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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and advanced proficiency in Microsoft Excel and Access to support sales activities and process improvements. Capable of creating documentation, training materials, and testing scenarios while managing time effectively in a fast-paced environment.
Highest-signal resume keywords
Sales Administration ExperienceAdvanced Microsoft Excel ProficiencyAdvanced Microsoft Access ProficiencyDocumentation Creation SkillsLife Insurance Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales AdministrationAgent CompensationPolicy AdministrationBusiness AnalysisData AnalysisDocumentation CreationUser Acceptance TestingProcess ImprovementTraining Material DevelopmentTechnical Business Requirements
Soft Skills
Advanced Verbal CommunicationAdvanced Written CommunicationTime ManagementMultitaskingSolution-Oriented Mindset
Industry Keywords
Life InsuranceBack-Office Agent AdministrationAgency OperationsAgency OrganizationExecutive Leadership Support
About the role
Key responsibilities & impact- Evaluate, prioritize, and resolve escalated or specialized matters impacting the Agency Organization
- Serve as a primary point of contact for Agency Owners, State General Agents, and their teams
- Work cross-functionally with Home Office leaders to resolve time-sensitive issues
- Analyze sales, agent, policy-life-cycle, and agent-life-cycle data
- Compose professional communications addressing escalated or time-sensitive inquiries
- Coordinate with Home Office functional areas to gather information for research and correspondence
- Prepare documentation defining issues, desired resolutions, and expected outcomes
- Prepare ad-hoc reports for Executive Leaders using data from multiple systems
- Provide analytical support to AIL Sales Division Executive Leaders on Agency Organization sales activity
- Develop training materials and process documentation for new programming and process improvements
- Assess application systems, identify improvement areas, and document IT programming requirements
- Create test plans and user acceptance testing scenarios for technology changes
- Gather requirements and analyze data for Agency Organization Council initiatives
- Recommend improvements to systems, procedures, and processes
- Assist business departments with Agency operations and new process initiatives
Requirements
What you’ll need- Bachelor's degree in Business Administration or a related field, or equivalent work experience
- 3 or more years of experience in Sales Administration, Agent Compensation, Policy Administration, or New Business, or equivalent experience in a professional Business Liaison or Business Analyst role
- Advanced verbal and written communication skills
- Advanced proficiency in Microsoft Excel and Microsoft Access
- Ability to manage time effectively, work independently, and establish responsible deadlines across varied priorities
- Ability to multitask and adapt to changing priorities and deadlines in a fast-paced environment
- Ability to work under pressure and handle escalated, sensitive matters with care, empathy, and professionalism
- Ability to create documentation, training materials, technical business requirements, and testing scenarios from inception to completion
- Solution-oriented mindset and willingness to learn new aspects of the business
- Experience in the life insurance industry preferred
- Existing knowledge of back-office agent administration and agent compensation preferred
Benefits
Comp & perks- Competitive compensation designed to reflect your expertise and contribution
- Comprehensive health, dental, and vision insurance plans
- Robust life insurance benefits
- Retirement plans, including company-matched 401k plan
- Paid holidays and time off
- Parental leave
- Subsidized all-in-one subscriptions supporting fitness, mindfulness, nutrition, and sleep
- Company-paid counseling for mental health, stress management, and work-life balance
- Continued education reimbursement eligibility
- Company-paid FLMI and ICA courses
- Discounted Texas Rangers tickets