Sales Operations Administrative Coordinator
Core
Support the operational foundation of insurance business by managing contract data, agent registration, qualification, and termination processes for a commercial general agency.
Role type
Administrative Coordinator (Sales Operations)
Builds
Operational data integrity and compliance for insurance distribution channels
Domain
Insurance / General Agency
Deliverable
dashboards & analysis
Required skills
Data validation and reconciliation, Agent registration and qualification administration, Contract lifecycle management, Regulatory compliance, Document management, High-volume data entry, MS Excel, MS Outlook, Multi-tasking under deadlines
Preferred skills
General Agency business knowledge, Contract administration experience, Agent administration experience, Sales support experience
Responsibilities
Collect, validate, and reconcile proxy partners' insurance contract data; Handle agent registration, qualification examinations, and termination processes; Manage agent-related records and documents; Handle routine inquiries from agents and internal teams; Ensure regulatory compliance for agent administration and contract work.
Seniority
Mid-level, hands-on IC