Agent Services Representative, Onyx
Group 1001

Job Info

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Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

Job Summary:

The Agent Services Representative position will be responsible for the processing of agent/agency onboarding paperwork, case ownership, and agent maintenance to ensure accurately and timely completion of agent transactions. This position's primary focus will be agent and agency onboarding but will also be required to assist with other types of transactions for agent maintenance. The position will be a part of the sales operations team supporting the new internal administrative platform.

Main Accountabilities:

This role will process and review agent and agency onboarding paperwork to determine if it is in good order. For paperwork that is not in good order, the Agent Services Representatives will work directly with agents and back offices to resolve the outstanding issues.

This position has a variety of duties, including but not limited to:

• Process and review agent onboarding paperwork in a timely manner. This includes, but not limited to, entering the data into the system, checking for NIGOs, and working with agents and back offices to resolve NIGOs.
• Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations.
• 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.
• Assist in special projects as needed.

Qualifications:

• Bachelor's degree in a related field or equivalent experience. Advanced level degree a plus

• 3+ years of operational/customer service or processing experience or a combination is preferred

• 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 Highlights:

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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