Sales Operations Advisor (Hybrid)

Role Overview

This role serves as a critical link between high-level sales goals and operational compliance, managing agent and agency contract changes and facilitating the transition of books-of-business transactions between agents.

What You Will Do

Primary responsibilities include overseeing the full lifecycle of agent and agency contract changes, administering compliance requirements, and managing regular check-ins with external partners.

Why It Might Be a Fit

The role requires a working knowledge of carrier processes for Agent-of-Record changes and the ability to work collaboratively with internal sales teams and operational departments.

Requirements

• Oversees the full lifecycle for all types of agent and agency contract changes
• Administers the collection and reviewing of documentation to meet compliance requirements
• Responsible for submitting contract changes and tracking through completion
• Establish and manage regular check-ins with external partners
• Optimizes tracking and management of large agency contracts as they are onboarded
• Manages all agent-to-agent Book of Business Transfers through completion
• Completes analysis to determine eligibility for policy transfers
• Execute the movement of policies change documentation between sales and operational internal teams
• Works collaboratively with internal sales teams and operational departments

Benefits

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability