The specialist will own the end-to-end execution of email campaigns and newsletters to engage the agent network. Additionally, they will manage the social media calendar, monitor engagement, and analyze performance metrics to optimize content.
Lead and develop the Client Services team while overseeing end-to-end policy servicing operations and carrier relationships. Focus on operational excellence through the implementation of automation, AI, and continuous process improvement to enhance the agent experience.
The role involves collecting and processing commission statements from insurance providers and cross-referencing transactions with bank statements. Additionally, the administrator manages payment deadlines and handles agent inquiries with professionalism.
Lead the organization's data strategy and governance while serving as the primary steward of enterprise data. Develop executive dashboards, KPIs, and data pipelines to transform complex datasets into actionable business intelligence.
Lead and support the Broker Support team to ensure smooth back-office operations and high-quality service for agents. Oversee administrative processes, manage agent payment structures, and drive continuous improvement of internal systems and workflows.
The role involves coordinating between clients, agents, and insurance providers to process applications and transfer policies. Additionally, the administrator maintains department process manuals and supports the sales force with client documentation.
Provide exceptional customer support to agents, associations, and insurance carriers while maintaining professional relationships. Manage administrative tasks, update process manuals, and propose efficiency improvements for the department.
The Broker Support Manager leads and supports the Broker Support team to ensure efficient back-office operations and high-quality service for agents. This role involves managing agent profiles, payment structures, and chargeback collections while fostering cross-departmental collaboration.
The role involves proactively engaging in agent outreach, hosting training sessions, and assisting the executive team with sales-related projects and initiatives. Responsibilities also include conducting market research, collaborating on marketing materials, and managing content for the Learning Management System.
The administrator will build strong relationships with the sales team while assisting with licensing and contracting inquiries. Key duties include processing contracting requests and reviewing licensing documents to ensure compliance with carrier, state, and company guidelines.
The assistant will support brand consistency and execute marketing initiatives by distributing content across social media, newsletters, and email campaigns. Key duties include coordinating marketing projects, gathering content needs from internal teams, and managing social media channels.
