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Boston, MA, US

Senior Agent Appointment Manager


About iptiQ

iptiQ is a risk tech start-up within Swiss Re Group. Swiss Re is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime.

iptiQ provides digital, bespoke and transparent L&H and P&C protection products in a B2B2C manner. Founded in 2014, we're transforming the way consumers buy insurance with a unique digital insurance engine which incorporates the latest technology with world-class underwriting capabilities. We build strong partnerships to sell insurance via trusted brands.

iptiQ offers a flexible working environment where curious and adaptable people thrive. Are you interested in joining us?


About the role

Seeking an experienced senior agent appointment manager with a strong L&H background to support iptiQ's overall agent appointment process. As a part of a start-up, you will be in a very exciting position to craft the strategy of the agent appointment process. You will be a part of the Distribution Solutions team, reporting to the Head of Agent Services. You will also collaborate closely with colleagues across the organization including Onboarding, Operations, Technology, Legal and Compliance.

As part of this role, you will:

  • Drive the strategic direction of the appointment, including contracting, renewals and termination, function within iptiQ
  • Develop a strategic plan and implementation roadmap with the goal of continuous improvement of the overall appointment process
  • Establish key performance indicators, monitor and track against those key metrics
  • Perform competitor benchmark analysis to identify opportunity areas and execute on opportunities
  • Streamline overall processes and work closely with tech and data team to identify and implement areas of improvement
  • Establish standard operating procedures on updated processes
  • Collaborate with iptiQ onboarding to serve as the initial iptiQ appointment representative on distribution partner facing calls
  • Support key distribution partners in contracting, appointment, renewal and termination requests
  • Coordinate third party service providers, including Salesforce appointment system, background check provider and document management contracting vendor that support agent appointment process and commission process.
  • Maintain agent appointment database and ensure compliance with all regulatory requirements for agent appointments, terminations and renewals

About you:

  • Team player with results-oriented mindset
  • Outgoing/proactive
  • Enjoys helping colleagues and clients succeed
  • Naturally curious
  • Can easily pivot and is fine with ambiguity
  • Entrepreneurial mindset
  • Creative and inventive
  • Enjoys challenges/problem solver
  • Interested in joining an upbeat and ambitious team


  • Minimum of 10 years' experience in the contracting and appointment process for the insurance industry (Individual Life and Health) – P&C expertise a plus
  • Proven track record of building up and improving agent appointment process
  • Ability to build strategic business plans to accomplish set goals
  • Ability to manage a team
  • Strong analytical skills with understanding of SQL and other database tools to help analyze data
  • Strong relationship building, organizational and process leadership skills
  • Strong working knowledge of regulatory requirements for agent appointments, renewals, terminations and commissions
  • Strong knowledge of 'best-in-class' agent appointment, renewal, termination procedures
  • Understanding of commission processing and familiarity with commission resolution processes


Swiss Re is an equal opportunity employer. It is our practice to recruit, hire and promote without regard to race, religion, color, national origin, sex, disability, age, pregnancy, sexual orientations, marital status, military status, or any other characteristic protected by law. Decisions on employment are solely based on an individual's qualifications for the position being filled.

During the recruitment process, reasonable accommodations for disabilities are available upon request. If contacted for an interview, please inform the Recruiter/HR Professional of the accommodation needed.


Reference Code: 102004 

Nearest Major Market: Boston

Job Segment: Underwriter, Agent, Law, Manager, Compliance, Insurance, Legal, Management