Agent Onboarding Specialist -- Minnetonka, MN

Date Posted: 04/07/2021

Equity Staffing is searching for several Agent Onboarding Specialists in Minnetonka, MN. This position is with one of the fastest growing healthcare companies in the US. If you enjoy helping an industry leader make a difference in millions of people’s lives on a daily basis, we want to speak with you!

In this position you will play a key role in supporting Medicare & Retirement Sales Operations by analyzing and processing new and updates to insurance agent data. In this role you will become responsible for entry-level to intermediate processing in several systems to ensure consistent, compliant data across multiple platforms and integrations. This role resides in business operations not IT, but you need to have a good understanding of data, integration concepts, and be a systems thinker.

Key Duties:
• Perform analysis of agent data that was loaded to systems but caused errors.
• Understand root cause of systems issues and take appropriate action to reconcile, update, or cancel integration issues.
• Production desk processing of licensing and appointing data, including routine projects, exception reports, and special cleanup initiatives.
• Ensure cases adhere to all policies and procedures, in addition to federal and state laws and regulations
• Work across multiple internal teams to identify and solve agent data issues before they become service escalations.
• Identify risks or issues and assess/implement alternate solutions
• Meets all department standards for quality and service level agreements.

Required Qualifications:
• HS Diploma or GED
• 3+ months of experience in a production, auditing, or analyst role
• Proficient with Microsoft Word (creating and editing documents) Excel (general spreadsheet navigation) and Outlook (email and calendar)
• Experience working with multiple system platforms
• Reliable high speed internet connection at home and a private area to work • Ability to work overtime as needed Preferred Qualifications:
• Previous virtual learning or work experience valued
• Associates or Bachelor’s degree (or higher) preferred
• Knowledge of insurance industry, compliance, licensing or claims experience Soft Skills:
• Excellent written and verbal communication skills required
• Strong communication, and interpersonal skills
• Strong analytical/problem solving skills
• Self-starter with desire to succeed in a fast-paced environment

Equity Staffing Group is one of the fastest growing Native American owned staffing companies in the United States. We are a certified Minority Business Enterprise (MBE) by the National Minority Supplier Development Council (NMSDC).

Equity Staffing Group is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.



"I was so impressed with the outstanding service that Equity Staffing provided in placing me in my current position.  I wasn’t sure I would be a good candidate for this position, but my recruiter and Equity’s Account Manager took the time to go over the job description and how my experience and skill set would fit in perfectly with this job assignment.  I am glad I took their advice, because I am now on contract with a great company working with a professional staff and learning how to support a management team in an industry I have never worked in before.” 

Lisa M.

Denver, CO

“I’ve been an IT contractor for 9 years, and in that time I’ve been exposed to numerous IT staffing firms and consulting agencies, big and small.  Equity impressed me immediately.  My recruiters quickly and efficiently connected me with a great tech company whose needs in both personality and tech proficiency matched my wheelhouse in addition to a healthy dose of career progressing tech challenges.  And a 12 minute drive from my house no less.  That’s huge for me.  They were willing to meet face to face before the client company interview which, in my experience, is critical to the staffing firm / contractor relationship.  Equity is organized, modern, and professional, and my recruiters were very pleasant to work with, responsive, and generous with their time.  I’m grateful for all they’ve done for me.”

Christopher S.

Minneapolis, MN

“Working as a consultant for Equity Staffing Group has been a wonderful experience.  My recruiter was a true professional throughout the entire process.  Equity separates itself from other staffing companies I have worked with in past because they provided wonderful customer service, they had benefits offerings,  the onboarding was easy and efficient but best of all they followed up with me prior to my assignment ending and found my next assignment shortly afterward.  I highly recommend the professionals at Equity Staffing Group!”

Tamika B.

Atlanta, GA