Job Summary

An employee benefits solutions and consulting agency is searching for a person to fill their position for a Remote Broker Transfer Coordinator.

Must be able to:

• Prepare transfer letters for carriers as assigned by the transfer manager
• Coordinate and oversee agency to agency account transfers
• Create transfer groups in our CRM system

Qualifications Include:

• At least 2 years of experience in the insurance industry
• Proficient knowledge of Microsoft Office including Excel
• Exceptional analytical problem solving abilities
• Ability to work and interact with peers and individuals throughout the organization