Agent Services Specialist

Regis Remote Office

22h • Onsite

About The Position

The Compliance and Agent Support Specialist is the point of contact for our brokers and facilitates the contracting process with various carriers. Enters the brokers and brokerages into our Microsoft Access database and tracks the status of their licenses and appointments. Manages the workflow to ensure brokers and brokerages are compliant and notifies department heads of any issues with the contracting processes.

Requirements

• Advanced proficiency in Excel
• Excellent/professional verbal and written communication skills including a command of the English language
• Strong organizational and time management skills
• Ability and preference to work in a team environment
• Projects professional appearance and manner
• Self-directed self-starter with a high attention to detail
• Ability to multi-task and handle large volumes of activity during peak times of the year
• Flexibility and ability to work overtime as necessary
• While performing the duties of this job, the employee will frequently move within the location; sit for extended periods; use a computer; engage in verbal communication; read and write; concentrate on tasks; reason and analyze information; and perform calculations.

Nice To Haves

• Bachelor’s Degree in Math, Finance, Business or a related field preferred, or an equivalent combination of education and experience
• 2-5 years of experience in employee benefits, human resources, insurance, accounting and/or other related field preferred, but not required

Responsibilities

• Independently manages the workflow to appoint the brokers and brokerages with all applicable carriers and enters the brokers and brokerages into the database
• Daily support to brokers needing assistance completing the contracting paperwork
• Provides systematic status updates to various brokerages and/or internal team members regarding appointment status.
• Consistently follows-up with brokers that have not responded to requests for paperwork
• Daily support to brokers requesting commissions statements, or status of commissions
• Examines data files in Microsoft Excel to produce reports that are summarized by a variety of variables; uses pivot tables, data validation and other high level excel skills
• Assists in special projects as requested

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree