Manager - Carrier and Coordinator

This role oversees carrier login access, coordinating agent onboarding for carrier systems, license management, and partnering with leadership on carrier access initiatives. This role collaborates closely with internal stakeholders and carrier partners to streamline workflows and ensure agents have the appropriate access and licensing throughout their lifecycle.

Key job responsibilities include:

• KPI strategy, management, and communication

• Team/individual meetings to review progress, goals, and address challenges

• Establish SOPs and train team members on best practices and improvements

• Ensure appropriate workforce management, resourcing, and scale planning

• Identify opportunities to optimize processes

• Implement new systems/tools to improve efficiency, reduce cost, or enhance productivity

• Accountability on performance and resource allocation

• Launch/expansion/termination plans with carriers and internal data field accountability

• Cross-functional collaboration to understand needs and drive initiatives

• Work with carrier partners to streamline processes for ideal access facilitation

• Resolve escalations from internal teams or carrier partners

• Proactively provide key updates and communicate support needs to leadership

• Initiative planning and coordination on projects with Program Management