29 applicants

Company

Group 1001 · 2 hours ago

Agent Services Consultant

Remote Location

Full-time

Remote

Mid, Senior Level

5+ years exp

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Responsibilities

Implement processes and procedures to ensure the accurate and efficient administration of policies including entry of licensing and appointments of agents, and the management of agent complaints.

Provide information agent licensing and maintenance.

Provide technical support regarding the set up of agents and maintenance in a newly developed system

Support policy deployment in the areas of customer satisfaction, on-time delivery, and on-site performance measures.

Support external vendor arrangements to accomplish identified operations requirements, including inbound mail processing, outbound correspondence generation, check printing, and other administrative functions as necessary.

Support both Agent/Advisors and Clients with all new business operations.

Assist in special projects as needed.

Assists with other duties as assigned.

Qualification

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5+ years operational experience5+ years customer service experienceFinancial services experienceInsurance experienceSeries 6Series 7Annuity market knowledgeFixed indexed annuitiesVariable annuities

Required

Bachelor’s degree in a related field or a combination of experience/ advanced level degree a plus

5+ years relevant operations experience required in financial services and/or insurance

Proven ability to communicate effectively

Strong problem-solving skills and experience working in a fast-paced environment

Strong leadership and communication skills

Strong working knowledge of the annuity market, with specific focus on the fixed, fixed indexed and variable annuities

Preferred

5+ years of operational/customer service or processing experience or a combination is preferred

Series 6 or 7 preferred

Benefits

Comprehensive health, dental, and vision insurance plan options

Basic and Supplemental Life Insurance

Short and Long-Term Disability

Employee Assistance Program

Wellness initiatives

401K plan, with matching contributions by the Company

Company

Group 1001

Group 1001 is a collective that empowers companies to create positive growth. Our insurance and annuities are easy to understand and accessible to all.

Founded in 2013

Zionsville, Indiana, USA

501-1,000 employees