Agent Success Representative

Bilingual in Spanish and English – Required
Minimum 2 years of experience in customer service, sales, or insurance agent fieldwork – Strongly preferred
Familiarity with the health insurance industry, including licensing and certification processes – Preferred
Excellent communication skills, both verbal and written
Strong organizational and time management skills, with the ability to prioritize effectively in a fast-paced environment
Proficient in Microsoft Office Suite and comfortable navigating CRM platforms
Willingness to work extended hours during peak seasons (especially September–December)
High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred

Serve as the primary point of contact for assigned agents, providing onboarding, training, and continuous support
Assist agents with licensing, certifications, and compliance-related inquiries
Deliver product knowledge, sales coaching, and performance feedback to help agents achieve production goals
Maintain regular communication with agents through phone, email, and virtual meetings
Collaborate with internal departments including Broker Relations, Contracting, Marketing, Retention, and Compliance to ensure agent needs are met efficiently
Track agent engagement and performance metrics, identifying opportunities for additional support and development
Represent Keystone Advisors at local field events and trainings to support agent recruitment and retention
Provide exceptional customer service and act as a trusted advisor for agents throughout their partnership with Keystone

Familiarity with the health insurance industry, including licensing and certification processes – Preferred
Associate’s or Bachelor’s degree preferred