Sales Operations Advisor

Role Overview

This role serves as a critical link between high-level sales goals and operational compliance. Manages agent and agency contract changes for new and existing agents and facilitates the transition of books-of-business transactions between agents, ensuring accuracy in commission tracking.

What You Will Do

Oversees the full lifecycle for all types of agent and agency contract changes, administers the collection and reviewing of documentation to meet compliance requirements, and manages regular check-ins with external partners.

Why It Might Be a Fit

Works collaboratively with internal sales teams and operational departments, has a working knowledge of carrier processes for Agent-of-Record changes, and is responsible for executing the movement of policies change documentation between sales and operational internal teams.

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
• Manages regular check-ins with external partners
• Works collaboratively with internal sales teams and operational departments
• Has a working knowledge of carrier processes for Agent-of-Record changes

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