Agent Contracting Representative

The Opportunity
As an Agent Contracting Representative you will be responsible for setting up agent and agency contracts and appointments with accuracy, handling inbound calls with excellent customer service skills, and working together as a team to ensure agents are properly set up to conduct business with our company.

Job Responsibilities

• Responsible for creating, maintaining and updating routine information on appointed agents/agencies for the business.

• Reviews appointment/contract applications for accuracy and completeness.

• Assigns and maintains agent/producer codes.

• Prepares appointment information for submittal to the various state Departments of Insurance.

• May process renewal appointments and/or terminations.

• Reviews credit and criminal background information. Escalates for review when an exception to standard policy is requested.

• Maintains accurate data on appointed agents/agencies, which may include updates to name, address, payment information, company required sales/compliance training, etc.

• Answers telephone calls regarding agent/agency status.

• May serve as liaison with marketing and compliance regarding appointment requirements and applications.

• Develops/builds familiarity with department policies and procedures, as well as the business and organization.

• Performs other duties as assigned.

Minimum Qualifications

1-3 years of relevant work experience, high school diploma or equivalent. 

Ideal Qualifications
Fast learner, ability to multi-task, customer service experience, previous experience in the annuity/financial services industry

What to Expect 

• Focused one-on-one meetings with your manager

• Ongoing opportunities for development and learning 

• Working in a fast-paced environment 

• A place to grow your career in a culture that inspires, rewards and develops employees

• Small company feel with a focus on meeting customer’s needs today and also well into the future

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