Agent Support Associate

Job Title : Agent Support Associate

Location: Suwanee, GA.

Salary Range: $42,500 - $47,500

Reports to : Underwriting Manager

About PFA:

Premier Financial Alliance (PFA) is a leader in the financial services industry, focusing on protecting the dreams of Middle America with our innovative life insurance products. Our proprietary life insurance product offers living benefits to serve the unique needs of our clients.

Why Join Us?

• Work with a dynamic team dedicated to serving Middle America's financial needs through agent support
• Professional growth opportunities in the financial services industry
• Collaborative work environment focused on innovation and excellence
• Comprehensive benefits package

Essential Duties & Responsibilities:

• Coordinate underwriting activities between the company and field agents.
• Ensure alignment of company underwriting systems with product/contract requirements.
• Develop familiarity with automated underwriting processes and associated rules.
• Monitor and report on new business activity and progress towards goals.
• Participate in company-wide strategy development.
• Conduct audits for quality and accuracy in departmental work.
• Communicate with agents to obtain missing information and resolve issues.
• Manage a portfolio of policies, ensuring timely and efficient processing.

Key Performance Indicators:

• Response time to customer inquiries.

• Success rate in moving cases to a paid status.

• Attention to potential training regarding products and policy follow ups to ensure the appropriate time frames are met when processing business.

• Efficient data processing to include uploading reports to our tracking systems utilizing metrics provided by our carriers

• Successful team project collaborations as we are constantly innovating our office procedures and standards

Required Qualifications:

• Strong interpersonal, oral, and written communication skills.
• Ability to work independently and in a team environment.
• Proactive and self-motivated approach to tasks.
• Strong organizational and decision-making skills.
• High degree of concentration and attention to detail.
• Experience with Microsoft Excel preferred.
• Familiarity with project management software is a plus.

Benefits (All benefits effective immediately upon hire):

• HRA allowance up to $1,000 per month for health insurance premiums and expenses
• 401(k) plan with 3% Safe Harbor company contribution
• 14 days paid time off plus holidays
• Hybrid work arrangement (minimum 90-day in-office training period required)
• Office amenities including coffee and snacks
• Company social and fitness challenges

Work Schedule:

• Hybrid work model available after 90-day in-office training period
• Core office hours: 8:30am - 5:30pm

Premier Financial Alliance is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Note: This position requires working from our Suwanee, GA office location, with hybrid flexibility after the initial 90-day training period. Candidates should live within reasonable commuting distance or be willing to relocate.