Health-Agent Onboarding Specialist-White Glove

The Agent Onboarding Specialist is responsible for delivering a high-touch onboarding and support experience for newly recruited agents and agencies. This role serves as the primary point of contact throughout the contracting and appointment process, ensuring agents receive timely communication, contracting assistance, follow-up support, and training coordination while maintaining accurate workflow documentation in AgencyBloc and other internal systems.

The ideal candidate will be bilingual (Spanish), organized, proactive, detail-oriented, and committed to providing exceptional customer service while managing multiple timelines and follow-up activities. This position plays a critical role in maintaining the gold-standard “white glove” service experience established by The Brokerage, Inc.

Key Responsibilities

• Provide high-level onboarding support to newly recruited agents and agencies
• Serve as the primary point of contact during the contracting and appointment process
• Conduct follow-up calls and email s regarding contracting links, onboarding progress, and appointment statuses
• Answer agent questions regarding contracting, onboarding, and training opportunities
• Monitor workflows, tasks, and onboarding statuses within AgencyBloc
• Verify carrier Ready-To-Sell (RTS) approvals and update writing numbers and appointment statuses
• Work with the Contracting Department and carrier representatives to resolve onboarding or appointment issues
• Schedule one-on-one meetings or support sessions as needed
• Maintain accurate documentation, notes, reminders, and follow-up tasks in AgencyBloc
• Assist leadership with onboarding policies, procedures, and workflow improvements

Qualifications

• Strong communication and customer service skills
• Excellent organization, multitasking, and follow-through abilities
• Strong attention to detail and problem-solving skills
• Experience in customer service, onboarding, administration, or insurance support preferred
• Proficiency in Microsoft Office and email communication platforms

About the Role
This position is designed to ensure every existing and recruited agent receives a smooth, professional, and highly supportive onboarding experience from initial contracting through active appointment status.