Agent Onboarding Specialist

Location: Remote-US, California US


This position is no longer open.

Job Number: 4201

Position Title: Agent Onboarding Specialist

External Description:


· The main objective of the Agent Onboarding Specialist is to maintain all agent files within internal systems and monitor and reply to emails received in the agent onboarding mailbox. Agent Onboarding Specialists will be the point person to work directly with agency partners on providing RTS reports and updating new/expired files. Agent Onboarding Specialist will need to be technically savvy and can manage workload. The Agent Onboarding Specialist will work directly with Sales Operations Manager and Sr. Sales Administration Specialist on updates and statuses.

General Duties/Responsibilities (May include but are not limited to):

· General Duties/Responsibilities (May include but are not limited to):

· Handling of prompt e-mail or phone follow-up as needed with established agents/ Agency Partners to ensure satisfaction, respond to queries, and solve or refer problems to appropriate internal AHP departments.

· Identify the nature of the agent email and refer to the appropriate department for resolution if out of the basic scope of knowledge as listed above.

· Review of monthly verification of Agent licensure on the DOI website to ensure that each agent is active and update agent record files

· Update and maintain all Sub-Agent files and process Certification and Re-Certification exams.

· Review and ensure certification exams and current Life licensure must be filed for each broker that completes annual certifications.

· Validate agent’s certification and licensure documents and communicate with agent/agency partners regarding discrepancies and/or missing documents. Upon validating certification completion, will send out Welcome Letter to agent and agency confirming Ready to Sell status

· Maintain active agent documents required to stay in “good standing” such as E&O, AHIP and state licenses

· Coordinate Run Ready to Sell (RTS) reports for leadership and/or agency partners

Supervisory Requirements:

This position has no direct employee supervisory responsibilities.

Minimum Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Minimum Experience:

a. At least one year or related experience

2. Education/Licensure:

a. High School diploma or general degree (GED)

3. Other:

a. Bilingual (English/Spanish) preferred but not required

b. Excellent written communication skills

c. Computer proficient (Word, Excel, PowerPoint, Salesforce, CRM)

d. Detail oriented and able to multitask and troubleshoot…

e. Ability to work well with staff and with minimal direction…

f. It may be necessary, given the business need, to work occasional overtime or weekends.

4. Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Physical Functions:

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms.
The employee frequently lifts and/or moves up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

City: Remote-US

State: California

Location City: Remote-US

Location State: California

Community / Marketing Title: Agent Onboarding Specialist

Company Profile:

Alignment Health was founded with a mission to revolutionize health care with a serving heart culture. Through its unique integrated care delivery models, deep physician partnerships and use of proprietary technologies, Alignment is committed to transforming health care one person at a time.

By becoming a part of the Alignment Health team, you will provide members with the quality of care they truly need and deserve. We believe that great work comes from people who are inspired to be their best. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment community.

EEO Employer Verbiage:

Alignment requires all new hires to follow local and/or state requirements regarding the COVID-19 vaccine and booster.  If applicable, proof of vaccination and booster will be required as a condition of employment subject to legal exemptions.  This policy, which Alignment reserves the right to modify, is part of Alignment’s ongoing efforts to ensure the safety and well-being of its staff and community and to support public health efforts.

Alignment Healthcare, LLC is proud to practice Equal Employment Opportunity and Affirmative Action. We are looking for diversity in qualified candidates for employment: Minority/Female/Disable/Protected Veteran.

If you require any reasonable accommodation under the Americans with Disabilities Act (ADA) in completing the online application, interviewing, completing any pre-employment testing or otherwise participating in the employee selection process, please contact [email protected].

*DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email [email protected].