OneDigital is looking to improve the quality of service and renewal work performed by their internal team of sales agents by developing and executing coaching initiatives based on audit results.
Requirements
- Strong aptitude for systems and software including advanced skills in Microsoft Office suite, including Excel
- Previous experience in the insurance industry, especially in a sales center environment required
- Demonstrated ability in training curriculum creation/facilitation
- Minimum of 2 years’ experience in training/developmental coaching, preferably in healthcare, insurance or sales
- Current Health Insurance License preferred
- Familiarity or experience at carrier or broker agency level preferred
Responsibilities
- Coaches sales agents on a regular cadence, and on an as-needed basis, in response to negative compliance trends, generally, and immediate red-flag issues
- Coordinates with sales agents and manager(s) to share audit notes and recommended training and coaching
- Collaborates with organizational leadership on training and coaching strategies based on compliance trends
- 70-80% of role requires direct interaction with sales agents regarding compliance coaching
- 20-30% of role requires actively listening to sales agent calls for auditing purposes
- Performs other duties within scope of coaching role as required and assigned
Other
- Must be eligible to work in the United States without the need for work visa or residency sponsorship.
- Superior organizational skills with demonstrable attention to detail and ability to handle multiple projects
- High-energy, enthusiastic individual with ability and desire to work in a high production, fast-paced environment
- Must be self-motivated, willing to take direction, disciplined and work well in a collaborative environment with a proven ability to lead process initiatives and meet deliverables
- Excellent written and verbal communication skills
