Agent Intake Specialist
GoHealth is looking for an Agent Intake Specialist who will be responsible for processing and maintaining agent contracts. In this role, you will be responsible for developing and maintaining strong relationships with agency partners and will be committed to supporting each agency's growth.
Responsibilities:
- Manage onboarding of new agency partners
- Review and process agent documentation, including W9 forms, banking information, and agent agreements
- Submit agent appointment paperwork to carriers, update internal database, and monitor statuses of appointments
- Work proactively to communicate updates, appointment summaries, missing information, and other relevant information to agency partners on a regular basis
- Serve as an expert on agent appointments and understand all carrier requirements
- Perform routine data entry and other office support in a timely and accurate manner
- Other ad hoc projects as requested
Skills and Experience:
- Associates Degree, Bachelors Degree or previous related work experience required
- Account Management, Customer Success or other experience in a customer facing role highly preferred.
- High level of detail orientation and organizational skills
- Intermediate knowledge of MS Office
- Ability to handle sensitive information in a professional manner
Benefits and Perks:
- Open vacation policy
- 401k program with company match
- Medical, dental, vision, and life insurance benefits
- Flexible spending accounts
- Subsidized gym memberships
- Commuter and transit benefits
- Professional growth opportunities
- Casual dress code
- Generous employee referral bonuses
- Happy hours, ping-pong tournaments, and more company-sponsored events
- GoHealth is an Equal Opportunity Employer