Design, build, and maintain interactive Power BI dashboards and reports to provide actionable business insights. Develop and optimize SQL queries and ETL pipelines to ensure data accuracy and consistency across reporting systems.
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 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.
