Operations Consultant - I (USD)

Administrative SupportIndividuals in this role provide dedicated administrative and operational support for the General Office, helping to streamline processes and enhance service for Agency stakeholders. They manage a wide range of responsibilities including resource coordination, financial processing, and oversight of daily office operations such as mail handling, reception, supplies, and facility requests.

The role supports new business by assisting agents with their questions and processing permissible policy changes. Additionally, this position ensures strong governance and compliance by handling various financial and operational reports.Administrative SupportHandle mail (ICFR Log, scanning paper apps, depositing checks, etc.)Agent Assignments – ProcessingAgent of the DayBusiness Cards OrderingClient Information RequestsConference Rooms ReservationsContract Maintenance - Distribution EmailsCopier Charges – ReconcileCouncil - Travel Allowance/ReimbursementEmployment Verification - Active AgentsFingerprint and I-9 verificationGO Announcements/CommunicationsGroup Benefit IssuesICFR LogsMDRT Recognition - Application Tracking and ApprovalOccupancy - Agreements, Rental Escalations and AdjustmentsOrder SuppliesPolicy AssemblyPostage - Funds and SuppliesR&D Statements - Distribute to Partners and SDM'sReception - Answer Phones, Greet GuestsResource Assignment for New Agents - Mailboxes, keys, security access, phones, etc.Resource Removal for Terminated Agents - Mailboxes, keys, security access, phones, etc.Routing Orphan Clients to Agent of the Day; providing Policy Summary requestsTAS Warning Tracking - 4 Month Triggering Initial – coordinate with Onboarding teaAccounts and Financial ManagementClose accounts for End-of-DayAccounts Payable - P-Card, ReadSoft, GO billsCheck - Approval (Ledger), Deposit and PrintDiscretionary Accounts for MP, GO Account, EP, SP, PartnerExpense Allowance - Submissions and ApprovalsLedger Debits, including Special Debit ArrangementsLedger Liens and GarnishmentsLedger Withdrawal EFT & Paper CheckSuspending funds via MPP form407(b) Brokerage Letters MaintenanceMaintenance and LogisticsBuilding Maintenance RequestsMiscellaneousContest Logs Gift LogTransfer of InterestAssign pending cases from terminated Agents to identified active AgentsNew Business & Case VisibilityMaintain working knowledge of New Business workflows and systems (e.g., App Central, ALIP).Support Agents in understanding how to view and manage their cases.Process CDCs for reductions in face amount, correcting name/DOB/address, mode changes and removing a rider. No VULs or Part IIs and nothing that increases risk.Prepare and edit amendments in our application systems.Understand and track the appeals process including monitoring in system through to resolution.Assist with: Commission inquiries and Transfers of Interest Facilities management GO moves, remodels, and event coordination Troubleshoot and resolve onsite technology, Telephony and network issues.Process: Signature Guarantees and reporting TAS opt-outs, extensions, and CAP waivers TAS warnings and tax audit letter management End of day reportingReportingAct as back-up to the Service Leader on monthly reporting Outstanding Check Report Returned Check Report Cash Premium Settlement Report Hoteling/rent/phone Report Gift Log (quarterly)