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We are looking for a bilingual, highly motivated, team-oriented individual to join our Agent of Records team as an Agent of Record Specialist on a regular, full-time basis.
Reporting to the Assistant Manager, Small Business Delivery, you will be responsible for Advisor onboarding support, contracting, commissions changes and Group Benefit Advisor Site approvals.
Position Responsibilities

• Advisor Management and Support: Maintain positive onboarding and relationships, process National Agent of Records & Letter of Authorization changes, handle contracting requests, inquiries, and manage commissions changes.
• Business Operations: Oversee transfer of business and Advisor block changes, maintain and update Advisor/Client information on GroupLinks, and ensure MGA alignment and project management.
• Technical and Access Support: Manage National Advisor Portal access registration, provide trou...