Agency Operations Lead

Agency Project Lead

The Agency Project Lead is responsible for overseeing the integrity, organization, and strategic management of agency and producer data across multiple platforms, including Guidewire, Salesforce, and Berkeley Beyond. This role leads cross-functional initiatives to improve data quality, operational efficiency, and compliance, working closely with Sales, Underwriting, Finance, and Marketing teams. The Agency Project Lead supports strategic decisions related to broker appointments, segmentation, and incentive programs, and serves as a subject matter expert on agency operations. Key responsibilities include managing agency data workflows, coordinating system updates, administering compensation programs, and developing performance reporting tools to enhance broker engagement and drive business growth.

Key functions include but are not limited to :

Agency / Producer Oversight :

• Responsible for data management and upkeep of Agency related information to transact business within PEI
• Ensure compliance with Agency licenses, E&O, and storage of documentation
• Ensure timely updates are made with Broker of Record updates within Guidewire
• Ensure timely updates for New Agency appointments are entered with Guidewire along with compliance that all necessary information is gathered and stored for compliance issues
• Insure proper data management of agency information within Guidewire
• Responsible for project management activities to improve data quality within Guidewire working with Underwriting operations to improve operational efficiencies to both internal and external stakeholders
• Intimate knowledge of both Berkeley Beyond and Policy Center to both identify and resolve issues that arise
• Documentation of work processes to execute duties
• Responsible for coordination and communication of agency related updates and changes
• Serve as PEI representative and subject matter expert on corporate agency management directives to improve agent data quality

Administer Agency / Program Segmentation, Analysis and Maintenance :

Qualifications

Additional Company Details

We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include : Base Salary Range : $80,000-$100,000 Benefits : Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.