Hybrid Sales Ops Advisor: Compliance & Contracts

Integrity; Harrisburg (Dauphin County); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short-Term and Long-Term Disability

Job summary

Ritter Insurance Marketing in Harrisburg, PA, is seeking a Sales Operations Advisor to bridge sales goals with compliant operational workflows. Hybrid role requiring collaboration with internal teams and external partners to manage agent contracts and book-of-business transfers.

You will oversee contract changes, document collection for compliance, and tracking through completion, while supporting efficient onboarding of large agency contracts and policy transfers.

Responsibilities

• Oversees the full lifecycle for all types of agent and agency contract changes.
• Administers the collection and reviewing of documentation to meet compliance requirements.
• Responsible for submitting contract changes and tracking through completion.
• Establish and manage regular check-ins with external partners.
• Optimizes tracking and management of large agency contracts as they are onboarded.
• Manages all agent-to-agent Book of Business Transfers through completion.
• Completes analysis to determine eligibility for policy transfers.
• Execute the movement of policies change documentation between sales and operational internal teams.
• Working knowledge of carrier processes for Agent-of-Record changes (Book of Business transfers).
• Works collaboratively with internal sales teams and operational departments.

Job description

Ritter Insurance Marketing in Harrisburg, PA, is seeking a Sales Operations Advisor to bridge sales goals with compliant operational workflows. Hybrid role requiring collaboration with internal teams and external partners to manage agent contracts and book-of-business transfers.

You will oversee contract changes, document collection for compliance, and tracking through completion, while supporting efficient onboarding of large agency contracts and policy transfers.