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 coverage and equitable distribution of work

Present suggestions to appropriate individual, team or department and work with them on further development including conveying our customer needs, the need for flexibility and an understanding of the request from the funeral home or agent perspective

Work collaboratively with others to implement improvements and changes

Recommend updates for the agent portals and NGL software to ensure this is an accurate and valuable resource for all users

Recommend updates for forms and applications to improve ease of agent use

Schedule: This is full-time hourly position. Hours for this position are: Monday - Thursday and 9:30am-6:00pm CST and 8:30a-5p on Fridays.  Required three (3) days per week required in office during training and then two days per week once successful training is completed.  

Essential to Your Success:

Advanced customer service skills, conveying professionalism, flexibility and empathy in all interactions

Excellent oral and written communication skills that convey confidence, including the ability to appropriately coach callers to improve future interactions

Strong interpersonal skills and ability to transform negative interactions into positive ones

Ability to quickly learn and maintain advanced knowledge of preneed, final expense, and other insurance products

Strong ability to learn new things quickly and adeptly handle issues that arise even when unfamiliar

Strong initiative with the ability to work under minimal supervision, to exercise good judgment and creatively solve problems or issues

Ability to handle multiple tasks and work well under pressure

Intermediate knowledge of NGL systems

Excellent organizational skills and strong attention to detail

Strong team and goal orientation with ability to work a flexible schedule to meet the requirements for service availability

Advanced customer service skills, conveying professionalism, flexibility and empathy in all interactions

Knowledge of NGL insurance products, partners and markets

Education Requirements:

Minimum: High School or GED

Preferred: Other

Wisconsin Life Insurance license and Wisconsin Preneed certification

LOMA 280 and 290 with ACS certification

Years of Experience:

A minimum of 3 years experience in customer service or sales.

What We Offer:

At NGL, we provide a comprehensive Total Rewards package that includes competitive base pay and benefits designed to offer solutions to help meet your unique life needs.

Benefits:

20 days of Paid Time Off growing to 25 days after 5 years

11 Paid Holidays (10 company holidays and 1 personal holiday of your choice)

Health care, dental and vision plans

Up to $1,500 (Family) or $1,000 (Single) annually towards a Health Savings Account 

Annual bonus based on company performance

Paid Parental Leave

401(k) match up to 9%

Paid Sabbatical after 8 years

Paid Volunteer Time

Education Assistance Program

Employee Recognition Program

And much more!

Click here to learn more about our comprehensive Total Rewards program.

NGL is committed to creating a diverse environment and is an Equal Opportunity Employer. Qualified applicants will be considered for employment without regard to race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex or gender (including pregnancy, childbirth and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws.

NGL is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [email protected].