Agent Distribution Support Specialist
A company is looking for an Agent Distribution Support Specialist who will manage agent and manager hierarchies to ensure reporting accuracy and operational efficiency.
Key Responsibilities
Verify and maintain accurate agent and manager hierarchies with club partners and internal teams
Input, update, and validate hierarchy data in systems of record for accurate reporting and system access
Serve as the primary point of contact for agent hierarchy-related inquiries and implement necessary changes
Required Qualifications
Bachelor's degree in Business, Marketing, Communications, or a similar field preferred
Prior experience in life insurance, annuities, or financial services preferred
High technical aptitude with experience in Microsoft Office, Power BI, SQL, and relational databases
A company is looking for an Agent Distribution Support Specialist who will manage agent and manager hierarchies to ensure reporting accuracy and operational efficiency.
Key Responsibilities
Verify and maintain accurate agent and manager hierarchies with club partners and internal teams
Input, update, and validate hierarchy data in systems of record for accurate reporting and system access
Serve as the primary point of contact for agent hierarchy-related inquiries and implement necessary changes
Required Qualifications
Bachelor's degree in Business, Marketing, Communications, or a similar field preferred
Prior experience in life insurance, annuities, or financial services preferred
High technical aptitude with experience in Microsoft Office, Power BI, SQL, and relational databases