Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals.  All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

Job Summary:

The Agent Services Consultant position will be responsible for overseeing the coordination of the sales operations function in support of the administration of agents, agencies, banks, broker dealers, and independent marketing organizations.  This position will review, execute, and support the operational needs for the business.  This role will process, support, and help develop the operational processes for agents by utilizing a newly developed service platform which would include processing functions, operations, and customer service.

Main Accountabilities:

The Agent Services Consultant will focus on Processing Onboarding and Quality Assurance or Agent Maintenance.  They will be a subject matter expert in multiple processes and be able to navigate through complex processes.    

This position has a variety of duties, including but not limited to:

• Implement processes and procedures to ensure the accurate and efficient administration of policies including entry of licensing and appointments of agents, and the management of agent complaints.
• Provide information agent licensing and maintenance.
• Provide technical support regarding the set up of agents and maintenance in a newly developed system
• Support policy deployment in the areas of customer satisfaction, on-time delivery, and on-site performance measures.
• Support external vendor arrangements to accomplish identified operations requirements, including inbound mail processing, outbound correspondence generation, check printing, and other administrative functions as necessary.
• Support both Agent/Advisors and Clients with all new business operations.
• Assist in special projects as needed.
• Assists with other duties as assigned.

Qualifications:

• Bachelor’s degree in a related field or a combination of experience/ advanced level degree a plus
• 5+ years of operational/customer service or processing experience or a combination is preferred.
• 5+ years relevant operations experience required in financial services and/or insurance.
• Series 6 or 7 preferred
• Proven ability to communicate effectively.
• Strong problem-solving skills and experience working in a fast-paced environment.
• Strong leadership and communication skills
• Strong working knowledge of the annuity market, with specific focus on the fixed, fixed indexed and variable annuities

Benefits Highlights:  

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.  Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability, and to enroll in the Company’s Employee Assistance Program and other wellness initiatives.  Employees may also participate in the Company’s 401K plan, with matching contributions by the Company. 

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