Sales Operations & Contracts Lead (Hybrid)

Ritter Insurance Marketing (Integrity Marketing Group); Harrisburg (Dauphin County); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

Paid Time Off

Community Service PTO

FSA/HSA

Life Insurance

Disability Insurance

Job summary

Ritter Insurance Marketing in Harrisburg, PA, is seeking a Sales Operations Advisor to bridge strategic sales initiatives and compliant daily workflows. This hybrid role manages agent and agency contract changes, ensures accurate commission tracking, and coordinates transitions of books-of-business between agents and internal teams.

The ideal candidate will oversee documentation for compliance, track changes through completion, and work closely with external partners to optimize onboarding and

Qualifications

• Experience managing contract changes for agents and agencies.
• Strong understanding of compliance requirements in insurance sales.
• Ability to coordinate between sales, operations and external partners.

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.

Skills

Contract management

Compliance

Sales operations

Cross-functional collaboration

Tools

CRM systems

Contract management software

Job description

Ritter Insurance Marketing in Harrisburg, PA, is seeking a Sales Operations Advisor to bridge strategic sales initiatives and compliant daily workflows. This hybrid role manages agent and agency contract changes, ensures accurate commission tracking, and coordinates transitions of books-of-business between agents and internal teams.

The ideal candidate will oversee documentation for compliance, track changes through completion, and work closely with external partners to optimize onboarding and