What are the responsibilities and job description for the Operations Specialist, Agency Engagement - Hybrid Environment position at Beacon?
Job Overview: You will oversee agency onboarding, transactions, and producer appointments, acting as the primary coordinator for new agent appointments. This role involves collaborating with legal on contracts, ensuring compliance with multi-state regulations, and maintaining strong relationships with both external agents and internal stakeholders. In addition, you will oversee the agency compensation process and lead and/or develop process improvements, monitoring compliance, and participating in quarterly licensing audits.
This role requires a deep understanding of the insurance business, agency operations, cross department workflows, and data-driven decision-making. Skills that are important to possess include project management and the ability to work cross-functionally on processes, procedures and initiatives related to the day-to-day management of Beacon’s agency distribution.
Key Responsibilities:
- Manage the end-to-end agent onboarding process and coordinate agency training.
- Partner with legal on producer appointments, terminations, and contract updates.
- Ensure compliance with multi-state regulations and maintain accurate records.
- Build strong relationships with agents and internal teams.
- Lead agency licensing audits and address compliance issues proactively.
- Coordinate and drive annual agency planning process, including master spreadsheet and business plans
- Produce Agency production reports and tracking to evaluate performance of key programs and initiatives
- Oversee Agency Compensation process, including communication, planning, and budgeting
- Troubleshoot cross department issues involving agents and ensure issue is brought to resolution
What You Bring:
- Knowledge of insurance operations, and/or agency operations
- Ability to learn and work with and through cross functional department workflows
- Aptitude to review and interpret data
- Ability to research and resolve problems using critical thinking skills
- Strong project management skills and a detail-oriented approach
- Excellent interpersonal skills to communicate effectively and build relationships.
Requirements:
Bachelor’s degree in business, finance, or a related field and 5 years previous experience in insurance agency management, policyholder services, or a similar role or equivalent combination of skills and experience.
Strong understanding of insurance operations and agency workflows.
Experience in data-driven decision-making and report generation
Why Work Here….
Competitive base salary along with a broad range of compensation initiatives
Comprehensive health plans, life insurance and wellness programs
Generous vacation time, plus telecommuting and flexible schedule arrangements
Retirement savings plan and 401(k) educational programs
Learning and development opportunities
Friendly, inclusive, and supportive culture of caring and belonging
Professional environment based on knowledge sharing and teamwork
Work/Family Friendly
Dedication to the health and wellness of our employees and a long-standing winner of Worksite Wellness Awards
Beacon is proud to be an EEO/AA Employer and first place award winner of the 2023 and 2024 Best Places to Work in RI
