Job Summary
Under limited supervision this position in compliance with state insurance department regulations and company guidelines is responsible for performing and completing all basic aspects of initial or renewal agent appointment processing. Also responsible for providing customer support to field offices/agents and building/maintaining agent information in the licensing processing systems.
Essential Duties & Responsibilities
Performs a combination of duties in accordance with departmental guidelines:
Acts as the licensing customer service contact for field offices agents enrollers and processing teams by responding to questions both verbally and in writing regarding licensing appointment statuses appointment procedures and state regulations.
In compliance with state regulations identifies and processes all qualified and unqualified new producer appointments and contracts both manually and electronically for submission to State Insurance Departments. Updates systems and notifies agent upon confirmation of appointment from the state.
Receives and reviews state insurance department announcements of agents' renewals and reconciles with company agent listing. Identifies and processes automatic renewals e.g. individual production requirements for sales personnel.
Prepares and submits to individual state insurance departments the disposition of actions taken on announcements calculates associated fees for designated states or manually pends for receipt of invoice for associated fees in compliance with state insurance departments.
Submits and receives requests for background investigation on agents and determines if contracts submitted are allowed based on company guidelines.
Updates processing system with all renewals or terminations to effectively allow or deny new business processing to take place.
Calculates and request checks for fee payment and vendor billings.
Updates and maintains via the licensing and database systems agent demographic information e.g. address changes name changes transfers and license/appointment expiration dates.
Researches and corrects agent data problems and commission errors related to licensing e.g. adjustment of transfer dates of producers types of business submitted to ensure proper commission payment.
May perform additional duties as assigned.
1. Validates certifies and updates systems with producer tax identification numbers for corporate tax reporting.
Reporting Relationship
Typically Supervisor or above
Skills Knowledge and Abilities
1. Knowledge and understanding of computer software applications including MS Word MS Excel and the Internet.
2. Ability to employ strong customer service skills within a fast-paced high-volume team environment.
3. Good communication skills both verbal and written.
4. Detail oriented with good math and organizational skills.
Education and Experience
1. High School Diploma GED or equivalent experience and a minimum of 2 years of customer service experience in an office environment. Or 1-year life insurance administrative processing.