Operations Specialist, Agency Engagement - Hybrid Environment
Job Category: Professional
Requisition Number: AGENC001076
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* Posted: December 10, 2024
* Full-Time
* Hybrid
Locations
Warwick, RI 02886, USA
Description
Job Overview: You will oversee agency onboarding, transactions, and producer appointments, acting as the primary coordinator for new agent appointments. This role involves collaborating with legal on contracts, ensuring compliance with multi-state regulations, and maintaining strong relationships with both external agents and internal stakeholders. In addition, you will oversee the agency compensation process and lead and/or develop process improvements, monitoring compliance, and participating in quarterly licensing audits.
This role requires a deep understanding of the insurance business, agency operations, cross department workflows, and data-driven decision-making. Skills that are important to possess include project management and the ability to work cross-functionally on processes, procedures, and initiatives related to the day-to-day management of Beacon’s agency distribution.
Key Responsibilities:
* Manage the end-to-end agent onboarding process and coordinate agency training.
* Partner with legal on producer appointments, terminations, and contract updates.
* Ensure compliance with multi-state regulations and maintain accurate records.
* Build strong relationships with agents and internal teams.
* Lead agency licensing audits and address compliance issues proactively.
* Coordinate and drive annual agency planning process, including master spreadsheet and business plans.
* Produce Agency production reports and tracking to evaluate performance of key programs and initiatives.
* Oversee Agency Compensation process, including communication, planning, and budgeting.
* Troubleshoot cross department issues involving agents and ensure issues are brought to resolution.
What You Bring:
* Knowledge of insurance operations and/or agency operations.
* Ability to learn and work with and through cross-functional department workflows.
* Aptitude to review and interpret data.
* Ability to research and resolve problems using critical thinking skills.
* Strong project management skills and a detail-oriented approach.
* Excellent interpersonal skills to communicate effectively and build relationships.
Requirements:
Bachelor’s degree in business, finance, or a related field and 5 years previous experience in insurance agency management, policyholder services, or a similar role or equivalent combination of skills and experience.
Strong understanding of insurance operations and agency workflows.
Why Work Here….
* Competitive base salary along with a broad range of compensation initiatives.
* Comprehensive health plans, life insurance, and wellness programs.
* Generous vacation time, plus telecommuting and flexible schedule arrangements.
* Retirement savings plan and 401(k) educational programs.
* Learning and development opportunities.
* Friendly, inclusive, and supportive culture of caring and belonging.
* Professional environment based on knowledge sharing and teamwork.
* Work/Family Friendly.
* Dedication to the health and wellness of our employees and a long-standing winner of Worksite Wellness Awards.
Beacon is proud to be an EEO/AA Employer and first place award winner of the 2023 and 2024 Best Places to Work in RI.
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