Minnetonka, MN, 55345, USA
2 days ago
Broker Agent Service Analyst
Job Description You will work in the office 2-3 days a week and rotate to your work at home environment for the other days. The first week for training is in office 8:30 am 5 pm. After that it is 2 days in office the remaining work from home, with in-office days being Tuesday, Wednesday, or Thursday and a flexible schedule between 6 am-6 pm, 8 hour shifts. 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 client's Agent Lifecycle Management. 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. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ . Skills and Requirements · 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) · Reliable high speed internet connection at home and a private area to work · Ability to work overtime as needed - Comfortable working with multiple screens and multiple systems. - Proficient in Excel (basic to intermediate level). - Strong attention to detail. Ideal Backgrounds:  Recent college grads or less experienced professionals tend to perform well due to the independent work style.  Candidates should be self-directed once trained, with minimal need for micromanagement. Industry Experience:  Health insurance experience is a plus due to system familiarity.  Marketing backgrounds have translated well due to tech adaptability.  Banking/finance (e.g., loan processors, underwriters) could be a good fit null We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
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