Job Description
Description We are looking for an Operations Administrator to support agent onboarding, licensing, and carrier contracting activities in San Diego, California. This contract-to-permanent opportunity is ideal for someone who brings strong administrative discipline, a service-minded approach, and the ability to manage detailed workflows in a regulated environment. In this role, you will help ensure records, applications, and case activity are processed accurately and on schedule while working across multiple platforms and coordinating with internal partners.
Responsibilities:
• Examine agent licensing and contracting submissions for completeness, accuracy, and readiness before forwarding materials to insurance carriers.
• Maintain up-to-date agent and case records by entering, updating, and organizing information across Salesforce and related internal systems.
• Track pending items and proactively request missing forms, supporting documents, and appointment details to k...
Responsibilities:
• Examine agent licensing and contracting submissions for completeness, accuracy, and readiness before forwarding materials to insurance carriers.
• Maintain up-to-date agent and case records by entering, updating, and organizing information across Salesforce and related internal systems.
• Track pending items and proactively request missing forms, supporting documents, and appointment details to k...
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