Agent Hierarchy Management Associate

A company is looking for an Associate, Agent Hierarchy Management. Key Responsibilities Maintain and update agent hierarchy structures in internal and external systems Support onboarding workflows by processing hierarchy and placement requests for new agents and agencies Collaborate with Licensing and Commissions teams to ensure proper agent alignment for compensation and reporting Qualifications 2+ years of experience in administrative operations, data entry, licensing, or insurance support roles Proficiency in Microsoft Office Suite, especially Excel Experience with CRM or agency management systems Ability to work independently and collaboratively across departments Experience in the life insurance industry or agency distribution setting is preferred

Apr 16, 2025 - 18:05
 0
Agent Hierarchy Management Associate
A company is looking for an Associate, Agent Hierarchy Management. Key Responsibilities Maintain and update agent hierarchy structures in internal and external systems Support onboarding workflows by processing hierarchy and placement requests for new agents and agencies Collaborate with Licensing and Commissions teams to ensure proper agent alignment for compensation and reporting Qualifications 2+ years of experience in administrative operations, data entry, licensing, or insurance support roles Proficiency in Microsoft Office Suite, especially Excel Experience with CRM or agency management systems Ability to work independently and collaboratively across departments Experience in the life insurance industry or agency distribution setting is preferred