Process life and health insurance applications and transactions, determine eligibility, issue or decline coverage, maintain accurate records, generate correspondence, collaborate with internal teams, meet production and quality standards, and support operational and regulatory compliance.

Manage calculation and payment of non-payroll commissions, audit and reconcile commission and vendor data, liaise with carrier partners and technology teams, enter and code vendor invoices, resolve discrepancies, handle large datasets, and produce ad hoc financial reports and analysis for management.