Agent Onboarding Specialist

Description

Agent Onboarding Specialist - Fully Remote

Remote

• The Agent Onboarding Specialist will review all new agent on-boarding submissions for completeness.
• They will be provided with a check list and specific process instructions, highlighting all the elements of a complete submission.
• They will access our agent on-boarding vendor platform (Accel) to retrieve and review agent submissions. Upon verification that the submission is complete, they will work within our agency management system to set up the new agent in our system.

Requirements

• The perfect candidate will have experience working on various technology or software solutions. General proficiency with technology.
• The ideal candidate will be very detail oriented, with an ability to review a detailed form and identify missing information or incomplete submissions.
• Any incomplete submission will need to be summarized (as to what specific elements of the submission are lacking – not signed, missing fields, missing forms) and the Agent Onboarding Specialist will be asked to email the agent highlighting the areas of deficiency and requesting they provide the missing information.
• Upon receipt of the information from the agent, the Agent Onboarding Specialist will review the agent reply for completeness and then proceed to set up the agent in our agency management system.
• Communication skills (drafting appropriate email correspondence) will be another area of proficiency required in any candidate.
• Use data provided by retail agents in our agent portal to enter data and create new agencies records in our agency management system.
• After review of data, download documents and save into our agency management system.
• Assist in maintenance and clean-up of agent files with updated documentation from agents.