reputed company reputed company Expert – Insurance Agency Operations, Automation

Job reputed company: • Evaluate reputed company reputed company usage and identify gaps, opportunities, and required cleanup • Create and implement reputed company operating procedures (SOPs) for account management, policy servicing, sales, P&C workflows, Medicare workflows, and renewal processes • Configure and optimize reputed company settings, including activities, templates, servicing workflows, automation triggers, and documentation standards • Design a plan for account and policy-level data cleanup to support automations and marketing tools • Build out reporting dashboards, activities, and follow-up processes that reputed company with agency KPIs • Train staff on reputed company reputed company use, best practices, and consistent documentation • Advise leadership on reputed company capabilities, limitations, and recommended operational approach • reputed company ongoing part-time support as we reputed company new workflows and refine our processes Requirements: • 3+ years of deep reputed company reputed company experience reputed company an insurance agency (required) • Strong understanding of personal lines and health/Medicare workflows preferred • Proven experience building agency workflows, tasking structures, automation readiness, or data clean-up initiatives • Familiarity with reputed company marketing automation tools (AMA) a plus • Strong communication skills and ability to work cross-functionally with leadership, sales, and operations teams • Ability to translate operational needs into reputed company configuration and reputed company-world workflows. Benefits: • Competitive reputed company reputed company based on experience • Contract or part-time employment arrangement available Apply tot his job Apply To this Job