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<p>Summary: The Producer Onboarding Analyst will assist in the development and execution of a seamless onboarding experience for new agency partners and producer code enrollment changes for various CISA tiers. This position will also focus on policy level transfers to assist with broker consolidations, producer management system updates, and responsibilities as part of the Producer Services team. The ideal candidate is detail-oriented, can manage their workload in a fast pasted environment, and possesses excellent communication skills.</p> <p>Key Responsibilities:</p> <ul> <li>Onboard new producers and update information for new agents in internal systems. </li><li>Prepare and maintain records pertaining to newly onboarded and prospective agents. </li><li>Prepare and send termination letters for agents. </li><li>Provide backup support for termination letters for all existing producers. </li><li>Utilize the following systems according to established workflows for multiple internal systems </li><li>Respond to questions and requests from external agency partners/prospective new agents and obtain appropriate approval for all changes. </li><li>Assist with the collection of necessary documentation (ie. new agent background checks and license verification) and reporting needs to assist with internal and external audits. </li><li>Monitor and respond to questions that come in via the Enrollments mailbox and ensure timely responses and/or refer issues to management as outlined in training. </li><li>Process policy level transfers following established workflows. </li><li>Triage applicable shared mailboxes to ensure all accurate and timely routing of requests. </li><li>Work on special projects as requested such as, excel reports, trend analysis, partnership with other groups </li><li>Provide backup coverage for assigned team members during periods of high volume and/or absences to assist with excessive workloads and rush requests. </li></ul>
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If you already have an account, you can LOGIN to post a job or manage your other postings.
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