Associate, Agent Hierarchy Management




Job Summary


The AHM Associate plays a critical role in supporting the structure and accuracy of Quility’s agent hierarchy system. This position works closely with the Director of Agent Hierarchy Management to ensure agent and agency data is properly maintained, aligned, and optimized within our systems. The AHM Associate will assist in managing agent onboarding workflows, maintaining accurate upline/downline structures, and ensuring that hierarchy-related data is current for licensing, appointments, and compensation purposes.

This role requires strong attention to detail, excellent communication skills, and the ability to manage multiple tasks in a fast-paced, team-oriented environment. It is ideal for someone who is highly organized, enjoys working with systems and data, and is motivated by delivering operational excellence in support of a growing sales and distribution organization.


Key Responsibilities

  • Maintain and update agent hierarchy structures in internal and external systems, ensuring accuracy in upline/downline relationships.

  • Support onboarding workflows by processing hierarchy and placement requests for new agents and agencies.

  • Collaborate with the Licensing and Commissions teams to ensure proper agent alignment for compensation, appointments, and reporting.

  • Assist in troubleshooting and resolving hierarchy-related discrepancies, escalations, or placement issues.

  • Monitor hierarchy change requests and ensure timely processing in accordance with internal SLAs.

  • Generate and distribute reports related to agent hierarchy, production alignment, or organizational changes as needed.

  • Serve as a point of contact for internal teams regarding hierarchy structure questions or guidance.

  • Ensure adherence to company policies, compliance standards, and regulatory requirements in all hierarchy-related functions.

  • Participate in process improvement initiatives to streamline AHM workflows and enhance data integrity.

  • Support the Director of Agent Hierarchy Management and VP of Agency Development with project-based tasks and audits as assigned.

Qualifications:

  • 2+ years of experience in administrative operations, data entry, licensing, or insurance support roles.

  • Strong attention to detail with a high level of accuracy in data processing.

  • Excellent organizational skills and the ability to manage multiple priorities and deadlines.

  • Proficiency in Microsoft Office Suite (especially Excel) and familiarity with CRM or agency management systems.

  • Strong written and verbal communication skills.

  • Ability to work independently and collaboratively across departments.

  • Comfortable working in a fast-paced, evolving environment.

Preferred Qualifications:

  • Experience in the life insurance industry or within an IMO/FMO or agency distribution setting.

  • Knowledge of agent licensing, appointments, or commission structures.

  • Experience with hierarchy management systems or tools (e.g., Salesforce, AgencyBloc, SmartOffice, etc.).



$22.00/hr

Comments

Post a Comment

Popular posts from this blog

Planning Assistant (LTE)

Apply Now Overview REI Co-op is united around discovering, building and celebrating better ways of working in this world, all so that folks can find and pursue a love of the outdoors. When you work for the co-op, you do your best work with the support to live your best life. And you play a part in shaping the future of the outdoors, for people and our planet. This job contributes to REI’s success by supporting the clerical and data entry needs of the business as it relates to Planning Activities that are critical to maintaining the day in and day out efficiencies to keep projects and deliverables on task. Accountable for maintaining effective business relationships and communications with all levels of the Planning teams and various cross-functional colleagues. This role requires a high level of flexibility, with changing weekly priorities that support multiple planning teams within the shop/division. Models and acts in accordance with REI’s guiding values and mission. This posting ref...
Read more

Routing Specialist

Image
Apply Now Job Title Routing and Data Entry Specialist Company: Garage Flooring Pros Location: Remote Job Description: Do you have a knack for optimizing routes and data entry? Garage Flooring Pros is looking for a detail-oriented Routing and Data Entry Specialist to help optimize our consultants' routes and streamline our data processes. In this role, you'll work to ensure our consultants meet customer timeframes for in-person estimates, maintain accurate data, and provide excellent customer service. Responsibilities: · Optimize routes for consultants to meet customer time frame requests for in-person estimates. · Confirm or reschedule appointments via phone. · Update appointment status and notify consultants. · Maintain accurate and up-to-date data in company databases. · Provide excellent customer service to ensure high satisfaction. Qualifications: · Proven experience in routing. · Strong communication and problem-solving skills. · Ability to thrive in a fast-paced, dynamic ...
Read more

Data Entry Clerk Remote

Image
Apply Now Overview Wulco is looking for a detail-oriented Data Entry Clerk to join our team. In this key position, you will play a crucial role in maintaining accurate and current customer and account data. Your responsibilities will include processing source documents, verifying patient eligibility, and ensuring the integrity of all data in our systems. Your keen attention to detail will be essential in keeping records reliable and accurate, ensuring the smooth flow of daily operations. Key Responsibilities: Maintain and update customer records and information to ensure accuracy. Upload documents to SharePoint for easy access and organization. Review and interpret data from scanned contracts, entering relevant information into internal processing systems. Scan and upload incoming documents into the system upon receipt, when applicable. Communicate regularly with team members involved in program processing to ensure smooth workflow. Collaborate both individually and as a team member to...
Read more