Agency Success Consultant

Job not on LinkedIn

🔥 20 hours ago

🇺🇸 United States – Remote

💵 $50k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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Group 1001

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Group 1001 is a collective focused on empowering companies and communities through innovative financial solutions and strategic partnerships. The company provides simple and accessible insurance and annuity products designed to help individuals manage and grow their savings. Their online investing platform offers users a digital means to control their financial futures. Group 1001 also invests in partnerships that enhance community development through education and sports. With a tech-driven culture, they are transforming the insurance industry and helping communities thrive.

📋 Description

• Ensure the accurate and timely processing of agent- and agency-related documentation in support of Delaware Life's operations. • Firm mergers and acquisitions - Conduct up-front review, communicate with impacted areas, and process transactions end-to-end. • Block transfers - Perform up-front review, coordinate cross-functional communication, and manage processing from initiation through completion. • State appointments, renewals, and terminations - Process in accordance with each state's regulatory requirements. • Quality control - Review completed cases to confirm accuracy and adherence to established standards. • Process documentation - Develop and maintain guidelines, step-by-step instructions, and FAQ resources. • Special projects - Own the end-to-end execution of special initiatives assigned to the team. • System enhancements - Partner across the organization to identify and implement improvements to system functionality. • Learn, retain, and continuously update knowledge of Delaware Life's annuity products, internal processes, and the industry rules and regulations that govern this work. • Contribute to process improvement initiatives and cross-functional efforts within Sales Operations.

🎯 Requirements

• Bachelor's degree in a related field, or an equivalent combination of education and experience. • Four or more years of operations, customer service, or transaction-processing experience (or a combination thereof). • Prior experience in insurance or financial services operations, particularly in agent or producer services, licensing, or appointments is preferred. • Demonstrated ability to communicate effectively, both verbally and in writing, with internal teams and external partners including agents, agencies, and back offices. • Strong critical thinking and problem-solving skills, with the ability to research, articulate findings, and drive issues to resolution. • Exceptional attention to detail and comfort with high-volume, high-accuracy transactional processing. • Proven ability to thrive in a fast-paced environment that experiences frequent change, with a flexible mindset and a positive attitude. • Strong collaboration skills, working effectively with peers, cross-functional partners, and external stakeholders.

🏖️ Benefits

• Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. • Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. • All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required. • Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.