Data Coordinator - Channel Partner

What Will Be Your Purpose

The Channel Partner Data Coordinator I is responsible for coordinating the appointment renewal process and establishing and updating Group Agent of Record data within all appropriate channel partner systems in accordance with document SOPs.

What Will You Be Doing

• Manage the Channel Partner Information (CPIM) Mailbox daily; creation of Tracking Records in AgentPoint for applicable inquiries received in the mailbox
• Set-up and maintain channel partner data in multiple systems/databases in compliance with SOPs and data integrity safeguards.
• Vet and Validate Agent of record (AOR) requests to ensure agent is qualified to receive credit for sale, prior to creating Tracking Records, such as properly licensed and certified. (Small group and Consumer Individual Over and Under 65 Business)
• Coordinate the receipt, distribution and document management of internal and external agent record changes, financial transaction and policy and procedure requirements.
• Communicate status, updates, and issues to appropriate CPIM team member and leadership.
  Identify impacts to internal and external stakeholders (a.k.a. Sales team, Agencies, Retail and Telesales) and use sound judgment to assess solutions and outcomes, in working with team and CPIM leadership.
• Demonstrate ability to develop and maintain effective work relationships, including strong written and verbal communications, to build trust collaboration and sense of urgency in resolving issues.
• Communicate and provide status updates, including effective escalation, to appropriate sales leadership, related to quality or workflow distribution objectives.
• Keep stakeholders and business partners informed regarding channel partner status changes via phone, emails, and service request updates.
• Track stakeholder issues and concerns to identify and report improvement opportunities.
• Proactively identify and communicate continuous improvement opportunities within the scope of the job including but not limited to the improvement of/updates to SOPs, processes and forms as required by the changing business environment.
• Perform quality checks to ensure all process steps have been completed accurately and in accordance with business process flows, policies, and SOPs.

What You Must Have

• 2+ years related work experience or equivalent combination of transferable experience and education with working in insurance sales support (e.g., with internal sales reps or external agents, brokers or consultants, insurance sales commissions, contracts and/or appointments) and data/inventory management experience.
• High school diploma or GED
• Proficiency in navigating multiple systems, including system data change.
• Proven analytical and work distribution planning and monitoring capabilities.

What We Prefer

• Some working knowledge of Channel Partner Information Management processes
• Some working knowledge of agency/agent appointment and termination process
• Familiar with MS Office products - Excel, Word, PowerPoint, Outlook, etc
• Familiar with Adobe PDF
• Possess a 2-15 Health, Life, and Variable Annuity License

General Physical Demands

• Sedentary work: Exerting up to 10 pounds of force occasionally to move objects.
• Jobs are sedentary if traversing activities are required only occasionally.

We are an Equal Opportunity/Protected Veteran/Disabled Employer committed to creating a diverse, inclusive, and equitable culture for our employees and communities