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Manage onboarding and transition processes for new financial representatives and advisors. Serve as the primary contact, coordinate departmental training, assist with account-transfer paperwork, review submissions, track broker-dealer changes, and maintain onboarding systems, forms, workflows, and websites. Lead process-improvement projects while providing high-touch customer service and ensuring accurate, timely transitions.

Leads FP&A processes including budgeting, forecasting, long-range planning, financial reporting, KPI analysis, modeling, and scenario analysis. Partners with executives and cross-functional leaders to deliver insights, business cases, and recommendations. Oversees planning process implementation, reporting tools, variance analysis, process improvement, automation, and risk identification while supporting strategic decision-making and mentoring financial teams.

Processes insurance applications from receipt through policy placement, communicates status with clients and agents, gathers underwriting documentation, coordinates suitability and signature approvals, maintains compliant electronic files, and prepares policies for issuance and delivery. The role requires strong organization, communication, documentation, follow-up, regulatory awareness, attention to detail, and the ability to meet productivity and quality standards.

Supports sales and revenue growth for assigned insurance agents and agencies by managing relationships, tracking KPIs, explaining carrier products, supporting sales processes, and delivering training. The role collaborates with Agent Success leadership, contributes to department strategy, educates agents on products and industry developments, and helps achieve weekly performance goals through communication, organization, and customer service.

Reviews and audits inbound and outbound sales calls, tracks call quality, validates QA data, prepares individual and shared reports, and identifies improvement opportunities with learning and resource development teams. The role requires knowledge of Medicare, CMS compliance, insurance sales processes, and related business tools, along with strong communication, computer, and Excel skills.

Processes agent contracts through submission workflows and carrier portals, gathers missing onboarding information, sends contracting links, documents actions, and provides customer support. Serves as a subject matter expert on agent contracting, communicates with agents and leadership, meets processing deadlines, and assists colleagues with contracting procedures. The role requires accurate recordkeeping, problem solving, strong written and interpersonal communication, flexibility during peak periods, and ongoing process improvement.

Reviews and reconciles insurance commission statements, inputs policy data, processes agent commission payments, resolves discrepancies with carriers, and generates commission reports. Maintains commission documentation, handles agent inquiries, performs quality oversight, supports process improvements, and executes complex financial transactions accurately. Requires strong Excel and computer skills, problem-solving ability, communication, organization, independent work, and collaboration. Insurance experience is preferred but not required.

Produces high-quality video content for events, training, promotions, and social media. Responsibilities include planning shoots, capturing and editing video, recording quality audio, setting up equipment at events, supporting live production, and coordinating with marketing teams and external partners. The role requires travel to road shows and regional conventions, strong organizational skills, and knowledge of sound and lighting techniques.

Processes and reconciles insurance carrier commission statements, calculates and distributes payments, investigates discrepancies, monitors receivables, and maintains accurate commission records. Prepares recurring reports, supports forecasting and revenue tracking, processes adjustments and chargebacks, and coordinates with accounting, payroll, agents, and carriers. The role also maintains procedures, protects confidential financial information, and ensures compliance with agency policies, carrier agreements, and regulatory requirements.

Facilitate sales and marketing activities for long-term care insurance products, manage agent relationships and regional accounts, provide consultative case design, educate consumers and advisors, generate sales, explain product and underwriting requirements, support applications, distribute marketing materials, and maintain knowledge of products, regulations, carrier changes, and company processes.