Role Description

The Engagement Associate plays an important role in helping new agencies and agents successfully onboard and begin writing business. This position supports the onboarding and contracting process by coordinating requirements, tracking progress, and helping resolve operational questions.

In this role, you will work closely with internal teams, carrier partners, and agencies to ensure onboarding steps are completed efficiently and accurately. The Engagement Associate helps maintain clear communication, organized records, and smooth coordination throughout the contracting process.

This is a great opportunity for someone who enjoys organization, problem solving, and supporting operational workflows in a fast-paced environment.

• Support the onboarding and contracting process for new agents and agencies.
• Track onboarding progress and follow up on outstanding requirements.
• Maintain accurate records related to onboarding, hierarchy setup, and contracting status in internal systems.
• Monitor shared inboxes and communication channels and respond to agency and agent inquiries.
• Provide guidance on onboarding steps, contracting requirements, and internal processes.
• Assist with reporting and documentation related to onboarding progress and agency readiness.
• Escalate complex issues to Engagement Specialists when needed.
• Help maintain organized internal documentation and onboarding resources.
• Collaborate with internal teams to ensure agencies are ready to begin writing business as quickly as possible.

Qualifications

• While this role is remote, candidates without prior onboarding, contracting, or insurance operations experience must be located within commuting distance of the office to participate in in-person training during the initial onboarding period.
• 0–2 years of experience in administrative support, operations, customer service, or coordination roles.
• Strong organizational and communication skills.
• Ability to manage multiple tasks while maintaining attention to detail.
• Experience working with internal systems or CRM platforms is helpful but not required.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• This is largely a sedentary role; however, building access is limited to two sets of stairs and may require lifting or moving objects up to 30 lbs.
• The employee is frequently required to sit for long periods of time.
• Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Position Type and Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.