Agent Services Specialist

*When you submit your resume, please make sure it is uploaded in English.

Agent Support Specialist
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.

Duties and 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

Education/Designations

• Bachelor’s Degree in Math, Finance, Business or a related field preferred, or an equivalent combination of education and experience

Knowledge/Experience

• 2-5 years of experience in employee benefits, human resources, insurance, accounting and/or other related field preferred, but not required
• 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.

Note:  This description indicates, in general terms, the type and level of work performed and responsibilities held by the team member(s).  Duties described are not to be interpreted as being all-inclusive or specific to any individual team member.

*No Third Party Agencies or Submissions Will Be Accepted.

Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. DFWP

Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.*