Agent Onboarding Specialist

Role overview

Sunrise Systems, Inc. is hiring a remote Agent Onboarding Specialist for a 6-month contract. The position pays $18 per hour on W2.

What you'll do

• Check each new agent onboarding package for completeness against the provided checklist and process guidelines.
• Log in to the Accel vendor platform to access and assess submitted onboarding materials.
• Once a submission passes review, enter the agent into the agency management system and create the required record.
• Use information supplied by retail agents in the portal to populate new agency records accurately.
• Download supporting documents and store them in the agency management system after review.
• Track down any missing or incomplete items and summarize exactly what is absent, such as unsigned documents, missing fields, or missing forms.
• Email agents to explain the deficiencies and request the outstanding information.
• Review returned responses from agents to confirm the package is now complete before final setup.
• Help maintain and tidy agent files by updating them with the latest documentation received.

What we're looking for

The role suits someone who has handled technology- or software-based work before and is comfortable using multiple systems. Strong attention to detail is important, along with the ability to spot gaps in a form or submission quickly. Good written communication is also needed for clear and professional email follow-ups.

Additional details

• Employment type: Contract/Remote
• Duration: 6 months
• Compensation: $18/hour on W2

Responsibilities

• Review all incoming agent onboarding submissions for completeness using the checklist and process instructions.
• Access the Accel vendor platform to pull and inspect agent submissions.
• Create new agency records in the agency management system after verifying the submission is complete.
• Enter data from retail agents into the agent portal and related internal systems.
• Download documents and save them in the agency management system.
• Maintain and clean up agent files as updated documentation is received.
• Identify missing items in incomplete submissions and clearly document what is lacking.
• Email agents to request the missing information and confirm the corrected submission is complete before proceeding.

Requirements

• Prior experience working with technology or software solutions.
• Comfort using digital platforms, portals, and internal systems.
• Strong attention to detail for checking forms and spotting missing information.
• Ability to analyze submissions and identify specific deficiencies.
• Good written communication skills for professional email correspondence.