The purpose of the role is to ensure PMA’s compliance with regulatory requirements regarding PMA’s
key business partners – its producers. The role is responsible for onboarding, appointing and terminating producers in compliance with internal policies and regulatory requirements. Internal reporting to finance and other business functions will help PMA manage its business. Monitoring legal and regulatory. Changes affecting appointment requirements will help PMA stay compliant.
• Work with PMA’s National Distribution team (and other Old Republic business units supported by
PMA) to handle the onboarding of insurance producer business partners (insurance brokers and
agents), ensuring compliance with internal policies and practices, as well as applicable regulatory
requirements.
• Process insurance producer Notice of Appointment and Termination of Appointment filings with
applicable state insurance regulators.
• Coordinate with internal team members and external insurance producer personnel to collect
information and documents supporting onboarding and appointments.
• Manage producer onboarding and appointment workflows, facilitating timely follow-up with internal
stakeholders and external business partners to ensure requirements are met.
• Manage multiple workstreams and prioritize as necessary to ensure projects are completed
accurately and on time while promoting positive relationships with the Company's insurance
producers.
• Communicate relevant information effectively, including requirements, updates, and timelines,
both internally within the Company and externally.
• Investigate open issues and collaborate with internal team members to identify resolutions.
• Maintain insurance producer records and related database systems.
• Maintain and enhance the Company's insurance producer onboarding and appointment
processes; educate internal and external stakeholders on those processes.
• Develop an understanding of the insurance producer management software systems and other
technology tools (e.g., Sircon Producer Manager, Excel) used to manage insurance producer
appointments and related data.
• Leverage technology to create reports on insurance producer activity in response to information
requests from other business units or regulators.
• Process invoices for insurance producer appointments; assist Finance and Tax with reporting and
allocation of appointment-related fees and costs.
• Work with attorneys in the Company's Legal department to address legal and regulatory matters
pertaining to insurance producers (e.g., licensing and appointments).
• Monitor legal and regulatory changes affecting producer licensing and appointments.
• Assist with other insurance licensing requirements.
- Demonstrate commitment to Company Code of business conduct and ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
- Associate degree and/or significant producer compliance experience.
- Proficiency with relevant software applications (Word, Excel, Adobe, PowerPoint, SharePoint),
and ability to learn and adapt to new software programs.
• Familiarity with Sircon producer management system a plus. - • Excellent organizational and time management skills, and strong attention to detail.
• Excellent written and oral communication skills.
• Able to manage multiple workstreams and competing deadlines independently.
• Resourceful, with strong critical thinking and problem solving skills.
Skills Required
- Knowledge of compliance policies, procedures, standards and applicable laws
- Experience with insurance producer onboarding, appointment and termination processes and state filings
- Ability to maintain producer records, manage workflows, and generate regulatory/business reports
- Associate degree and/or significant producer compliance experience
- Proficiency with Word, Excel, Adobe, PowerPoint, SharePoint
- Familiarity with Sircon producer management system
- Excellent organizational, time management, and attention to detail
- Excellent written and oral communication skills
- Ability to manage multiple workstreams and competing deadlines independently
- Strong critical thinking and problem solving skills
PMA Companies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PMA Companies and has not been reviewed or approved by PMA Companies.
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Leave & Time Off Breadth — Time off is described as generous, with a sizable PTO bank and a broad paid-holiday schedule. Feedback suggests the ability to accrue and use substantial leave is a standout element of the package.
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Retirement Support — Retirement support includes a 401(k) with company contributions and immediate vesting on certain employer dollars. Profit-sharing and automatic eligibility are positioned as meaningful additions to total rewards.
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Flexible Benefits — Benefits are organized in a cafeteria-style format with multiple medical plan choices, HSA options, FSAs, and a broad set of voluntary coverages. Feedback suggests this flexibility enables tailoring coverage to individual needs.
PMA Companies Insights
What We Do
PMA Companies provides risk management solutions and services, specializing in workers’ compensation and offering property & casualty insurance, in the United States. Headquartered in Blue Bell, PA, PMA Companies is a member of Old Republic Companies. Old Republic International Corporation (NYSE: ORI) is one of the nation’s 50 largest publicly held insurance organizations. PMA Companies includes: PMA Insurance Group, specializing in workers’ compensation, and providing other commercial property & casualty insurance products; and PMA Management Corp. and PMA Management Corp. of New England, providing results-driven TPA and Risk Services specializing in workers’ compensation and liability. We maintain a large client retention rate of 90% or higher and a client satisfaction rate of 96% per an independent survey. At PMA, we still build relationships the "old-fashioned way." Our clients know we care. They know we say what we do and do what we say. And they know that they can count on us to deliver tangible value to their business and to work passionately on their behalf.
