This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
We are looking for an Operations Administrator to support agent onboarding, licensing coordination, and contracting activities for a growing financial services organization. This position is ideal for someone who excels in a structured, high-volume environment and can keep multiple workflows moving with accuracy and professionalism. The role will work closely with internal partners and external stakeholders to help ensure documentation, case activity, and service expectations are handled efficiently. Candidates who are organized, responsive, and comfortable working across multiple systems will be well suited for this opportunity.
Job Responsibility:
Manage the end-to-end administrative process for agent licensing, appointments, and contracting submissions to insurance carriers
Review applications and supporting documents for completeness and accuracy before forwarding materials for carrier review
Maintain up-to-date agent, client, and case records within Salesforce and other operational platforms
Track outstanding items and proactively communicate with agents or internal teams to obtain missing documentation and resolve delays
Oversee active contracting and case workflows while documenting progress and keeping files organized and audit-ready
Use multiple carrier portals and follow each provider's procedures to submit information correctly and efficiently
Monitor turnaround expectations and prioritize daily activities to meet service deadlines and internal performance standards
Partner with cross-functional teams to strengthen process consistency and deliver a smooth experience for agents throughout onboarding and case administration
Requirements:
At least 1 year of experience in administrative support, case coordination, licensing, contracting, or a related operational function
Background in insurance, financial services, or another regulated industry is preferred
Hands-on experience with Salesforce is strongly preferred
Strong technical ability with confidence navigating databases, web-based tools, and multiple external platforms
Clear written and verbal communication skills with a customer-facing approach and strong attention to detail
Excellent attention to detail and the ability to manage records with a high degree of accuracy
Proven ability to organize competing priorities and work effectively in a deadline-driven setting
Team-oriented mindset with a strong commitment to service, follow-through, and operational quality
Nice to have:
Background in insurance, financial services, or another regulated industry
Hands-on experience with Salesforce
What we offer:
Medical, vision, dental, and life and disability insurance