Schaumburg, IL, US


Agency Services Associate - Schaumburg, IL or Armonk, NY 

About Swiss Re

Become a part of a growing and dynamic entrepreneurial team within the established Swiss Re Group. iptiQ is a start-up unit, established to provide innovative protection solutions directly to consumers.Our team delivers the coordination, infrastructure and competences that are key to driving forward this new business; working closely with our partners and clients.Our mission is to reduce the protection gap by simplifying life insurance and making it more accessible to people.Our motto is "now life is easier for everyone". For us this means making life insurance easier to sell, to buy and to trust.


About the Role:

As an Agency Services Associate, you would have a unique and exciting opportunity to join the team in charge of setting up and running a new US business unit within a global company.  You will be part of a diverse and highly driven team committed to delivering value added services to Swiss-Re's wider range of clients.  This includes primary services that can help our clients increase penetration and profitability in their markets.  


The Agency Services Associate is expected to:

  • Advocate for distribution partners and customers within the company by proactively monitoring customer policy activity and taking action to bring them to paid status.
  • Embrace data, identifying trends and gaps, establishing action plans to achieve desired/predefined results.
  • Facilitate agent and agency appointment paperwork with distribution contacts and/or third party administrators with the use of industry tools and conforming to specific state guidelines.
  • Conduct good order review during agent/agency set up ensuring compliance to company standards.
  • Establish, maintain and assess defined agent/agency setup process.
  • Initiate and assess agent and principle background results; assemble and sustain guidelines, while making acceptance and refusal decisions; escalate to committee as defined.
  • Develop, maintain and execute auditing process and schedule including call monitoring, voice signature, policy page review, commission statements and consumer feedback log.
  • Create and maintain platform and process training material, which will be used internally and externally.
  • Participate in testing activities as assigned by the Testing Lead, Operations Analyst, or Project Manager.
  • Reconcile vendor invoices against transactions performed.
  • Building and cultivating mitigation controls as a byproduct of Compliance and audit standard operating practices.
  • Create and maintain effective relationship management with external team members.
  • Reconcile vendor invoices against transactions performed.
  • Foster a transparent culture through frequent, concise and substantive communication.
  • Possess a strong knowledge of processes and systems across all front-end functions.
  • The Agency Management Associate will report directly to the New Business Delivery Manager.





About the team:

We are a start-up unit, established to deliver innovative protection solutions sold directly to consumers.  Our team delivers the coordination, infrastructure and competencies that are key to driving forward this new business, working closely with our partners and clients. 

Our mission is to reduce the protection gap by simplifying life insurance and making it more accessible to people.   Our motto is to "provide protection solutions as they should be."   This means delivering solutions consumers feel good about buying and we feel good about selling.


About You:

  • Customer Service experience desirable.
  • Previous experience in agent/agency set up in the insurance sector a plus. 
  • Proven ability to handle multiple assignments with overlapping delivery dates.
  • Ability to deal positively with ambiguity in a fast moving start up business environment.
  • Proven execution focus.
  • Bachelor Degree or equivalent work experience.
  • Ability to work in a nimble, fast changing environment.
  • Excellent client-facing and internal communication skills.
  • Excellent written and verbal communication skills.
  • Strong working knowledge of Microsoft Office.


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: 86521 



Nearest Major Market: Chicago