Sales Operations & Contracts Specialist (Hybrid)

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

Benefits offered by this job

Health insurance

401(k) plan

Paid holidays

PTO

Volunteer PTO

Job summary

Ritter Insurance Marketing is seeking a Sales Operations Advisor to bridge strategic sales goals with compliant, efficient operations in a hybrid role based in Harrisburg, PA. You will manage agent and agency contract changes, ensure accurate commission transfers, and coordinate with internal teams and external partners to support a seamless transition of books‑of‑business.

The role emphasizes compliance, documentation review, and ongoing collaboration with sales and operations to optimize

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.
• Works 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 is seeking a Sales Operations Advisor to bridge strategic sales goals with compliant, efficient operations in a hybrid role based in Harrisburg, PA. You will manage agent and agency contract changes, ensure accurate commission transfers, and coordinate with internal teams and external partners to support a seamless transition of books‑of‑business.

The role emphasizes compliance, documentation review, and ongoing collaboration with sales and operations to optimize