AgentSync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements.

We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.

Overview

Do you have experience in insurance licensing administration, or appointing? Are you excellent at customer stakeholder management? Consider yourself a natural problem-solver? We are looking for a customer-obsessed, product minded professional to support customers using our AutoPilot service. This is a high visibility, high value-add opportunity with a ton of trust and responsibility where you'll take your licensing experience and elevate it to new levels.

The Managed Services team is on the frontline, working with our most important and valuable asset - our beloved customers. You will be the AgentSync end user for our Managed Services, Autopilot, customers. Our customers have invested their time, resources, and trust in us, and the Managed Services, Autopilot team will manage compliance and regulatory solutions for them. Through AgentSync’s collective knowledge and first-hand experience solving the same problems as our customers, our Managed Services team will deliver value and expertise through a scalable, eloquent product and services offering. AgentSync’s Customer Experience team will be our fastest growing team for the foreseeable future and if you want to grow, it’s a great place to be.

What you’ll do

• Wow customers with AgentSync's culture and values - most especially, Customer Love
• Build and cultivate deep, trusted, and transparent relationships with our customers, your clients, while doing the same on a team and company level
• Collaborate closely and effectively with customers and AgentSync teams to ensure delivery of agreed upon services and solutions for our customers
• Get hands-on supporting customers, using the AgentSync products firsthand, to quickly, accurately, and efficiently solve their challenges
• Deeply understand our customers’ goals, ambitions, daily problems, business process improvements, and different use cases
• Use your love of Salesforce and deep understanding of AgentSync’s products to understand customer requests, inquiries, and product feature requirements
• Communicate clearly and accurately with internal teams regarding customer updates, new customer requirements, progress updates, and closed-loop product feedback for service and product innovation
• Create and iterate on foundational best practice processes, tools, measurement, and keep a growth mindset
• Be a strategic “voice of the customer” thought-partner for our marketing, sales, implementation, support, product, and engineering teams to perpetually identify AgentSync product and customer experience improvements

Your experience

• 3+ years of customer facing experience in insurance licensing or compliance
• 2+ years in hands-on product/customer support, technical account management role
• Proven experience with processes such as obtaining and renewing licenses, updating contact details, and managing carrier state appointments
• Experience with Salesforce configuration, administration or power user; ie reports and dashboards, list views, data loading, field and object customization. Hands on experience in Salesforce and progress towards a Salesforce Admin Certification a plus!
• Natural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tactics
• Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations
• High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
• Ability to innovate, collaborate and think strategically to improve customer experience
• Don’t meet all of these requirements? No worries. We are committed to building a team that embraces a variety of backgrounds, experiences, perspectives, and skills. We believe that the more inclusive we are, the better our work will be. Even if your previous experience doesn’t perfectly match with the job qualifications listed, we encourage you to apply.

About us:

AgentSync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements.

We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.

Compensation:

$65K-$85K base salary (Salary depends on experience and location)

Additionally, this role is eligible to participate in AgentSync’s equity program.

100% Company Paid Healthcare Insurance (for you and dependents)

Medical

Dental

Vision

Financial Benefits

401(k) retirement savings plan

Other Benefits

Flexible PTO

11 paid holidays per year

Continued Education Stipend

Coffee, full stocked snack bar, lunches provided

Candidates: AgentSync Recruiting & Talent teams will only communicate with you using @agentsync.io email addresses. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer!).

We are not able to consider candidates who require a work visa now or in the future.