Agency Success Consultant

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Why This Role Matters:

The Agency Success Consultant ensures the accurate and timely processing of agent- and agency-related documentation in support of Delaware Life's operations. Sitting within the Sales Operations team, this role serves as a critical operational partner to agents, agencies, back offices, and internal stakeholders, driving firm mergers and acquisitions, state appointments and renewal compliance, quality control, and system enhancements.

The ideal candidate is a detail-driven critical thinker who thrives in a dynamic, regulation-heavy environment, communicates clearly, and brings a positive, collaborative attitude to a team that frequently navigates change. Success in this role requires exceptional attention to detail, strong organizational skills, and the ability to manage competing priorities in a fast-paced financial services environment.

How You’ll Contribute:

• Firm mergers and acquisitions. Conduct up-front review, communicate with impacted areas, and process transactions end-to-end.
• Block transfers. Perform up-front review, coordinate cross-functional communication, and manage processing from initiation through completion.
• State appointments, renewals, and terminations. Process in accordance with each state's regulatory requirements.
• Quality control. Review completed cases to confirm accuracy and adherence to established standards.
• Process documentation. Develop and maintain guidelines, step-by-step instructions, and FAQ resources.
• Special projects. Own the end-to-end execution of special initiatives assigned to the team.
• System enhancements. Partner across the organization to identify and implement improvements to system functionality.
• Product and regulatory knowledge. Learn, retain, and continuously update knowledge of Delaware Life's annuity products, internal processes, and the industry rules and regulations that govern this work.
• Continuous improvement. Contribute to process improvement initiatives and cross-functional efforts within Sales Operations.

What We’re Looking for:

• Bachelor's degree in a related field, or an equivalent combination of education and experience.
• Four or more years of operations, customer service, or transaction-processing experience (or a combination thereof).
• Prior experience in insurance or financial services operations, particularly in agent or producer services, licensing, or appointments is preferred
• The ideal candidate will have familiarity with state insurance department processes (appointments, renewals, and terminations) and producer licensing
• Demonstrated ability to communicate effectively, both verbally and in writing, with internal teams and external partners including agents, agencies, and 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 and 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 a positive attitude.
• Strong collaboration skills, working effectively with peers, cross-functional partners, and external stakeholders.
• Brings energy and professionalism to every interaction

Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay for this position ranges from $50,000/year in our lowest geographic market up to $70,000/year plus bonus in our highest geographic market.  Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience.

Benefits Highlights:  

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. 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.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals.  All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.