Agent Appointment and Onboarding Specialist

illumifin • Winona County, Minnesota • Posted July 21, 2026

Position Overview

Job Description

The Agent Appointment and On-boarding Specialist is responsible for completing the agent appointment and on-boarding process in a fast-paced, multi-tenant environment. Successful Processors in this role are dependable, proactive, and will maintain Productivity, Efficiency, and Quality performance standards, within Service Level Agreements.

Job Description

  • Agent onboarding, including but not limited to reviewing agent-contracting paperwork for completeness and accuracy, and document incorrect and/or missing items. Enter acceptable agent contracts into the system of record.
  • Review and respond to emails from agents and/or their staff regarding their appointment/onboarding information clearly communicating the requested information and next steps where applicable.
  • Additional responsibilities as assigned by Manager.
  • Requirements

  • Solid partnering skills which co...