Licensing Coordinator

Join a winning team with the room for Growth!

The Insurance Agent Licensing/Contract Coordinator performs the responsibilities associated with the Insurance Agent Licensing/Contract functions for both existing and newly appointed agents including the licensing and appointing of agencies with the various Divisions of Insurance (DOI) and the creation and maintenance of agency data within various Company systems.

Assists Business Development team with new appointment and book transfer activities by providing analytical and administrative support. Works closely with other representatives within the Business Development department to address contracting and licensing issues and follows up with the appropriate line departments when necessary.

The Licensing Coordinator will provide a high level of support for our customers by receiving, reviewing, filing, and submitting contracts, licenses, applications, and various other types of administrative work. Process contracts and licensing for agent appointments with carriers in a timely manner with accuracy, as well as potentially confirming agent appointments.

Needs:

Experience: 1 - 3 years

Knowledge: Solid understanding of general and technical parts of the job. Working knowledge in field, able to work independently.

Decision Making: Makes decisions within position standards. Applies guidelines and procedures that require some interpretation in dealing with exceptions. Work requires judgment to select among multiple potential pre-defined courses of action.

Supervision Received: Works under general supervision. Typically, does not receive instructions on routine work. Receives general instructions on new types of work or projects.

Leadership: Works as an individual contributor. May participate in training less experienced staff.

Problem Solving /Operations/Direct Work Involvement: Applies knowledge to help solve moderately complex problems requiring independent thinking with direction.

Client Contacts: Contacts other departments and or external organizations or parties frequently. Contacts involve obtaining or providing information on matters which may be sensitive and or complex to interpret.

Other Skills:

Excellent oral and written communication skills.

Advanced organization, time-management and planning skills.

Personal Computer skills, Microsoft Word, Excel, and Internal Systems administration required.

Essential Duties and Responsibilities:

• Processes contracts and licensing for agent appointments with carriers in a timely manner with accuracy.


• Compiles and verifies the accuracy of data to be entered.


• Takes necessary action to ensure the data submitted is complete, correct, and accurate.


• Records work completed, transmits entered information into database, and files or routes documents after entry.


• Provides knowledgeable customer service by responding to customer inquiries regarding the status of submitted documents, as well as resolving questions, inconsistencies, or missing data from documents they submit.


• Follows proper processes and procedures to ensure timely document turnaround and follow up


• Processes updates, changes, and/or additions to contracts, licenses for agent appointments, licensing forms from carriers in system, and commission schedules for and from carriers in system.


• New carrier and new agent onboarding


• Special projects (such as software testing and implementation) may be assigned.


• Perform other duties as assigned.

Skills:

• Customer Service - Responds promptly to customer needs; Response to requests for service and assistance; Meets commitments.


• Interpersonal Skills - Conveys a friendly, positive attitude while maintaining professionalism at all times. Maintains confidentiality.


• Quality Management - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Monitors own work to ensure quality.


• Oral Communication - Listens and gets clarification; Responds well to questions.


• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.


• Judgment - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process.


• Planning/Organizing - Uses time efficiently and completes work promptly.


• Adaptability - Able to deal with frequent change, delays, deadlines, or unexpected events.


• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent.


• Dependability - Follows instructions, responds positively to managerial direction.


• Initiative - Asks for and offers help when needed.

Qualifications:

• High school diploma or general education degree (GED); prior experience preferred but not required.


• Secondary Education in a Business-related area of study preferred but not required.


• Capacity to read, write, and comprehend simple instructions, short correspondence, and memos.


• Capability to effectively present information in person, over the phone, and in writing.


• Capable of applying reasoning and common sense understanding to carry out written or oral instructions.


• Possess basic computer navigation skills and knowledge or familiarity of basic computer programs/applications including but not limited to email, word processing, spreadsheet programs, internet, Adobe, etc.


• Multi line phone skills


• Good oral and written communications


• Ability to plan and organize


• Adaptation to changing business operations

Let us learn about you! Apply today.