Agent Onboarding & Support Specialist ensuring agents are compliant and confident in using Lami platform. Guiding agents from onboarding to their first sale with hands-on support.
Responsibilities
Onboard and activate new agents on the Lami platform.
Conduct onboarding sessions and platform training.
Provide hands-on support to ensure agents can navigate the platform effectively.
Ensure all agents meet required KYC compliance standards before activation.
Verify submitted documentation and maintain compliance records.
Provide timely and effective support to agents.
Guide agents from onboarding to their first policy sale or booking.
Provide practical sales guidance and platform support.
Monitor early performance and intervene where support is needed.
Set clear activation targets with agents.
Track onboarding progress and sales activity.
Follow up consistently to drive engagement and conversions.
Gather agent feedback on the onboarding experience and platform usability.
Share insights with internal teams to improve tools, processes, and agent satisfaction.
Work with marketing teams to equip agents with relevant sales and promotional materials.
Requirements
Strong communication and relationship-management skills.
Experience in agent onboarding, training, or customer support, ideally in a tech-enabled environment.
Familiarity with KYC and compliance processes.
Ability to track performance and drive results.
Strong problem-solving skills and a proactive mindset.
Interest in technology and innovation in insurance.
Customer Service Representative assisting customers at Crash Champions collision repair services. Managing communications, clerical support, and ensuring a professional first impression at the facility.
Customer Service Representative at Crash Champions providing high - quality support to customers and assisting with administrative tasks. Ensuring excellent customer service and efficient communication management.
Customer Support Team Leader managing a global customer support team at SiteMinder. Responsible for coaching, supervising, and developing team members to deliver excellent customer service.
Sr. Analyst managing contracts and customer service for Collins Aerospace's aftermarket team. Communicating with global customers and overseeing contract management in a hybrid setup.
Support clients by managing requests and monitoring system performance at OKTO PAYMENTS. Collaborate with internal teams to resolve complex issues and drive process improvement.
ERP Support Specialist supporting Microsoft Dynamics 365 Finance & Operations for a leading Nordic data center company. Engaging with diverse stakeholders across regions to ensure system stability and improve processes.
Customer Service Associate at Family Dollar assisting customers and managing sales transactions. Maintaining store cleanliness and stock levels while ensuring a positive customer environment.
Customer Service Representative handling French customer inquiries for premium loyalty program in Barcelona. Providing high - quality service and identifying sales opportunities in a hybrid work environment.
Student client support and consulting role for French - speaking customers at Augletics GmbH. Involves phone support, email inquiries, and internal process improvement.
Customer Support Specialist providing frontline service through multiple channels at Quant Greece. Accurate handling of customer inquiries regarding loan portfolios, payments, and account information.