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Wholesale Agency Support Specialist

6/24/2025

N/A

Job Summary

A company is looking for a Wholesale Agency Support Specialist.

Key Responsibilities
  • Address inquiries from partner agents regarding coverage, underwriting, and billing
  • Document all interactions in CRM and policy administration systems
  • Collaborate with colleagues to fulfill agent requests and share knowledge
Required Qualifications
  • 2 years' experience in a sales or customer-facing role, preferably in financial services or a regulated industry
  • Experience in the insurance industry is a plus
  • Willingness to take phone calls and answer emails for up to 8 hours a day
  • Strong computer skills, preferably with CRM platforms and videoconferencing tools
  • Reliable high-speed internet and a private workspace for remote work

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