Keystone Advisors Overview
At Keystone Advisors we partner with top insurers to help clients find essential health coverage in 49 states. We provide individuals, families, and businesses with health, dental, vision options, as well as Medicare options including Medicare Advantage, Medicare Supplement Insurance, and Prescription Drug Part D plans. Not all plans are created equal, and not all clients have the same needs either. We make sure that the right health plan suits our client’s needs. Unlike agents selling and promoting a single plan, Key Health Plans presents you with a wide range of plan options.
We attend our meetings ready to discuss plans and benefits that suit our client’s needs. We lay all the options on the table and walk them through each health plan until we narrow it down to one that fits them and their pocket.We are experts in the health insurance market and define our outstanding performance. Our team does their best to match our clients’ needs. We are proud of helping thousands of Americans to find peace of mind and economic stability. Even though many things have changed throughout the decades, one thing remains the same: We are the key to finding the right health plan for you.
Job Purpose
Keystone Advisors is seeking a professional, bilingual Agent Success Representative to join our Houston-based team. This individual will play a key role in supporting the growth and development of our agent partners through outstanding customer service, proactive communication, and hands-on guidance. The ideal candidate brings experience in customer service, sales, or fieldwork as a licensed insurance agent, and is passionate about empowering others to succeed.
Key Responsibilities
• Serve as the primary point of contact for assigned agents, providing onboarding, training, and continuous support• Assist agents with licensing, certifications, and compliance-related inquiries• Deliver product knowledge, sales coaching, and performance feedback to help agents achieve production goals• Maintain regular communication with agents through phone, email, and virtual meetings• Collaborate with internal departments including Broker Relations, Contracting, Marketing, Retention, and Compliance to ensure agent needs are met efficiently• Track agent engagement and performance metrics, identifying opportunities for additional support and development• Represent Keystone Advisors at local field events and trainings to support agent recruitment and retention• Provide exceptional customer service and act as a trusted advisor for agents throughout their partnership with Keystone
Qualifications
• Bilingual in Spanish and English – Required• Minimum 2 years of experience in customer service, sales, or insurance agent fieldwork – Strongly preferred• Familiarity with the health insurance industry, including licensing and certification processes – Preferred• Excellent communication skills, both verbal and written• Strong organizational and time management skills, with the ability to prioritize effectively in a fast-paced environment• Proficient in Microsoft Office Suite and comfortable navigating CRM platforms• Willingness to work extended hours during peak seasons (especially September–December)• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred
Core Competencies & Key Skills
• Bilingual Communication – Able to communicate clearly and effectively in both English and Spanish• Customer Service Excellence – Builds strong relationships and provides responsive, solutions-focused support• Sales and Coaching Acumen – Understands sales fundamentals and motivates others toward performance goals• Insurance Industry Knowledge – Familiar with insurance products, agent onboarding, and compliance processes• Organization & Time Management – Manages multiple tasks with accuracy and meets deadlines consistently• Technical Proficiency – Comfortable using digital tools, spreadsheets, and communication platforms• Problem-Solving & Critical Thinking – Identifies issues quickly and proposes practical, effective solutions• Team Collaboration – Works well with cross-functional teams and contributes to shared goals
Working Conditions
Business office environmentNormal office hours plus extended hours during busy seasons
Physical Requirements
• Sit for long periods of time• Stand and bend• Speak and hear• Use of computer, keyboard and phones• Ability to use hands and fingers
