Operations Specialist / Senior Operations Specialist

By January 30, 2019Careers

Job Description:

DMI is looking for a full-time Operations Specialist for our Insurance Operations team. In this role a candidate would work closely with the Director of Operations to monitor the performance of the Operations department, in addition to working on a host of other process enhancement initiatives. You would work along with New Business Case Management, Contracting, and Commissions team members to support our financial professionals. An ideal candidate would be local to our headquarters in the greater Boston area, but proximity to our office is not a prerequisite. If your qualifications are deemed to be a good fit for our organization, you will be considered regardless of geographic location as a candidate to work remotely.

Duties of the Licensing & Contracting/Commissions Specialist include:

  • Maintaining current contracting data in our CMS (contract level, hierarchy, etc.)
  • Ensuring hierarchy information is correct and up to date
  • Reviewing contracting and appointment paperwork for completeness and accuracy
  • Processing contract paperwork with life and annuity carriers
  • Notifying agents and/or recruiters of missing paperwork
  • Working directly with agents regarding contracting materials and appointment process
  • Assisting with onboarding of new agents
  • Maintaining a variety of broker dealer contracting requirements
  • Taking ownership of maintaining carrier commission schedules
  • Reconciling commission statements
  • Working with agents on commission inquiries and issues
  • Calculating commissions monthly for internal sales consultants
  • Ensuring all SLA’s are met consistently
  • Various reporting tasks

Duties may include, but are not limited to:

  • Quality Review of DMI processes and procedures within Operations
  • Ongoing monitoring of Operations performance with respect to our established SLA’s
  • Act as Operations contact on a variety of different projects
  • Point of contact for escalations
  • Work with insurance carriers to develop synergies between teams
  • Support Operations team in various capacities (back up processing when necessary)
  • Document new processes and process changes
  • Providing training to internal teams and external customers as needed
  • Various reporting responsibilities
  • Potential back up for phone coverage when necessary
  • Manage team workflow according to direction from management
  • Communicate frequently with our agents and advisors to ensure customer satisfaction
  • Support Compliance matters as necessary

Requirements of the role:

  • Bachelors degree preferred
  • 3+ years experience in the life insurance and annuity industry
  • Project management experience is a plus
  • Strong organizational and planning skills in a fast-paced environment
  • Excellent time management skills and ability to multi-task and prioritize work
  • Ability to anticipate problems and come up with solutions without explicit guidance
  • A creative mind with an ability to suggest process improvements
  • Exceptional interpersonal and written communication skills
  • Ability to provide excellent customer service to both internal and external customers
  • Capable of working independently, as well as in a team environment
  • Ability to work in a self-directed fashion
  • Proficient with the Microsoft Office suite (Word, Excel, Outlook, etc.)
  • Strong attention to detail


Competitive salary based on experience.  DMI Marketing also offers its employees a full range of benefits including health/medical, dental, 401k with company match and other supplemental benefits.

About DMI Marketing, Inc.:

DMI is a national independently-owned insurance marketing organization with 30 years of financial stability and success.  Since opening our doors in 1989, our mission has been to provide exceptional marketing, sales consulting, and operations support services.  We provide our agents and advisors access to highly-rated carriers, competitive products, and service excellence that directly impacts their bottom line.

To apply, please send a copy of your resume and include the job posting title in your email subject line to info@dmi.com.

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