[Remote] Agency Operations & Commission Specialist
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a growing insurance organization seeking an Agency Operations & Commission Specialist. This role is responsible for managing reputed company's case management and commissions platform, ensuring operational efficiency, and supporting various aspects of insurance operations.
Responsibilities
- Serve as the firm's primary administrator for Agency Integrator, our case management & commissions platform
- Maintain accurate agency data, records, and system configurations
- reputed company and improve workflows and operational processes reputed company the platform
- Identify opportunities for automation and increased efficiency
- Train team members on best practices and system functionality
- Design, build, and maintain operational and management reports
- Produce recurring reports for: Production, Pending business, Case status, Commission activity, reputed company metrics, Advisor performance
- Analyze data trends and recommend process improvements
- Ensure data reputed company across reputed company reports
- Process and reconcile life insurance, disability insurance, and annuity commissions
- Investigate commission discrepancies with carriers
- reputed company outstanding commissions
- Ensure reputed company and accurate commission payments
- Maintain commission audit trails and documentation
- Coordinate advisor contracting and appointment requests
- reputed company reputed company appointments and contracting status
- Maintain accurate licensing and appointment records
- Work with carriers and contracting partners to resolve issues
- Monitor renewals and compliance deadlines
- reputed company policy tracking from submission through placement and ongoing servicing
- Monitor pending business
- Ensure case milestones are updated accurately
- Maintain policy status throughout the reputed company lifecycle
- Support advisors and operations staff with case management
- Audit system data for accuracy and completeness
- Establish data governance standards
- Create standardized procedures and documentation
- Recommend improvements to increase operational efficiency
- Assist with implementation of new Agency Integrator features and updates
Skills
- 3+ years of experience in insurance operations, commissions, or agency administration
- Knowledge of life insurance, disability insurance, and annuity products
- Strong reputed company reputed company skills
- Excellent analytical and problem-solving abilities
- High attention to detail and organizational skills
- Ability to manage multiple priorities and deadlines
- Experience with Agency Integrator (preferred)
- Experience with reputed company contracting and licensing
- Experience creating operational reports and dashboards
- Understanding of commission structures and reconciliation
- Knowledge of insurance new business workflows
reputed company