Appointment Coordinator - Ready to Sell - Specialist

Job Responsibilities

• Coordinate AHIP Certification for new hire applicants, ensuring timing aligns with training plans.
• Track agents' progress to obtain required client appointments and ensure milestones are met.
• Partner with Licensing team and support tracking of state licensing requirements and documentation.
• Support reimbursement of employee costs by sending receipts to HR.
• Coordinate with client to transfer state accreditation and maintain most current licensure.
• Maintain tracking files for each agent, including Ready To Sell (RTS) status.
• Work with agents, state agencies and client contracting contacts to resolve roadblocks and escalations.
• Perform accurate database entry and data management.
• Maintain contact with state insurance agencies to expedite agent applications.
• Attend Day 1 New Hire Orientation to explain licensing responsibilities and RTS requirements.
• Continue p...

Ready to Apply?

Submit your application today and join our talented team at Everise Philippines Ltd..