Agent Services Representative

6 hours ago


Zionsville, Indiana, United States Group1001 Full time
Job Summary: The Agent Services Representative position is responsible for processing agent/agency onboarding paperwork, case ownership, and agent maintenance to ensure accurate and timely completion of agent transactions. This role will work closely with agents and back offices to resolve outstanding issues and maintain a high level of customer satisfaction.

Main Responsibilities:
  • Process and review agent onboarding paperwork in a timely manner, including entering data into the system and checking for NIGOs.
  • Work with agents and back offices to resolve NIGOs and ensure accurate and timely completion of agent transactions.
  • Assist with processing other types of maintenance and withdrawal transactions as needed.
  • Provide information regarding agent licensing and agent maintenance.
  • Support both Agent/Advisors with all new business operations.
Requirements:
  • Bachelor's degree in a related field or equivalent experience.
  • 3+ years of operational/customer service or processing experience or a combination.
  • 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.
Benefits:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. 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, and to enroll in the Company's Employee Assistance Program and other wellness initiatives. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.

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