Agent Services Representative

Group 1001 • Zionsville, IN

2d • $45,000 - $50,000 • Remote

About The Position

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees. Why This Role Matters: The Agent Services Representative position will be responsible for the processing of agent/agency onboarding paperwork, case ownership, and agent maintenance to ensure accurately and timely completion of agent transactions. This position’s primary focus will be agent and agency onboarding but will also be required to assist with other types of transactions for agent maintenance. The position will be a part of the sales operations team supporting the new internal administrative platform. How You'll Contribute: This role will process and review agent and agency onboarding paperwork to determine if it is in good order. For paperwork that is not in good order, the Agent Services Representatives will work directly with agents and back offices to resolve the outstanding issues. Process and review agent onboarding paperwork in a timely manner. This includes, but not limited to, entering the data into the system, checking for NIGOs, and working with agents and back offices to resolve NIGOs. Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations. Assist with processing other types of maintenance and withdrawal transactions as needed. Provide information regarding agent licensing and agent maintenance. Support both Agent/Advisors with all new business operations. Assist in special projects as needed.

Requirements

• Bachelor’s degree in a related field or equivalent experience.
• 3+ years of operational/customer service or processing experience or a combination is preferred
• Proven ability to communicate effectively

Nice To Haves

• Advanced level degree a plus

Responsibilities

• Process and review agent and agency onboarding paperwork to determine if it is in good order.
• Work directly with agents and back offices to resolve the outstanding issues.
• Process and review agent onboarding paperwork in a timely manner.
• Enter the data into the system, checking for NIGOs, and working with agents and back offices to resolve NIGOs.
• Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations.
• Assist with processing other types of maintenance and withdrawal transactions as needed.
• Provide information regarding agent licensing and agent maintenance.
• Support both Agent/Advisors with all new business operations.
• Assist in special projects as needed.

Benefits

• Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package.
• Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
• Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
• All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
• Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level