Careers at CSM

We’re Hiring!

Agent Services Assistant

Full-time, Salary, Bonus, 401k, Health Benefits

We are a small group of hard working, get it done kind of people, with a constant focus on new ideas, excellence, and integrity. If you’re a task-oriented person who loves serving others and has a gift in administration, then we want to talk to you. Carolina Senior Marketing is looking for a full-time team member with a strong work ethic and customer service focus. Adept multitasker capable of bringing simultaneous projects to completion with full accuracy and efficiency, with a keen eye for detail.

Job responsibilities include:
  • Working closely with our Agent Services team by serving our current and new agencies administratively

  • Enter, update, and maintain all agent records in our computer systems (AgencyBloc, Asana, MailChimp, UPS)

  • Assist in the Agent Onboarding process (Initial paperwork, adding information into computer systems,
    welcome boxes)

  • Documenting and communicating processes (Address Updates, Add States, Direct Deposit Updates,
    email and name changes)

  • Assist the Agent Services team in taking agents through the contracting process with insurance carriers

  • Assist in Event Planning where needed (Walmart stores, Annual Agent Conference)

  • Help resolve agent issues and urgent needs

Requirements:
  • Customer service driven

  • Excellent interpersonal communication skills, both verbal and written to communicate effectively with team members, customers, and insurance carriers

  • Ability to work as a team member

  • Detail oriented with exceptional time management skills

  • Enjoys data entry work

  • Ability to work independently

  • Positive attitude, with a teachable spirit

  • Ability to stay on top of procedures and processes to be able to relay the most accurate information to our customers and team members

  • Takes initiative to help and resolve issues for customers