Job Description

Job Description

Duties/Responsibilities

  • Process contracts for licensed insurance professionals
  • Conduct agent or marketer outreach to resolve licensing and contracting open issues
  • Monitor exception reports, research solutions and address exceptions as needed
  • Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers
  • Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction
  • Integrate new agency and affiliate partners through onboarding intake calls, required paperwork processing, and associated processes
  • Assist with direct agent onboarding
  • Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality
  • Utilize established performance management systems and processes
  • Solve Salesforce cases as assigned
  • Actively participate...

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