Agency Quality Assurance Representative at Group 1001 in Zionsville, Indiana

Job Description:

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 Agency Quality Assurance Representative position is responsible for reviewing and ensuring agent, agencies, and agent maintenance items are processed completely and accurately that was entered by the agency processing team. This position's primary focus is licensing and appointments but will also be required to assist with other types of transactions. This role is part of the sales operations team supporting the new internal administrative platform.



Main Accountabilities:



This role will audit and review the data that was input from the agent processing team regarding agent and agency onboarding, can sell, and agent maintenance. The quality assurance representative will create a standardized checklist for review, maintain quality metrics, and communicate these metrics to management.


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

• Reviewing and auditing agent and agency contracting paperwork entered by the agent processing team to allow producers to write business accurately and in a timely manner.


• Learning, retaining, and updating one's knowledge of a wide variety of licensing and appointment information and internal processes and procedures, while adhering to strict financial industry rules and regulations.


• Update and maintain quality data metrics and report them to management.


• Assist with processing other types of maintenance and transactions as needed.


• Support both Agent/Advisors and Clients with all sales operations.


• Assist in special projects as needed.

Qualifications:



• Bachelor's degree in a related field or equivalent experience. Advanced level degree a plus


• 3+ years of operational/customer service or processing experience or a combination is preferred


• Proven ability to communicate effectively


• Strong problem-solving skills and experience working in a fast-paced environment


• Strong leadership and communication skills




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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