Business Operations Representative

Our client is looking for a Business Operations Representative to join their team! 

Job: Business Operations Representative

Work Schedule: M-F | FT | core business hours 9am-4pm | ideally 8:00-4:45

Location: Remote – required onsite once per month. Must be in commutable distance from St Paul, MN.

Pay: $21-$23/hr

Contract: 12 months with the opportunity to extend or convert

Position Overview:

This position establishes and maintains all initial and renewal licenses and appointment records and is responsible for submitting appointments to states in a timely manner.

Responsibilities include but not limited to:

·         Ensures all initial and renewal appointments are processed in accordance with state and Company rules and regulations.

·         Prepares and submits applications and fees to state insurance departments via online vendor.

·         Reviews to make sure reps are properly licensed before submitting appointments to states.

·         Maintains computer records and appropriately charges agencies/agents for appointment fees.

·         Communicates with Financial Professional(s) to obtain outstanding requirements necessary to complete contracting and/or appointment process.

·         Processes all contracts and paperwork.

·         Ensures all selected candidates are appropriately licensed and creates agent records in back-office system(s).

·         Obtains legal documents and signatures to ensure contracts are legally binding.

·         Works closely with channel and distribution partners to answer questions related to on-boarding, licensing, and appointment rules.

·         Processes terminations and ongoing continuing education updates, licensing, and insurance requirements in back-office system(s).

·         Communicates with Financial Professional(s) regarding the updates being performed.

·         Qualifications:

·         Effective communication skills to provide the best service to Financial Professions, Business and Channel Partners.

·         Analytical and problem-solving skills to review paperwork for completeness and accuracy as well as identify potential areas of concern.

Preferred Qualifications:

·         Experience providing the best customer service to Financial Professions, Business and Channel Partners.

·         Proficiency with Adobe Acrobat, MS Office Suite.

·         Understanding of financial and insurance industry regulations.

·         Physical Job Requirements:

·         Ability to utilize keyboard, mouse and computer for up to 8 hours per day.

·         Ability to work at least 40 hours per week.

·         Ability to utilize telephone for 2-4 hours per day.

·         Ability to perform grasping tasks throughout the entire work day (examples: handwriting, grasping of equipment/machines, paper manipulation, sorting, folding, handling stacks of paper)

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