A Day in the Life:
The Agent Solutions Coordinator works in a business to business environment supporting the needs of NGL’s agents and key accounts consisting of agencies, funeral homes and sales organizations. Work consists primarily of handling incoming and outbound calls, supporting various email boxes and internal processing work. The work is highly collaborative, partnering directly with colleagues in various areas within NGL including but not limited to Contracting, Commissions, Processing, Claims, Sales and Legal. The Agent Solutions Coordinator strives for one contact resolution, responsibilities include having a working knowledge and understanding of NGL sales processes and materials, and being able to explain and promote various incentive campaigns, products, forms and processes to our business partners.
Primary Responsibilities:
Maintain service levels of 90% or above on all Agent Solutions phone lines and service boxes
Maintain an Agent Support group service level of 90% or above with ability to set and adjust coverage schedule, as needed
Demonstrate schedule adherence through an individual adjusted service availability of 90% or above
Maintain an individual call quality score average of 85% while supporting the primary team phones lines
Ability to handle at least 60 contacts daily accurately and efficiently
Maintain one call resolution whenever possible
Take detailed and complete phone messages, as needed, for processing or follow up
Document all conversations with funeral homes, agents, and marketing partners in Customer Relationship Management tool
Be solution driven: escalate situations as needed while recommending a course of action
Advise team leadership of potential concerns, training opportunities, and trends as they are discovered
Utilize your resources effectively, be a good resource for your teammates working collectively to resolve questions and issues where needed in a timely manner
Provide friendly, thorough support to our agents, marketing partners, funeral homes and customers, conveying sensitivity and professionalism in all communications.
Establish good working relationships with marketing partners, agents, and funeral homes that enhance their perspective of NGL through empathy, flexibility and appreciation of their concerns
Take ownership of all requests, showing the initiative to find the information needed, working with other departments as needed to offer resolutions
Resolve questions regarding licensing and contracting, commissions, new business, supplies, product/premiums, procedures, myNGLIC.com, reporting and compliance requirements
Maintain knowledge of all marketing partners, product variations and special handling situations
Work with other specialists and management to analyze and recommend solutions to difficult situations, problems or complaints that arise from our agents, marketing partners and funeral homes
Convey and support NGL requirements accurately to callers, helping them better understand why our requirements are necessary, and recognize when it is necessary to escalate the call based on tone, request or caller
Convey both internal and external empathy for situations, balancing the needs of NGL, the agent and customer in all interactions
Aware of key dates and seasons throughout the year such as month end, year end, contest end dates, and work in queues to help ensure marketing partner goals are met
Screen new agent leads and enter viable leads into lead software
Keep the team appraised of urgent case updates, escalated situations and important changes
Administer and manage effective outbound support
Complete assigned outbound support duties in acceptable timeframes
Use knowledge of NGL New Business processes and procedures to evaluate pending applications and effectively communicate requirements to the agent
Use knowledge of NGL Customer Service and Processing processes and procedures to effectively communicate and follow-up on in-force policies as needed
Address and respond to questions and concerns from other departments in a professional and timely manner
Support other programs, projects and tasks as needed.
Provide sufficient documentation and tracking, depending on program procedures, to ensure others are able to understand the progress and status of all outbound programs
Initiate the Lead program in CRM for Sales team to follow up
Provide support via the various email boxes assigned to Agent Solutions
Respond quickly and professionally to all requests and concerns
Ensure information is properly documented and shared with team
Provide guidance to our agents to improve their interactions and success with NGL.
Provide feedback to agents and field managers and document appropriately
Provide immediate feedback and document appropriately
Know when to escalate and provide additional feedback to others for follow up/training
Provide complete, professional communications with all agents and employees of NGL.
Actively monitor NGL processes, guidelines and agent tools that do not meet the needs of our agents and marketing partners and communicate suggestions to appropriate teams and departments. Work in conjunction with other teams and departments to review processes and procedures, including suggestions for training or other tools that improve partner support
Identify opportunities for improvement and suggestions to resolve needs, including internal processes and procedures, requirements, forms, workflow processes and other programs
Communicate all updates and changes with team, department and other areas, as appropriate
Follow/update team procedures/guidelines in place for follow up, availability and PTO to ensure proper phone co

Employment type
Full-Time

Work arrangement
No