Job Description
The Opportunity:
The Insurance Operations & Advisor Servicing Consultant plays a critical role within the MGA Operations team, supporting the end-to-end lifecycle of insurance business across new business processing, inforce servicing, and advisor onboarding and contracting. This role is responsible for optimizing workflows, delivering operational reporting and insights, and managing ad hoc inquiries and projects to enhance efficiency, accuracy, and service quality.
This person will act as a key liaison across internal teams and external partners, ensuring seamless operational execution and continuous process improvement
Responsibilities:
Operational Support & Workflow Management
Oversee and monitor workflows across:
New business processing
Inforce policy servicing
Advisor onboarding, transfers, and contracting
Identify bottlenecks, inefficiencies, and service gaps; recommend and imple...