World Insurance Associates LLC · 21 hours ago
Carrier Credentials Systems Analyst
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Responsibilities
Oversee and maintain the carrier integration Salesforce database program (Salesforce Data Loader)
Update the carrier integration database during the onboarding and offboarding of World colleagues and addition of new acquisition carrier codes.
Coordinate with World’s outside vendors for carrier credentials initiatives and database maintenance
Recommend process and procedure improvements to our current workflows and new database workflows.
Communicate with carriers and create site login credentials for agents, administrators, and all other World employees as needed
Coordinate with newly acquired agencies to streamline credentials integration process
Operate within company’s workflows and procedures
Evaluate KPIs to ensure timely delivery of services
Perform other special projects and tasks as assigned
Qualification
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Required
1 - 3 years of Salesforce database experience
1-3 years of Salesforce Data Loader experience
1 - 3 years' experience in the insurance industry
High School Diploma or GED
Strong administrative and computing skills, including SharePoint and Microsoft Office (Word, Excel, PowerPoint, and Teams)
Self-motivated and driven with a sense of urgency and ability to balance and meet competing deliverables
Effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
Ability to multitask, prioritize, and use discretion when handling sensitive information
Project management skills including highly organized, collaborative team player with strong attention to detail
Ability to use creativity to solve problems and drive continuous improvement
Desire to be challenged in a rapidly growing, continuously evolving environment
Excited about the opportunity to join a high growth company
Company
World Insurance Associates LLC
World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Goldman Sachs Asset Management
2023-08-21Private Equity· undefined
2023-08-21Debt Financing· undefined
2020-03-02Acquired· undefined
Recent News
2024-11-13
2024-11-12
2024-11-12
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