Agency Success Consultant

Group 1001

12d•$50,000 - $70,000•Remote

About The Position

The Agency Success Consultant ensures the accurate and timely processing of agent- and agency-related documentation in support of Delaware Life's operations. Sitting within the Sales Operations team, this role serves as a critical operational partner to agents, agencies, back offices, and internal stakeholders, driving firm mergers and acquisitions, state appointments and renewal compliance, quality control, and system enhancements. The ideal candidate is a detail-driven critical thinker who thrives in a dynamic, regulation-heavy environment, communicates clearly, and brings a positive, collaborative attitude to a team that frequently navigates change. Success in this role requires exceptional attention to detail, strong organizational skills, and the ability to manage competing priorities in a fast-paced financial services environment.

Requirements

Bachelor's degree in a related field, or an equivalent combination of education and experience.
Four or more years of operations, customer service, or transaction-processing experience (or a combination thereof).
Demonstrated ability to communicate effectively, both verbally and in writing, with internal teams and external partners including agents, agencies, and back offices.
Strong critical thinking and problem-solving skills, with the ability to research, articulate findings, and drive issues to resolution.
Exceptional attention to detail and comfort with high-volume, high-accuracy transactional processing.
Proven ability to thrive in a fast-paced environment that experiences frequent change, with a flexible mindset and a positive attitude.
Strong collaboration skills, working effectively with peers, cross-functional partners, and external stakeholders.
Brings energy and professionalism to every interaction

Nice To Haves

Prior experience in insurance or financial services operations, particularly in agent or producer services, licensing, or appointments is preferred
The ideal candidate will have familiarity with state insurance department processes (appointments, renewals, and terminations) and producer licensing

Responsibilities

Firm mergers and acquisitions. Conduct up-front review, communicate with impacted areas, and process transactions end-to-end.
Block transfers. Perform up-front review, coordinate cross-functional communication, and manage processing from initiation through completion.
State appointments, renewals, and terminations. Process in accordance with each state's regulatory requirements.
Quality control. Review completed cases to confirm accuracy and adherence to established standards.
Process documentation. Develop and maintain guidelines, step-by-step instructions, and FAQ resources.
Special projects. Own the end-to-end execution of special initiatives assigned to the team.
System enhancements. Partner across the organization to identify and implement improvements to system functionality.
Product and regulatory knowledge. Learn, retain, and continuously update knowledge of Delaware Life's annuity products, internal processes, and the industry rules and regulations that govern this work.
Continuous improvement. Contribute to process improvement initiatives and cross-functional efforts within Sales Operations.