Job Summary
The AHM Associate plays a critical role in supporting the structure and accuracy of Quility’s agent hierarchy system. This position works closely with the Director of Agent Hierarchy Management to ensure agent and agency data is properly maintained, aligned, and optimized within our systems. The AHM Associate will assist in managing agent onboarding workflows, maintaining accurate upline/downline structures, and ensuring that hierarchy-related data is current for licensing, appointments, and compensation purposes.
This role requires strong attention to detail, excellent communication skills, and the ability to manage multiple tasks in a fast-paced, team-oriented environment. It is ideal for someone who is highly organized, enjoys working with systems and data, and is motivated by delivering operational excellence in support of a growing sales and distribution organization.
Key Responsibilities
- Maintain and update agent hierarchy structures in internal and external systems, ensuring accuracy in upline/downline relationships.
- Support onboarding workflows by processing hierarchy and placement requests for new agents and agencies.
- Collaborate with the Licensing and Commissions teams to ensure proper agent alignment for compensation, appointments, and reporting.
- Assist in troubleshooting and resolving hierarchy-related discrepancies, escalations, or placement issues.
- Monitor hierarchy change requests and ensure timely processing in accordance with internal SLAs.
- Generate and distribute reports related to agent hierarchy, production alignment, or organizational changes as needed.
- Serve as a point of contact for internal teams regarding hierarchy structure questions or guidance.
- Ensure adherence to company policies, compliance standards, and regulatory requirements in all hierarchy-related functions.
- Participate in process improvement initiatives to streamline AHM workflows and enhance data integrity.
- Support the Director of Agent Hierarchy Management and VP of Agency Development with project-based tasks and audits as assigned.
Qualifications:
- 2+ years of experience in administrative operations, data entry, licensing, or insurance support roles.
- Strong attention to detail with a high level of accuracy in data processing.
- Excellent organizational skills and the ability to manage multiple priorities and deadlines.
- Proficiency in Microsoft Office Suite (especially Excel) and familiarity with CRM or agency management systems.
- Strong written and verbal communication skills.
- Ability to work independently and collaboratively across departments.
- Comfortable working in a fast-paced, evolving environment.
Preferred Qualifications:
- Experience in the life insurance industry or within an IMO/FMO or agency distribution setting.
- Knowledge of agent licensing, appointments, or commission structures.
- Experience with hierarchy management systems or tools (e.g., Salesforce, AgencyBloc, SmartOffice, etc.).
Company Summary
Quility?is a leading technology-enabled, independent provider of insurance protection and financial wellness solutions. With thousands of agents operating in all 50 states, and a corporate staff of over 150 strong, we forge long-lasting relationships with America’s families and curate life insurance solutions to meet their evolving needs. Our advisors, partners and team members come from a variety of backgrounds, but we all have one thing in common: We are dedicated to helping our clients protect what matters most.
Supervisory Responsibility?
None.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.?The employee is frequently required to sit for long periods of time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.
Additional Eligibility Qualifications
None required for this position.?
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
