Sales Operations Advisor
Integrity•Harrisburg, PA
•Onsite
About The Position
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. This role serves as a bridge between strategic sales initiatives and compliant operational daily workflows, and acts as the central point of contact for internal teams and external partners.
Requirements
- Working knowledge of carrier processes for Agent-of-Record changes (Book of Business transfers)
- Works collaboratively with internal sales teams and operational departments
Responsibilities
- Oversees the full lifecycle for all types of agent and agency contract changes.
- Administers the collection and reviewing of documentation to meet compliance requirements.
- Responsible for submitting contract changes and tracking through completion.
- Establish and manage regular check-ins with external partners
- Optimizes tracking and management of large agency contracts as they are onboarded
- Manages all agent-to-agent Book of Business Transfers through completion
- Completes analysis to determine eligibility for policy transfers
- Execute the movement of policies change documentation between sales and operational internal teams
- Working knowledge of carrier processes for Agent-of-Record changes (Book of Business transfers)
- Works collaboratively with internal sales teams and operational departments
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
