Sales Operations Advisor - Insurance Contracts & Compliance

Integrity; Harrisburg (Dauphin County); Hybrid; USD 65,000 - 95,000; 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 seeks a Sales Operations Advisor to bridge high‑level sales goals and compliant daily workflows. You will manage the full lifecycle of agent and agency contract changes and facilitate the transition of books‑of‑business transactions between agents, ensuring accurate commission tracking.

This role acts as the central point of contact for internal teams and external partners, working with sales and operations to support onboarding of large agency contracts

Qualifications

• 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.
• Executes 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.

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.
• Executes 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 seeks a Sales Operations Advisor to bridge high‑level sales goals and compliant daily workflows. You will manage the full lifecycle of agent and agency contract changes and facilitate the transition of books‑of‑business transactions between agents, ensuring accurate commission tracking.

This role acts as the central point of contact for internal teams and external partners, working with sales and operations to support onboarding of large agency contracts