PurposeProvide necessary documents to insurance companies in relation to mergers and acquisitions. Monitor all communications from insurance companies related to Standard Personal and Commercial Lines business; handling appointments, maintaining producer codes, agency location information, and producer information. Communicate with sales leadership, the licensing director, and the M&A team regarding progress, in addition to maintaining accurate tracking.
Essential Duties & Responsibilities - Coordinate with the M&A team, sales leadership, and insurance companies to ensure all documentation needed for new agency appointments and notifications of change in ownership are submitted accurately and processed timely. - Accurately track progress of changes and requests and share with appropriate teams. - Complete documents timely, request signatures from agency principals or executive leadership, update banking information. - Keep excellent inventory of producer codes and appointment detail, maintaining producer agreements and commission rates and ensuring they are captured in our document retention system. Attend meetings as necessary. - Process requests to add new carriers, ensuring all information is gathered and communicated with sales leadership. - Coordinate with sales operations to maintain information for each state needed to timely and easily complete appointment paperwork. - Meet with sales leaders regarding upcoming acquisitions to understand how each carrier should be handled. Escalate issues to the licensing director when appropriate.
Qualifications and Education Requirements - High school diploma. Bachelors' degree preferred - 1-2 years of experience in insurance agency or insurance company operations preferred - Bilingual English/Spanish preferred - Ability to exercise discretion when dealing with sensitive information
Preferred Skills - Knowledge of insurance company requirements for appointing agencies or agency operations experience. - Detail-oriented mindset, excellent organization skills, and ability to adhere to deadlines. - Proven success working with various levels of management. - Ability to coordinate, execute, and track projects with minimal oversight. - Ability to evaluate situations, problem solve, and overcome hurdles. - Ability to communicate effectively, orally and in writing. Excellent interpersonal skills, with an ability to communicate across departments. - Ability to establish and maintain effective working relationships with team members, peers, sales staff, and insurance company contacts.
Other DutiesThis job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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