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Business Support Senior Specialist - Client Operations - General

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

United States

Offer summary

Qualifications:

Background in legal is preferred, Experience with carrier agreements, Strong organizational skills, Proficiency in database management, Ability to manage documentation retention.

Key responsabilities:

Review non-disclosure agreements
Process initial and renewal carrier appointments
Manage communication between offices and carriers
Maintain databases and document systems
Participate in special projects as needed

WTW

10001 Employees

See more WTW offers

Job description

A member of the Carrier Agreement/Appointment team responsible for tracking, managing and completing WNA Carrier Contracts as well as Appointments for licensed individuals and business entities. Carrier Agreement/Appointment Administrators are liaisons between WNA Retail offices, Carriers, and Contract Review for all carrier agreements and appointments. Duties include processing of initial Carrier Agreements, initial and renewal Carrier Appointments, providing required paperwork, follow up with offices and carriers on current status of paperwork and management of the execution process. Responsible for maintenance of databases and retention of documentation.

This team member should have some legal experience as he or she will also review non-disclosure agreements.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role:

Review non-disclosure agreements using WTW guidelines
Processes Carrier Contracts/Agreements received from WNA offices to Contract Review for Approval
Completes Business Entity and Individual Producer Initial Carrier Appointment requests
Processes Carrier Appointments requested from WNA offices, Licensing Administrators, and Carrier partners
Completes Business Entity and Individual Producer Initial Carrier Appointment requests
Completes Renewal Carrier Appointment requests
Processes Carriers’ requests for information, updates, and confirmations concerning licensees
Manages requests for additional supporting documents such as license copies, W9, and EFTs
Performs follow up with WNA offices, carriers, and contract review on status of requests & paperwork
Maintains databases and systems
Must work together well in a team environment
Must be able to meet deadlines and priorities
Must be able to interact with different levels of individuals, both internal and external
Follow Standard Operating Procedures
Participate in special projects as needed