This role oversees the management of agency action items to ensure timely and effective resolution. The position serves as a central point of coordination to ensure operational efficiency and agent accountability. Key responsibilities include monitoring and managing debit balances for agents, generating and reviewing monthly performance reports, and coordinating triage efforts for production, persistency, placement, and compliance issues. The role also involves analyzing production reviews and appeals, and partnering with various internal teams to support distribution priorities and agent quality.
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Job Type
Full-time
Career Level
Mid Level