Agency Credentialing & Onboarding Lead

Keystone Advisors; Houston (TX); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

Keystone Advisors is seeking an Agency Credentialing Lead in Houston to oversee agency and agent credentialing, contracting, and onboarding. You will coordinate with carriers, monitor statuses, and ensure timely, accurate activation and compliance across partners.

Lead a credentialing team, optimize processes, analyze data, and drive continuous improvement while partnering with Sales, Compliance, Finance, and Operations to maintain high service quality and accurate records.

Formación

• Experience leading credentialing teams and coordinating with multiple stakeholders.
• Strong analytical skills to analyze credentialing data and billing discrepancies.
• Ability to develop procedures, checklists, and QA processes for accuracy.

Responsabilidades

• Oversee end-to-end agency credentialing and contracting processes.
• Monitor applications, approvals, and activation timelines with carriers and internal teams.
• Provide training and coaching to credentialing staff and set performance expectations.
• Maintain audit-ready credentialing records and ensure regulatory compliance.
• Develop dashboards and reports to track volume, timelines, and onboarding status.
• Collaborate with Compliance, Finance, Sales, and Carrier partners to resolve issues.

Conocimientos

Leadership

Organizational skills

Analytical ability

Attention to detail

Continuous improvement mindset

Herramientas

Salesforce

Descripción del empleo

Keystone Advisors is seeking an Agency Credentialing Lead in Houston to oversee agency and agent credentialing, contracting, and onboarding. You will coordinate with carriers, monitor statuses, and ensure timely, accurate activation and compliance across partners.

Lead a credentialing team, optimize processes, analyze data, and drive continuous improvement while partnering with Sales, Compliance, Finance, and Operations to maintain high service quality and accurate records.