Sales Operations Advisor

Integrity•Harrisburg, PA

8d•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

High School Diploma or equivalent.
Basic understanding of insurance and agent relationship.
Knowledge of Marketing and New Business operations and procedures.
Working knowledge of Sales Department resources and ability to recall commonly used industry processes.
Strong working knowledge of the Ritter Platform.
Strong knowledge of all products in assigned region.
No experience necessary. Abilities generally acquired on the job in 6 months.
Good communication skills, especially written communication.
Good computer and typing skills.
Good customer service skills.
Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.
Proficient in Microsoft Suite such as Outlook, Excel, Word, etc.
Strong organization skills

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
Additional responsibilities as assigned by supervisor or manager.