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Remote Broker Agent Service Analyst (Minneapolis-based candiates)

Insight Global

Remote Position

This is a remote position with in-office only being required for special projects. The first week for training is 8:30 am 5 pm. After that a flexible schedule between 6 am-6 pm, 8 hour shifts is open to you.

In this position you will play a key role in supporting Medicare & Retirement Sales Operations by analyzing and processing new and existing agent requests for the client's Agent Lifecycle Management. In this role you will become responsible for entry-level to intermediate processing in addition to developing expertise related to processing insurance agent license applications and supporting materials through to completion.

Key duties include:

  • Perform analysis of submitted material for completeness and accuracy, analyzing credentials and documentation
  • Ensure cases adhere to all policies and procedures, in addition to federal and state laws and regulations
  • Production desk processing of licensing, appointing and contracting work, including routine projects and cleanup initiatives
  • Acts as internal liaison and customer service resource for producers and sales leaders relative to licensing and appointment process, systems issues, and coordination efforts to achieve "ready to sell" status
  • Identify risks or issues and assess/implement alternate solutions
  • Meets all department standards for quality and service level agreements

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io.

Insight Global
Vacancy posted 3 days ago
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