Renaissance · 3 hours ago
Consultant, Onboarding & Member Integrations
Fresno, CA
Full-time
Hybrid
Entry, Mid Level
$62K/yr - $72K/yrRenaissance is a well-funded company seeking a Consultant for Onboarding & Member Integrations. The role involves managing onboarding processes, coordinating policy transfers, and maintaining data accuracy within the CRM, ensuring operational standards are met.
Business DevelopmentInsuranceLife Insurance
Hiring Manager
Jamie T.
Responsibilities
Monitor the Policy Transfers & Alignments communications and direct all incoming inquiries to the appropriate internal or external partners
Manage code alignment processes for new and existing members by updating records, tracking communications, securing confirmations, and maintaining all required documentation
Coordinate member disaffiliation activities by notifying companies, releasing producer codes and policies, and completing all supporting administrative tasks
Execute, track, and finalize policy transfers for agencies joining from other networks or acquiring external books of business
Distribute, collect, and track required forms to ensure timely completion of all code alignment and policy transfer actions
Support member‑related initiatives and organizational projects, including acquisitions and other special assignments
Maintain accurate and current data within the CRM (Dynamics) to ensure reliable operational reporting and workflow continuity
Provide guidance and general assistance to member agency team members and principals to resolve operational or procedural questions
Support internal colleagues in effectively utilizing Renaissance tools, systems, and resources
Qualification
Required
Desire to learn and grow
Industry experience with an awareness of the insurance ecosystem
Excellent knowledge of MS Office
Project Management – Demonstrates strong project management capability, including the ability to interpret project plans, contribute effectively within cross‑functional teams, and manage timelines with precision. Excels in customer relations, communication, organization, problem‑solving, and sound decision‑making to ensure high‑quality, on‑time delivery of all assigned work
Coachability: the willingness to adapt and desire to continuously improve
Work Ethic: proactively pursuing the company mission with a high degree of energy and daily activity—including organizational discipline and skills
Passion: sense of enthusiasm and emotion that compels others to action
Adaptability: ability to adjust to change and reconsider approaches
Sense of Urgency: ability to consistently meet deadlines and self-manage objectives to exceed expectations
Company
Renaissance
Renaissance provides market access, placement services, technology, and resources to independent insurance agents that want to grow their business and protect their independence.
Founded in 2000
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$30MKey Investors
Long Arc Capital
2018-06-26Private Equity· $30M
Leadership Team
J. Bruce Cochrane
President/CEO
Robert Bondi
Chief Executive Officer
Recent News
2024-01-24
2022-07-18
Company data provided by crunchbase