Senior Director, Onboarding (Remote)

Primary Duties & Responsibilities

• Support assigned key accounts by responding to production, recruiting, and service requests, and coordinate solutions with internal partners to remove barriers to sales.
• Manage a portfolio of key accounts while providing direct production coaching and servicing support to first-year producers and key account managers.
• Maintain, update, and communicate key performance metrics by managing tracking tools and preparing reports for leadership.
• Calculate, audit, and inspect quarterly bonus and incentive amounts to ensure accuracy, accountability, and timely payout support.
• Partner with recruiting teams to transition newly appointed agents into early production by clarifying expectations, connecting agents to training resources, and monitoring activation progress.
• Facilitate agent onboarding by guiding agents through portal registration and related systems, and troubleshooting access, credential, and navigation issues.
• Train and coach agents, recruiters, and field leaders on sales and production fundamentals through one-on-one support, group sessions, webinars, and follow-up coaching.
• Create and deliver training webinars and live seminars, including coaching team members on effective presentation skills, content flow, and audience engagement.
• Create marketing materials, promotional campaigns, sales support content, and promotional videos to support product launches, recruiting initiatives, and major field events.
• Speak and present at major company events (e.g., convention, recognition events, and other large meetings) to support training, motivation, and strategic initiatives.
• Work with lead vendors to define quality expectations, improve lead performance, negotiate terms, and identify alternative lead sources.
• Build, manage, and optimize automated drip campaigns and workflows for recruiting prospects and agents using approved CRM/marketing tools, including administration, troubleshooting, and process improvements.
• Write and deploy professional HTML email templates and communications to improve message quality, branding consistency, and campaign performance.
• Drive attendance and engagement for training webinars and seminars through coordinated marketing outreach, invitations, reminders, and follow-up campaigns.
• Serve as a liaison between the field and home office partners to escalate and resolve agent-impacting issues while building strong cross-functional relationships.
• Support product launches and field rollouts by developing communication pieces, training content, and implementation support for agents and leaders.
• Document common issues, solutions, and process improvements, and share updates with stakeholders to reduce repeat problems and improve the agent experience.
• Document the business impact and ROI of recruiting efforts by tracking outcomes and communicating how recruiting activity contributes to production and team performance.
• Perform administrative and coordination duties required to operate the function effectively.

Qualifications

• High school diploma or equivalent (GED) required; college coursework or associate degree preferred.
• Completion of company/industry training related to Medicare products, enrollment periods, compliance, and sales support processes preferred.
• 5+ years of experience in insurance sales support, key account support, agency operations, recruiting support, field training, marketing operations, or a related role.
• Experience supporting agent onboarding, appointment, and activation processes, including portal/system troubleshooting and issue resolution.
• Demonstrated ability to manage and coach producers, account managers, and/or support team members to improve production outcomes.
• Experience creating and delivering training webinars, seminars, and presentations, as well as marketing materials and campaigns that drive attendance, engagement, recruiting, and production growth.
• Experience working with lead vendors, evaluating lead quality/performance, and identifying alternative lead sources.
• Experience tracking, analyzing, auditing, and communicating performance results (e.g., production, recruiting, incentives/bonus metrics) to leaders and stakeholders.
• Experience with CRM management, workflow automation, drip campaigns, or related marketing/operations systems support.
• Medicare knowledge and ability to support training on enrollment periods, penalties, and product basics strongly preferred.
• Valid driver's license with ability to travel locally; Life and Health insurance license required.
• Ongoing continuing education for Medicare preferred.

Benefits

• Competitive compensation designed to reflect your expertise and contribution.
• Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
• Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
• Paid holidays and time off to support a healthy work-life balance.
• Parental leave to help our employees welcome their new additions.
• Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
• Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
• Company-paid counseling for assistance with mental health, stress management, and work-life balance.
• Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.