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Schedule appointments for insurance agents by handling incoming calls, making outbound calls to prospective customers, introducing company products or services, and confirming appointment dates and times. Enter and code appointment data accurately, provide required information to General Managers, and maintain a professional, ethical customer experience. The role is performed in a call-center environment and requires strong communication, interpersonal, and attention-to-detail skills.

Processes annuity new-business requests for financial professionals, applying knowledge of insurance carriers, products, websites, procedures, and regulations. Provides proactive customer service, education, and communication while maintaining quality and productivity standards. Builds relationships with producers, communicates operational changes, resolves issues, and uses sound judgment to support customers and business partners. The role also requires familiarity with third-party platforms such as FireLight, SureLC, and RegEd.

Drives insurance sales by building relationships with producers, recruiting and developing agents, promoting products and marketing campaigns, supporting complex illustrations, and meeting team sales goals. The role proactively manages agent accounts, coordinates with sales and operations teams, develops expertise in insurance products and underwriting, and uses client management systems to manage the sales process.

Supports strategic partnerships with insurance carriers, broker-dealers, and internal stakeholders. Coordinates business plans, cross-functional initiatives, timelines, deliverables, communications, and executive updates. Researches industry and competitor trends, analyzes sales and partnership data, develops dashboards and reports, and tracks marketing and partnership effectiveness to support growth, retention, and partner satisfaction.

Plan, execute, and optimize email marketing campaigns across business, affiliate, and partner channels. Manage segmentation, automated journeys, content coordination, testing, deployment, reporting, dashboards, and performance optimization. Collaborate with marketing, design, content, vendors, and stakeholders to deliver compliant campaigns that support engagement, lead nurturing, retention, and growth. Ensure adherence to email deliverability, privacy, regulatory, and brand standards.

Sell life, long-term care, and disability income insurance to clients and advisors through discovery, needs analysis, solution explanation, applications, and underwriting follow-through. Manage sales activity, incoming and preset calls, pending business, and cases through purchase. Explain insurance, estate planning, business planning, asset leveraging, 1035 exchanges, and coverage needs while meeting sales quotas and supporting referral sources.

Leads the design and maintenance of automated data systems for insurance commission processing, accounts payable, payroll reconciliation, and agency payments. Builds ingestion, validation, normalization, reconciliation, mapping, encryption, and self-service tools. Manages agent and agency master data and cloud-hosted infrastructure with backup and recovery capabilities. Improves financial operations by replacing manual spreadsheet workflows with secure, scalable, auditable pipelines.

Provides customer service and operational support for new business processing in insurance and financial services. Responds to routine inquiries, tracks application and case statuses in internal and carrier systems, coordinates updates with internal teams and external partners, and supports service-level goals. Participates in training on insurance products, carrier platforms, and compliance procedures.

Provides technical support to internal and external agents using online platforms and mobile devices. Responsibilities include configuring iPads, iOS, Microsoft Surface tablets, Microsoft accounts, MFA, Microsoft Authenticator, Outlook mobile, and email access. The role performs password resets, account setup and activation, platform administration, troubleshooting, customer assistance, and escalation of unresolved issues across AgentXcelerator and VUE.

Supports the Legal Department with contract data coding, organization, analysis, intake, routing, tracking, and quality checks. Reviews agreements to identify key terms, maintains accurate contract records, prepares summaries and reports, and assists with legal operations projects. The role provides training in contract structures, contracting systems, legal workflows, and corporate legal operations while requiring discretion with confidential information.