Job Description
1 week ago Be among the first 25 applicants We are looking for a bilingual, highly motivated, team-oriented individual to join our Agent of Records team as an Agent of Record Specialist on a regular, full-time basis.
Reporting to the Assistant Manager, Small Business Delivery, you will be responsible for Advisor onboarding support, contracting, commissions changes and Group Benefit Advisor Site approvals.
Position Responsibilities
Advisor Management and Support: Maintain positive onboarding and relationships, process National Agent of Records & Letter of Authorization changes, handle contracting requests, inquiries, and manage commissions changes. Business Operations: Oversee transfer of business and Advisor block changes, maintain and update Advisor/Client information on GroupLinks, and ensure MGA alignment and project management. Technical and Access Support: Manage National Advisor Portal access registration, provide troubleshooting/technical assistance, a...
Reporting to the Assistant Manager, Small Business Delivery, you will be responsible for Advisor onboarding support, contracting, commissions changes and Group Benefit Advisor Site approvals.
Position Responsibilities
Advisor Management and Support: Maintain positive onboarding and relationships, process National Agent of Records & Letter of Authorization changes, handle contracting requests, inquiries, and manage commissions changes. Business Operations: Oversee transfer of business and Advisor block changes, maintain and update Advisor/Client information on GroupLinks, and ensure MGA alignment and project management. Technical and Access Support: Manage National Advisor Portal access registration, provide troubleshooting/technical assistance, a...