Operations Specialist, Agency Engagement - Hybrid Environment (Finance)

Job Overview: You will oversee agency onboarding, transactions, and producer appointments, acting as the primary coordinator for new agent appointments. This role involves collaborating with legal on contracts, ensuring compliance with multi-state regulations, and maintaining strong relationships with both external agents and internal stakeholders. In addition, you will oversee the agency compensation process and lead and/or develop process improvements, monitoring compliance, and participating in quarterly licensing audits.

This role requires a deep understanding of the insurance business, agency operations, cross department workflows, and data-driven decision-making.  Skills that are important to possess include project management and the ability to work cross-functionally on processes, procedures and initiatives related to the day-to-day management of Beacon's agency distribution.

Key Responsibilities:

• Manage the end-to-end agent onboarding process and coordinate agency training.
• Partner with legal on producer appointments, terminations, and contract updates.
• Ensure compliance with multi-state regulations and maintain accurate records.
• Build strong relationships with agents and internal teams.
• Lead agency licensing audits and address compliance issues proactively.

• Coordinate and drive annual agency planning process, including master spreadsheet and business plans
• Produce Agency production reports and tracking to evaluate performance of key programs and initiatives
• Oversee Agency Compensation process, including communication, planning, and budgeting
• Troubleshoot cross department issues involving agents and ensure issue is brought to resolution

What You Bring:

• Knowledge of insurance operations, and/or agency operations
• Ability to learn and work with and through cross functional department workflows
• Aptitude to review and interpret data

• Ability to research and resolve problems using critical thinking skills
• Strong project management skills and a detail-oriented approach
• Excellent interpersonal skills to communicate effectively and build relationships.

Requirements:

Bachelor's degree in business, finance, or a related field and 5 years previous experience in insurance agency management, policyholder services, or a similar role or equivalent combination of skills and experience.

Strong understanding of insurance operations and agency workflows.

Experience in data-driven decision-making and report generation

Why Work Here….

Competitive base salary along with a broad range of compensation initiatives

Comprehensive health plans, life insurance and wellness programs

Generous vacation time, plus telecommuting and flexible schedule arrangements

Retirement savings plan and 401(k) educational programs

Learning and development opportunities

Friendly, inclusive, and supportive culture of caring and belonging

Professional environment based on knowledge sharing and teamwork

Work/Family Friendly

Dedication to the health and wellness of our employees and a long-standing winner of Worksite Wellness Awards

Beacon is proud to be an EEO/AA Employer and first place award winner of the 2023 and 2024 Best Places to Work in RI

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