Licensing and Contracting Representative

Annuities & Life Insurance Zionsville/Indianapolis, Indiana


Description

Position at Group1001

Group1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Group One Thousand One (“Group1001”), a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets, employees.

Group1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

Job Summary:

The Licensing and Contracting Representative reviews and processes all agent appointment contracts ensuring paperwork is complete, accurate and entered in a timely manner.  This includes updating records with initial and renewal resident or non-resident licenses, documenting and validating required agent training, and maintaining agent records and files.


Main Accountabilities:
  • Communicates with agents and independent marketing organizations (IMOs) regarding agent appointments and completion of all required documents and licenses.
  • Reviews all contract submissions and associated documents for accuracy, completeness, and agent affiliations.
  • Completes data entry for agent appointments, and initiates background and Vector checks. Forwards all documents to imaging for the agent's file and returns copies to the independent marketing organization (IMOs) or agent for their own records.
  • Works with Contract Administration regarding the activation process for agents submitting new applications and responds to those requests with a sense of urgency.
  • Works with the Marketing department regarding contracting, terminating and transferring agents.
  • Communicates with outside vendors regarding the requirements for agent appointments including state departments of insurance, anti-money laundering providers, errors and omissions coverage providers, product training, and agent background checks (Vector).
  • Maintains accurate records in our administrative system and associated systems including our document management system (On Base).
  • Responds effectively to agents’ requests for assistance and information
Qualifications:
  • Associate’s degree in business, or equivalent training and experience
  • Professional designations such as LOMA’s Associate Life Management Institute, (ALMI), Associate Customer Service (ACS), and/or Associate Insurance Agency Administration (AIAA) are extremely helpful and encouraged.
    Two to four years experience in agency administration, insurance industry administration or call center is desired.
  • Previous experience in agency administration role requiring knowledge and understanding of complex agent contracts, state licensing and appointments preferred
  • Strong communication skills
  • Understanding complex agent agreements
  • Proficient computer skills including keyboarding and various software packages such as Microsoft Office applications to include Word, and Excel.
  • Attention to detail