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Onboarding Specialist

2 months ago

Hopkins, United States Insight Global Full time

Required Skills & Experience

- Willing to work onsite 2 days/week

· HS Diploma or GED

· 3+ months of experience in a production, auditing, or analyst role

· Proficient with Microsoft Word (creating and editing documents) Excel (general spreadsheet navigation) and Outlook (email and calendar)

· Experience working with multiple system platforms

· Reliable high speed internet connection at home and a private area to work

· Ability to work overtime as needed


Description:

In this position you will play a key role in supporting Medicare & Retirement Sales Operations by analyzing and processing new and existing agent requests for the Agent Lifecycle Management team. In this role you will become responsible for entry-level to intermediate processing in addition to developing expertise related to processing insurance agent license applications and supporting materials through to completion. You will work in the office 2-3 days a week and rotate to your work at home environment for the other days.


Key Duties:

· Perform analysis of submitted material for completeness and accuracy, analyzing, credentials and documentation

· Ensure cases adhere to all policies and procedures, in addition to federal and state laws and regulations

· Production desk processing of licensing, appointing and contracting work, including routine projects and cleanup initiatives.

· Acts as internal liaison and customer service resource for producers and sales leaders relative to licensing and appointment process, systems issues, and coordination efforts to achieve "ready to sell" status.

· Identify risks or issues and assess/implement alternate solutions

· Meets all department standards for quality and service level agreements.