Engagement Associate

Quility Insurance

3d • Remote

About The Position

The Engagement Associate plays an important role in helping new agencies and agents successfully onboard and begin writing business. This position supports the onboarding and contracting process by coordinating requirements, tracking progress, and helping resolve operational questions.
In this role, you will work closely with internal teams, carrier partners, and agencies to ensure onboarding steps are completed efficiently and accurately. The Engagement Associate helps maintain clear communication, organized records, and smooth coordination throughout the contracting process.
This is a great opportunity for someone who enjoys organization, problem solving, and supporting operational workflows in a fast-paced environment.

Requirements

• While this role is remote, candidates without prior onboarding, contracting, or insurance operations experience must be located within commuting distance of the office to participate in in-person training during the initial onboarding period.
• 0–2 years of experience in administrative support, operations, customer service, or coordination roles.
• Strong organizational and communication skills.
• Ability to manage multiple tasks while maintaining attention to detail.
• Experience working with internal systems or CRM platforms is helpful but not required.

Responsibilities

• Support the onboarding and contracting process for new agents and agencies.
• Track onboarding progress and follow up on outstanding requirements.
• Maintain accurate records related to onboarding, hierarchy setup, and contracting status in internal systems.
• Monitor shared inboxes and communication channels and respond to agency and agent inquiries.
• Provide guidance on onboarding steps, contracting requirements, and internal processes.
• Assist with reporting and documentation related to onboarding progress and agency readiness.
• Escalate complex issues to Engagement Specialists when needed.
• Help maintain organized internal documentation and onboarding resources.
• Collaborate with internal teams to ensure agencies are ready to begin writing business as quickly as possible.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed