Broker Agent Service Analyst
Insight Global
You will work in the office 2-3 days a week and rotate to your work at home environment for the other days.
The first week for training is in office 8:30 am 5 pm. After that it is 2 days in office the remaining work from home, with in-office days being Tuesday, Wednesday, or Thursday and a flexible schedule between 6 am-6 pm, 8 hour shifts.
Description:
In this position you will play a key role in supporting Medicare & Retirement Sales Operations by analyzing and processing new and existing agent requests for the client's Agent Lifecycle Management. In this role you will become responsible for entry-level to intermediate processing in addition to developing expertise related to processing insurance agent license applications and supporting materials through to completion. You will work in the office 2-3 days a week and rotate to your work at home environment for the other days.
Key Duties:
· Perform analysis of submitted material for completeness and accuracy, analyzing, credentials and documentation
· Ensure cases adhere to all policies and procedures, in addition to federal and state laws and regulations
· Production desk processing of licensing, appointing and contracting work, including routine projects and cleanup initiatives.
· Acts as internal liaison and customer service resource for producers and sales leaders relative to licensing and appointment process, systems issues, and coordination efforts to achieve "ready to sell" status.
· Identify risks or issues and assess/implement alternate solutions
· Meets all department standards for quality and service level agreements.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
The first week for training is in office 8:30 am 5 pm. After that it is 2 days in office the remaining work from home, with in-office days being Tuesday, Wednesday, or Thursday and a flexible schedule between 6 am-6 pm, 8 hour shifts.
Description:
In this position you will play a key role in supporting Medicare & Retirement Sales Operations by analyzing and processing new and existing agent requests for the client's Agent Lifecycle Management. In this role you will become responsible for entry-level to intermediate processing in addition to developing expertise related to processing insurance agent license applications and supporting materials through to completion. You will work in the office 2-3 days a week and rotate to your work at home environment for the other days.
Key Duties:
· Perform analysis of submitted material for completeness and accuracy, analyzing, credentials and documentation
· Ensure cases adhere to all policies and procedures, in addition to federal and state laws and regulations
· Production desk processing of licensing, appointing and contracting work, including routine projects and cleanup initiatives.
· Acts as internal liaison and customer service resource for producers and sales leaders relative to licensing and appointment process, systems issues, and coordination efforts to achieve "ready to sell" status.
· Identify risks or issues and assess/implement alternate solutions
· Meets all department standards for quality and service level agreements.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
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