Agent Onboarding & Support Specialist at Lami

The Agent Onboarding & Support Specialist is responsible for onboarding, training, and activating agents on the Lami platform. The role ensures agents are compliant, confident in using the platform, and equipped to generate business quickly.
You will manage the end-to-end onboarding journey, ensure KYC compliance, and support agents from registration through to their first successful sale.


Key Responsibilities


Agent Onboarding & Training
Onboard and activate new agents on the Lami platform.
Conduct onboarding sessions and platform training.
Provide hands-on support to ensure agents can navigate the platform effectively.
KYC Compliance & Agent Support
Ensure all agents meet required KYC compliance standards before activation.
Verify submitted documentation and maintain compliance records.
Provide timely and effective support to agents.
Sales Enablement
Guide agents from onboarding to their first policy sale or booking.
Provide practical sales guidance and platform support.
Monitor early performance and intervene where support is needed.
Performance Tracking
Set clear activation targets with agents.
Track onboarding progress and sales activity.
Follow up consistently to drive engagement and conversions.
Feedback & Process Improvement
Gather agent feedback on the onboarding experience and platform usability.
Share insights with internal teams to improve tools, processes, and agent satisfaction.
Cross-Team Collaboration
Work with marketing teams to equip agents with relevant sales and promotional materials.


Measures of Success


Fast Agent Activation: Agents complete their first sale within one week of onboarding.
High KYC Compliance: All agents meet regulatory and documentation requirements.
Strong Conversion: High rate of onboarding-to-first-sale conversions.
Agent Retention: Strong ratio of active agents to onboarded agents.


Required Skills & Qualifications


Strong communication and relationship-management skills.
Experience in agent onboarding, training, or customer support, ideally in a tech-enabled environment.
Familiarity with KYC and compliance processes.
Ability to track performance and drive results.
Strong problem-solving skills and a proactive mindset.
Interest in technology and innovation in insurance.