Consultant, Onboarding & Member Integrations

The qualified candidate will play a critical role in delivering effective and efficient onboarding, code alignment, and policy transfer processes that meet/exceed our operational standards for new member agents.

The ideal candidate is someone looking for a fast-paced, high-growth environment in a well-funded company.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• Monitor the Policy Transfers & Alignments communications and direct all incoming inquiries to the appropriate internal or external partners
• Manage code alignment processes for new and existing members by updating records, tracking communications, securing confirmations, and maintaining all required documentation
• Coordinate member disaffiliation activities by notifying companies, releasing producer codes and policies, and completing all supporting administrative tasks
• Execute, track, and finalize policy transfers for agencies joining from other networks or acquiring external books of business
• Distribute, collect, and track required forms to ensure timely completion of all code alignment and policy transfer actions
• Support member‑related initiatives and organizational projects, including acquisitions and other special assignments
• Maintain accurate and current data within the CRM (Dynamics) to ensure reliable operational reporting and workflow continuity
• Provide guidance and general assistance to member agency team members and principals to resolve operational or procedural questions
• Support internal colleagues in effectively utilizing Renaissance tools, systems, and resources.

QUALIFICATIONS & COMPETENCIES

• Desire to learn and grow
• Industry experience with an awareness of the insurance ecosystem
• Excellent knowledge of MS Office
• Project Management – Demonstrates strong project management capability, including the ability to interpret project plans, contribute effectively within cross‑functional teams, and manage timelines with precision. Excels in customer relations, communication, organization, problem‑solving, and sound decision‑making to ensure high‑quality, on‑time delivery of all assigned work.
• Coachability: the willingness to adapt and desire to continuously improve
• Work Ethic: proactively pursuing the company mission with a high degree of energy and daily activity—including organizational discipline and skills
• Passion: sense of enthusiasm and emotion that compels others to action
• Adaptability: ability to adjust to change and reconsider approaches
• Sense of Urgency: ability to consistently meet deadlines and self-manage objectives to exceed expectations

Equal Employment Opportunity Statement

Renaissance Alliance Insurance Services, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, parental status, pregnancy, political affiliation, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.