We are a financial services enterprise creating useful and intuitive solutions and products for everyone.
Agent Services Representative
Location
United States
Posted
1 day ago
Salary
$50K - $60K / year
Seniority
Senior
Job Description
Agent Services Representative
Group 1001
• Process agent demographic and profile changes, including contact information updates, BIN (Broker Identification Number) updates, hierarchy changes, and other agent record maintenance. • Maintain the integrity of agent and agency data across internal administrative platforms. • Own cases end-to-end — from intake through resolution — ensuring timely, accurate completion of all agent transactions. • Review agent and agency onboarding paperwork to determine whether it is in good order; partner directly with agents and back offices to resolve any not-in-good-order (NIGO) items. • Provide licensing support — answering inquiries, validating licensing requirements, and helping agents navigate state-specific obligations. • Process state appointments, renewals, and terminations in accordance with each state's regulatory requirements. • Support block transfers, including coordination across agencies, validation of paperwork, and accurate system updates. • Learn, retain, and continuously update knowledge of Delaware Life's annuity products, internal processes, and the financial industry rules and regulations that govern this work. • Contribute to process improvement initiatives and cross-functional efforts within Sales Operations.
Job Requirements
- Bachelor's degree in a related field, or equivalent combination of education and experience.
- 3+ years of operations, customer service, or transaction-processing experience (or a combination of the three).
- Demonstrated ability to communicate effectively — both written and verbal — with internal teams and external partners (agents, agencies, back offices).
- Strong critical thinking and problem-solving skills, with the ability to research, articulate findings, and drive issues to resolution.
- Exceptional attention to detail across every aspect of the work; comfort with high-volume, high-accuracy transactional processing.
- Proven ability to thrive in a fast-paced environment that experiences frequent change, with a flexible mindset and positive attitude.
- Strong collaboration skills — works well with peers, cross-functional partners, and external stakeholders.
Benefits
- Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
- Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
- All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
- Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.
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