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AshBer is seeking an Agent Support Representative to join our team. AshBer is a fast-growing insurance marketing company specializing in Medicaid Compliant Annuities. We are a national company in the elder care industry. Our primary referral sources are elder law & estate planning attorneys as well as financial advisors of clients who are in need of long-term care planning. 

LOCATION:  Primarily work from home but may need to work in the Green Bay area office a few days each month.


FLSA STATUS: Non-exempt

STANDARD HOURS:  40 hours per week. Monday - Friday 8:00 am -5:00 pm.

SALARY RANGE:  $40,000 - $50,000* per year with company bonuses after 90 days; profit share, 401K, paid vacation and holidays

*Salaries/Wages will be based upon education, experiences, licenses etc.


  • Assist with processing new business applications and entering client data into the CRM system.

  • Answer questions related to after annuity sale activities -- i.e. payment questions, address changes, etc.

  • Coordinate travel/event registration for AshBer to attend conferences, etc. Provide annuity quotes and applications to attorneys and/or families

  • Assist with processing death claims

  • Answer incoming phone calls

  • Send client gifts for new attorneys/agents 

  • Process new agent appointments



  • Communicate effectively with others. 

  • Ability to effectively build relationships with clients.

  • Put the needs of the client first.

  • Ability to work independently on numerous projects at one time with minimal supervision.

  • Results driven.

  • Ability to use thinking and reasoning to solve a problem.

  • Must be detail oriented.

  • Ability to work against and meet tight deadlines.

  • Team player.


Education: Bachelor's Degree (preferred) in a related field

Experience: A minimum of two years related experience.  

An equivalent combination of education and work experience may be considered

Licenses:  Life and/or Health Insurance Licenses preferred.  Appropriate licenses would need to be obtained in six months.


Computer Skills 

Microsoft Office Suite, CRM system, Internet Web Browsers, and Mac operating system

Other Requirements 

Technical knowledge of annuity products preferred.


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