Office Manager

Agent Careers; Brasil; Teletrabalho; BRL 20.000 - 80.000; Tempo integral

Resumo da oferta

Join a dynamic Insurance Marketing Organization as an Insurance Operations Manager, where you will play a pivotal role in supporting agents and enhancing operational efficiency. This position requires a proactive individual with a strong background in the life insurance industry, exceptional organizational skills, and the ability to foster relationships with agents and carriers. You will be responsible for onboarding agents, managing case submissions, and providing training on insurance processes. Embrace the opportunity to work in a collaborative, supportive environment that values teamwork and offers long-term growth potential. If you are ready to make a meaningful impact in the insurance sector, this role is perfect for you.

Serviços

Collaborative team environment

Opportunities for long-term growth

Casual work attire

Supportive atmosphere

Qualificações

• 5+ years in life insurance or financial services with strong problem-solving skills.
• Exceptional organizational and multitasking abilities are essential.

Responsabilidades

• Onboard licensed agents and manage documentation for seamless contracting.
• Guide agents through case management and provide operational support.

Conhecimentos

Problem-Solving

Organizational Skills

Communication Skills

Multitasking

Critical Thinking

Adaptability

Formação académica

5+ years in life insurance or financial services

Ferramentas

Google Suite

GoHighLevel

Descrição da oferta de emprego

Position: Insurance Operations Manager
Job Type: Full-Time, Remote
Working Hours: 8:30 AM to 5:00 PM EST, Monday to Friday
Compensation: $2,500-$3,000/month (salary based on assessment)

About the Company
A dynamic Insurance Marketing Organization (IMO) dedicated to providing top-tier support to their agents. Known for a relaxed yet professional work environment, they emphasize teamwork and efficiency to drive success.

Job Summary
We are seeking a proactive, detail-oriented, and highly organized Insurance Operations Manager to join our team. This role goes beyond traditional administrative tasks, requiring a strong understanding of the life insurance industry, excellent problem-solving abilities, and the capacity to foster relationships with agents and carriers. You will serve as a crucial liaison, ensuring seamless operations, timely support, and an outstanding agent experience.

Key Responsibilities

Recruiting & Onboarding

• Assist in onboarding licensed agents, ensuring seamless contracting with insurance carriers.
• Manage documentation to avoid channel conflicts with previous distributions.

Training Support

• Help agents familiarize themselves with various carrier portals, products, and nuances in the insurance process.
• Provide training on running life insurance and annuity illustrations, accessing forms, and navigating digital systems.

Case Management

• Guide agents through their first few cases, ensuring quality applications and accurate submissions to carriers.
• Serve as a liaison between agents and carriers, resolving outstanding requirements and ensuring efficient case management.

Operational Support

• Answer inbound calls from agents, providing exceptional service and solutions.
• Maintain precise records, follow up on time-sensitive tasks, and coordinate with carrier underwriting departments.

Digital Marketing Support (Preferred)

• Assist in developing marketing funnels for agent recruitment and lead generation using tools like GoHighLevel (or similar platforms).
• Help manage digital campaigns for recruiting agents and generating insurance leads for end clients.
• Work with digital marketing databases and assist with managing campaigns until the administrative workload reaches its full capacity.
• Contribute to the execution of major marketing campaigns planned for the next quarter.

Process Improvement

• Identify opportunities to streamline workflows and enhance efficiency.

Qualifications

• Minimum of 5 years of experience in the life insurance or financial services industry (e.g., underwriting, customer service, or similar roles).
• Proven administrative expertise with exceptional organizational and multitasking abilities.
• Strong problem-solving and critical-thinking skills.
• Outstanding verbal and written English communication skills (C1/C2 proficiency).
• Familiarity with life insurance products, carrier portals, and industry terminology.
• High energy, adaptability, and professionalism to handle a fast-paced environment.
• Proficiency in Google Suite (Docs, Sheets, Slides).

Why Join Us?

• Be part of an industry that makes a meaningful impact, supporting agents in helping clients during critical life moments.
• Enjoy a collaborative and supportive team environment.
• Opportunities for long-term growth and stability.
• A modern, relaxed work atmosphere with casual work attire.