Strategic Sales Operations & Contracts Advisor

Integrity; Harrisburg (Dauphin County); On-site; 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, PA, part of Integrity, seeks a role that links high-level sales goals with operational compliance. The role manages agent and agency contract changes for new and existing agents and coordinates transitions of books-of-business to ensure accuracy in commission tracking.

You will serve as the bridge between strategic sales initiatives and compliant daily workflows, acting as the central point of contact for internal teams and external partners.

Qualifications

• Oversees contract changes for agent and agency agreements.
• Reviews documentation to meet compliance requirements.
• Tracks and completes contract changes and Book of Business 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, part of Integrity, seeks a role that links high-level sales goals with operational compliance. The role manages agent and agency contract changes for new and existing agents and coordinates transitions of books-of-business to ensure accuracy in commission tracking.

You will serve as the bridge between strategic sales initiatives and compliant daily workflows, acting as the central point of contact for internal teams and external partners.