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15 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Insurance • Professional Services • Software • Financial Services
Owns enterprise GRC platform administration and migration, including configuration, access, workflows, integrations, reporting, dashboards, and module rollouts. Builds executive risk analytics and key risk indicator reporting, supports control testing, documents processes, trains users, and drives platform automation. Partners with audit, risk, privacy, cybersecurity, IT, and vendors to improve compliance operations and eliminate redundant tooling.
Top Skills: Ai-Assisted WorkflowsArcherHrisExcelOnspringServicenowSQLWorkiva
16 Days AgoSaved
In-Office
Scottsdale, AZ, USA
Mid level
Mid level
Insurance • Professional Services • Software • Financial Services
Supports fixed annuity issuance and processing, daily workflow systems, reporting, application data entry, process improvements, technology testing, and administrative operations. Handles communications, correspondence, package distribution, scanning, filing, and office support for new business and agent support teams. Requires strong accuracy, customer service, organization, communication, follow-up, and teamwork skills, with administrative experience in insurance or investment environments preferred.
Top Skills: MS OfficeSalesforce
16 Days AgoSaved
Remote
South Dakota, USA
Junior
Junior
Insurance • Professional Services • Software • Financial Services
Leads sales activities for independent insurance agents, recruits and onboards new agents, provides product and selling-tool training, supports agent retention, and helps achieve company sales objectives. The role also includes personal sales as directed by management, participation in meetings, and administrative support.
Top Skills: AdobeEmailInternetSpreadsheet SoftwareWord Processing Software
16 Days AgoSaved
In-Office
Des Moines, IA, USA
Entry level
Entry level
Insurance • Professional Services • Software • Financial Services
Manages sales support operations for agents, marketers, and office staff. Handles inquiries, case consultations, licensing, contracting, new business support, database updates, follow-ups, product positioning, pre-sale issue resolution, escalations, and commission-related planning. Serves as a subject matter expert on insurance carrier products and participates in cross-functional project teams.
16 Days AgoSaved
In-Office
Olathe, KS, USA
Entry level
Entry level
Insurance • Professional Services • Software • Financial Services
Manages commission accounting operations, including reviewing and reconciling carrier statements, calculating agent commissions, processing advances, resolving payment discrepancies, generating reports, and maintaining records. Leads and coaches a team of 10–15 analysts, supports agent inquiries, performs quality oversight, improves accounting procedures, and ensures accurate and timely payments.
Top Skills: Agency Management SystemExcelMS Office
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20 Days AgoSaved
In-Office
Scottsdale, AZ, USA
Junior
Junior
Insurance • Professional Services • Software • Financial Services
Supports insurance producers, financial advisors, and institutions by preparing customized annuity proposals and illustrations. Reviews financial information, evaluates client needs, identifies suitable annuity products, maintains product and rate knowledge, and communicates proposal recommendations. The role also handles inbound and outbound calls, coordinates with sales teams and carrier representatives, documents activity, analyzes proposal trends, and provides marketing materials. It is positioned as an entry point toward commissioned sales opportunities.
Top Skills: ExcelMS OfficeMicrosoft OutlookMicrosoft Word
20 Days AgoSaved
In-Office
Des Moines, IA, USA
Mid level
Mid level
Insurance • Professional Services • Software • Financial Services
Supports downline insurance agencies and agents throughout the sales process, including case design, illustrations, product education, licensing, contracting, applications, and follow-up. Handles inbound and outbound sales requests, maintains agent records, provides sales positioning, resolves pre-sale concerns and escalations, and supports cases through payment. Builds strong agent relationships while delivering knowledgeable, tactful customer service and consultation.
21 Days AgoSaved
In-Office
Des Moines, IA, USA
Junior
Junior
Insurance • Professional Services • Software • Financial Services
Supports downline insurance agencies and agents through the sales cycle, including case design, illustrations, product education, sales positioning, licensing, contracting, applications, quotes, and follow-up. Handles inbound and outbound requests, provides case consultation, maintains agent information in the company database, and supports agents through payment.
Top Skills: Company DatabaseEmailTelephone
21 Days AgoSaved
In-Office
Dallas, TX, USA
Entry level
Entry level
Insurance • Professional Services • Software • Financial Services
Processes insurance license applications, renewals, changes, Secretary of State filings, DBA registrations, and certificates of insurance. Maintains accurate records, responds to routine status inquiries, follows established procedures, meets productivity and quality goals, and escalates complex issues. Works collaboratively while developing knowledge of state-specific licensing, filing, and regulatory processes.
Top Skills: MS OfficeNiprSircon
22 Days AgoSaved
In-Office
2 Locations
Entry level
Entry level
Insurance • Professional Services • Software • Financial Services
Serves as the primary liaison among insurance agents, carriers, and the company. Provides proactive customer support, troubleshoots issues, guides agents through contracting and certification processes, navigates carrier portals, resolves escalations, documents interactions, conducts outreach, and maintains strong relationships to improve agent satisfaction and loyalty. Requires strong communication, problem-solving, organization, empathy, professionalism, and multitasking skills, with limited day travel and occasional overnight travel.
Top Skills: Carrier Portals
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