Agency Success Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Ensure the precise and timely management of agent- and agency-related documentation to support the operations of Delaware Life.

• Firm mergers and acquisitions - Conduct preliminary reviews, communicate with affected areas, and manage transactions from start to finish.

• Block transfers - Execute initial reviews, facilitate cross-departmental communication, and oversee the processing from initiation to completion.

• State appointments, renewals, and terminations - Process in accordance with the regulatory requirements of each state.

• Quality control - Review completed cases to ensure accuracy and compliance with established standards.

• Process documentation - Create and maintain guidelines, step-by-step instructions, and FAQ resources.

• Special projects - Oversee the complete execution of special initiatives assigned to the team.

• System enhancements - Collaborate across the organization to identify and implement improvements to system functionality.

• Acquire, retain, and continuously update knowledge of Delaware Life's annuity products, internal processes, and the industry rules and regulations governing this work.

• Contribute to process improvement initiatives and collaborative efforts within Sales Operations.

⛳️ Requirements

• Bachelor's degree in a relevant field or an equivalent combination of education and experience.

• Four or more years of operations, customer service, or transaction-processing experience (or a blend of these).

• Previous experience in insurance or financial services operations, particularly in agent or producer services, licensing, or appointments is preferred.

• Proven 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 capacity to research, articulate findings, and resolve issues.

• Exceptional attention to detail and comfort with high-volume, high-accuracy transactional processing.

• Demonstrated ability to excel in a fast-paced environment characterized by frequent changes, with a flexible mindset and a positive attitude.

• Strong collaboration skills, effectively working 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.