Job Summary:

Are you a proactive, results-driven individual with a passion for building meaningful relationships and delivering top-tier service? We are looking for a motivated Business Development Associate, PHS & Loyalty to become a key player in our team and help drive the success of our Business Development department at Bankers Fidelity.

In this role, you will be at the forefront of operational excellence and customer satisfaction, providing outstanding support to our agents. You’ll work directly with agents to understand their unique needs, offer tailored solutions, and foster lasting relationships that help them thrive. Your ability to offer one-call resolutions and comprehensive systems training will be crucial in driving agent engagement and participation in our products.

As the go-to person for agents, you’ll have the opportunity to make a significant impact on both their success and our company's growth. If you're passionate about service excellence, enjoy continuous learning, and thrive in a collaborative, fast-paced environment, this is the role for you!

Key Responsibilities:

Essential duties and responsibilities include but are not limited to the following:

• Agent Relationship Management:

Build and maintain strong, positive relationships with agents to understand their needs and provide exceptional support.

Act as the primary point of contact for agents, offering personalized solutions and fostering long-term partnerships.

• Customer Satisfaction & Operational Excellence:

Ensure agents receive high-quality service and support, promoting customer satisfaction and operational efficiency.

Strive for one-call resolutions to streamline processes and address agent inquiries or issues.

• Training & Development:

Provide comprehensive training agents on systems and products to increase engagement and product adoption.

Foster continuous learning for agents to help them stay informed and successful in using the company’s products and services.

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  Product Knowledge & Solution Offering:

Offer tailored solutions to meet agents’ unique needs, helping them leverage the company’s products for their success.

Stay informed on product offerings and be able to communicate benefits and usage effectively.

• Agent Engagement & Participation:

Drive agent engagement and encourage active participation in company programs and products.

Assist in the development and execution of strategies that enhance agent involvement.

• Collaboration & Team Support:

Work closely with the Business Development team to ensure cohesive strategy implementation and departmental success.

Collaborate with cross-functional teams to provide the best support to agents and improve processes.

• Continuous Improvement & Feedback:

Actively seek feedback from agents to identify areas of improvement and contribute to enhancing service and operational strategies.

Monitor agent performance and satisfaction to ensure continual development and refinement of business practices.

Qualifications:

• Associate degree required; bachelor's degree preferred. Work experience will be considered in lieu of education.
• 3 to 5 years of customer service or sales support experience.

Skills:

• Relationship Building:

Strong interpersonal skills to build and maintain positive relationships with agents.

Ability to foster trust and long-term partnerships.

• Customer Service Excellence:

Ability to deliver high-quality service, ensuring agents' needs are met promptly and effectively.

Strong problem-solving skills to resolve issues quickly and efficiently.

• Communication Skills:

Clear and effective verbal and written communication to interact with agents and team members.

Strong presentation skills to provide training and product information to agents.

• Product Knowledge:

In-depth knowledge of company products and services to offer tailored solutions.

Ability to learn and retain new product details quickly to educate agents effectively.

• Training and Coaching:

Ability to provide comprehensive systems training to agents and help them understand product features.

Capability to mentor and guide agents to help them succeed and improve their performance.

• Problem Solving & Critical Thinking:

Proactive approach in identifying agent needs and challenges.

Analytical skills to come up with creative solutions that address agent issues.

• Sales Support & Engagement:

Ability to encourage agent participation in company products and services.

Knowledge of sales processes to support agents in achieving their business goals.

• Time Management & Organization:

Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

Strong organizational skills to track and manage agent interactions, training sessions, and follow-ups.

• Collaboration & Teamwork:

Ability to work well within a team, collaborating with other departments to achieve business goals.

Willingness to support team members and contribute to the overall success of the department.

• Adaptability & Continuous Learning:

Open to feedback and willing to adjust strategies based on agent needs and business goals.

Eagerness to learn about new products, systems, and industry trends to stay ahead.

• Tech-Savvy:

Comfort with using CRM software, training tools, and other business systems.

Ability to navigate technology and provide agents with tech-related support.

Work Environment / Physical Requirements:

The work environment is a standard office setting with typical office equipment. This role involves professional collaboration with colleagues and clients. Responsibilities may involve extended periods of sitting, occasional walking between departments or meeting rooms, and periodic standing, reaching, stooping, and lifting office items weighing up to 25 pounds.