Onboarding Analyst

You will work in the office 2-3 days a week and rotate to your work at home environment for the other days. The first week for training is in office 8:30 am -- 5 pm. After that it is 2 days in office the remaining work from home, with in-office days being Tuesday, Wednesday, or Thursday and the hours varied but between 7 am-6 pm, 8 hour shifts.



Description:

In this position you will play a key role in supporting Medicare & Retirement Sales Operations by analyzing and processing new and existing agent requests for the Agent Lifecycle Management team. In this role you will become responsible for entry-level to intermediate processing in addition to developing expertise related to processing insurance agent license applications and supporting materials through to completion. You will work in the office 2-3 days a week and rotate to your work at home environment for the other days.



Key Duties:

· Perform analysis of submitted material for completeness and accuracy, analyzing, credentials and documentation

· Ensure cases adhere to all policies and procedures, in addition to federal and state laws and regulations

· Production desk processing of licensing, appointing and contracting work, including routine projects and cleanup initiatives.

· Acts as internal liaison and customer service resource for producers and sales leaders relative to licensing and appointment process, systems issues, and coordination efforts to achieve "ready to sell" status.

· Identify risks or issues and assess/implement alternate solutions

· Meets all department standards for quality and service level agreements.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

- Willing to work onsite 2 days/week

· HS Diploma or GED

· 3+ months of experience in a production, auditing, or analyst role

· Proficient with Microsoft Word (creating and editing documents) Excel (general spreadsheet navigation) and Outlook (email and calendar)

· Experience working with multiple system platforms

· Reliable high speed internet connection at home and a private area to work

· Ability to work overtime as needed



Soft Skills:

· Excellent written and verbal communication skills required

· Strong communication, and interpersonal skills

· Strong analytical/problem solving skills

· Self-starter with desire to succeed in a fast-paced environment

· Previous virtual learning or work experience valued

· Associates or Bachelor's degree (or higher) preferred

· Knowledge of insurance industry, compliance, licensing or claims experience

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.