Agent Onboarding Representative
Location
Centro, Querétaro
Job Type
Full time
Category
Information and Record Clerks
Posted
June 26, 2026
Description
ABOUT THIS ROLE
Agent onboarding Analyst will serve as a liaison between corporate office and field Sales Representatives to implement our prospective Agent applications. In addition, the ideal candidate will have strong analytical, prioritizing, interpersonal, and problem-solving skills while upholding accuracy in all processed information while adhering to deadlines.
ROLES & RESPONSIBILITIES
- Review and analyze the accuracy information of new applications submitted by sales force
- Process and upload new applications in the system
- Update existing agents' information
- Process Change of owner’s applications
- Update phone, fax and e-mail address of existing agents
- Update bank accounts
- Coordinate the Bank account request for new agents to Finance Operations
- Coordinate the equipment shipping for new agents to Web s...