Sales Operations Advisor (Hybrid) Harrisburg, PA

Integrity; Harrisburg (Dauphin County); Híbrido; USD 70 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short-Term and Long-Term Disability

Resumo da oferta

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.

Responsabilidades

• 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.

Descrição da oferta de emprego

**Sales Operations Advisor (Hybrid)****Ritter Insurance Marketing****Harrisburg, PA****About Ritter Insurance Marketing**Ritter Insurance Marketing, an Integrity company, is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280 full-time Ritter employees support the business of over 15,000 independent insurance agents in all 50 states. Its proprietary software development and agent service departments develop and market leading business solutions for insurance agents.**Job Summary**This role serves as a critical link between high-level sales goals and operational compliance. Manages agent and agency contract changes for new and existing agents and facilitates the transition of books-of-business transactions between agents, ensuring accuracy in commission tracking. This role serves as a bridge between strategic sales initiatives and compliant operational daily workflows, and acts as the central point of contact for internal teams and external partners.**Primary 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**Benefits Available*** Medical/Dental/Vision Insurance* 401(k) Retirement Plan* Paid Holidays* PTO* Community Service PTO* FSA/HSA* Life Insurance* Short-Term and Long-Term Disability**About Integrity****Integrity** is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. **Integrity** is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.**Integrity** offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At **Integrity,** you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.Headquartered in Dallas, Texas, **Integrity** is committed to meeting Americans wherever they are — in person, over the phone or online. **Integrity’s** employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.*Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.*