Team FunctionThe team is responsible for establishing and maintaining the contractual and operational relationship with Independent Insurance Agents across multiple business lines. The team manages agent onboarding, offboarding, and maintenance activities, including contracting, licensing, system access, agency hierarchy management, contract updates, and operational support, while ensuring compliance with company policies and regulatory requirements.Role DescriptionManage agent and agency onboarding and offboarding processes.Administer contracts, licenses, appointments, and system access requests.Process requests related to commission schedules, product authority, and agent information updates.Provide administrative support and follow-up for internal and external customer requests.Investigate and resolve complex cases, documentation discrepancies, and operational issues.Maintain accurate records and update internal systems accordingly.Support onboarding training activities for new hires.Identify opportunities for process improvements and support operational efficiency initiatives.Ensure compliance with company policies, procedures, and applicable regulations.Provide phone support and assistance to key accounts when required.Requirements High school diploma or equivalent required; bachelor's degree preferred.Minimum 1+ year of experience in a Customer Service role involving operational and administrative support.Proven ability to deliver exceptional Customer ServiceEnglish Fluent/Advanced EnglishAt least 6 months of contact center experience is a plus.Skills and CapabilitiesCritical thinking and analytical skills.Problem-solving abilities.Strong organizational and time management skills.High attention to detail.Excellent verbal and written communication skills.Assertive communication.Customer-focused mindset and service orientation.Ability to prioritize and manage multiple tasks.Self-motivated and proactive approach.Tools and SystemsMicrosoft Office Suite (Excel, Outlook, Word).Web-based applications and corporate platforms.Data entry and data processing systems.BenefitsA competitive salary and performance-based bonuses.Comprehensive benefits package.Flexible work arrangements (remote and/or office-based).You will also enjoy a dynamic and inclusive work culture within a globally renowned group.Private Health Insurance.Paid Time Off.Training & Development opportunities in partnership with renowned companies.
Team Function
The team is responsible for establishing and maintaining the contractual and operational relationship with Independent Insurance Agents across multiple business lines. The team manages agent onboarding, offboarding, and maintenance activities, including contracting, licensing, system access, agency hierarchy management, contract updates, and operational support, while ensuring compliance with company policies and regulatory requirements.
Role Description
- Manage agent and agency onboarding and offboarding processes.
- Administer contracts, licenses, appointments, and system access requests.
- Process requests related to commission schedules, product authority, and agent information updates.
- Provide administrative support and follow-up for internal and external customer requests.
- Investigate and resolve complex cases, documentation discrepancies, and operational issues.
- Maintain accurate records and update internal systems accordingly.
- Support onboarding training activities for new hires.
- Identify opportunities for process improvements and support operational efficiency initiatives.
- Ensure compliance with company policies, procedures, and applicable regulations.
- Provide phone support and assistance to key accounts when required.
Requirements
- High school diploma or equivalent required; bachelor's degree preferred.
- Minimum 1+ year of experience in a Customer Service role involving operational and administrative support.
- Proven ability to deliver exceptional Customer Service
- English Fluent/Advanced English
- At least 6 months of contact center experience is a plus.
Skills and Capabilities
- Critical thinking and analytical skills.
- Problem-solving abilities.
- Strong organizational and time management skills.
- High attention to detail.
- Excellent verbal and written communication skills.
- Assertive communication.
- Customer-focused mindset and service orientation.
- Ability to prioritize and manage multiple tasks.
- Self-motivated and proactive approach.
Tools and Systems
- Microsoft Office Suite (Excel, Outlook, Word).
- Web-based applications and corporate platforms.
- Data entry and data processing systems.
Benefits
- A competitive salary and performance-based bonuses.
- Comprehensive benefits package.
- Flexible work arrangements (remote and/or office-based).
- You will also enjoy a dynamic and inclusive work culture within a globally renowned group.
- Private Health Insurance.
- Paid Time Off.
- Training & Development opportunities in partnership with renowned companies.
Get the future you want
At Capgemini, we are driven by a shared purpose: Unleashing human energy through technology for an inclusive and sustainable future.Technology shapes the way we live our lives. How we work, learn, move and communicate. That means our technology expertise, combined with our business knowledge, does more than help you transform and manage your business. It can help you realize a better future and create a more sustainable, inclusive world.It’s a responsibility we don’t take lightly. That’s why, since our inception more than 50 years ago, we have always acted as a partner to our clients, not a service provider. A diverse collective of nearly 350,000 strategic and technological experts across more than 50 countries, we are all driven by one shared passion: to unleash human energy through technology.As we leverage cloud, data, AI, connectivity, software, digital engineering, and platforms to address the entire breadth of business needs, this passion drives a powerful commitment. To unlock the true value of technology for your business, our planet, and society at large. From advancing the digital consumer experience, to accelerating intelligent industry and transforming enterprise efficiency, we help you look beyond ‘can it be done?’ to define the right path forward to a better future.
Get the future you want
At Capgemini, we are driven by a shared purpose: Unleashing human energy through technology for an inclusive and sustainable future.
Technology shapes the way we live our lives. How we work, learn, move and communicate. That means our technology expertise, combined with our business knowledge, does more than help you transform and manage your business. It can help you realize a better future and create a more sustainable, inclusive world.
It’s a responsibility we don’t take lightly. That’s why, since our inception more than 50 years ago, we have always acted as a partner to our clients, not a service provider. A diverse collective of nearly 350,000 strategic and technological experts across more than 50 countries, we are all driven by one shared passion: to unleash human energy through technology.
As we leverage cloud, data, AI, connectivity, software, digital engineering, and platforms to address the entire breadth of business needs, this passion drives a powerful commitment. To unlock the true value of technology for your business, our planet, and society at large. From advancing the digital consumer experience, to accelerating intelligent industry and transforming enterprise efficiency, we help you look beyond ‘can it be done?’ to define the right path forward to a better future.
