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Serve as the designated marketing partner for assigned business units, develop annual marketing plans and deliverables (emails, brochures, web and social content, events, trade show materials), manage projects and approvals for compliance and branding, perform administrative project support, and measure campaign effectiveness.

The Contracting Specialist supports the contracting process by handling agent outreach, processing documents, and maintaining agent records while ensuring quality standards.

Hands-on technical manager who leads a small development and data engineering team to design, build, and deliver software, data pipelines, integrations, and BI solutions. Oversees CRM/platform development, API integrations, data warehousing, reporting, release management, and compliance/data governance while contributing to architecture and coding.

Support end-to-end agent contracting, hierarchy management, and commission processes for Health and Wealth products. Investigate and resolve contracting/compensation discrepancies, produce reporting, document cases in CRM, ensure compliance with HIPAA/PHI, recommend process improvements, and partner with Commissions, Contracting, Finance, and Technology teams.

As a Sales Director, you will lead agent recruitment, provide training on Medicare products, support sales performance, and develop agent relationships to drive revenue.

The VP of Agency Operations is responsible for driving multi-year strategies, guiding complex transitions, and ensuring performance and compliance across operations in insurance. This role involves fostering innovation, managing stakeholder expectations, and enhancing the customer experience, while leading and developing high-performing teams.

Sell and grow indexed annuity business by building agent relationships, recruiting and onboarding agents, collaborating with carrier partners, and supporting marketing, incentive programs, and growth initiatives to increase sales and agent production.

The Support Specialist provides technical and development support for employee benefits systems, managing client implementation, data entry, and project coordination to ensure client satisfaction.

Drive member retention and new Medicare enrollments through relationship-building, annual policy reviews, needs-based consultations, community outreach, and CRM management. Ensure compliance with CMS and HIPAA, complete required certifications, meet sales targets, and support members during enrollment periods.

Retrieve, validate, and prepare weekly and monthly carrier commission statements for upload. Reconcile calculations, research and resolve discrepancies and disputes, respond to inquiries, support audit deliverables, and execute ad-hoc analytic requests while improving processes to reduce errors and increase efficiency.