Responsible for administering all the functions required to appoint and maintain external agencies and agents with Gerber Life in order to sell insurance products.
Responsibilities
Following state and federal regulations as well as Gerber Life’s established guidelines, this position is responsible for the administration of state appointment tasks from beginning to end. Tasks consist of confirming all required documentation has been received to process the appointment. In addition to standard appointment forms, includes review of background check investigations and any supporting documentation. Follows up with agencies or agents for missing forms and keeps agencies informed of appointment status. Informs agent and agency when agent is appointed.
Creation of agency and agent records in Gerber Life’s computer systems including agent demographics, payment hierarchy and commission schedules, following and documenting workflow processes and maintain accurate record keeping. In addition, ongoing maintenance for agent records including hierarchy changes, address changes, additional appointments, renewals license updates and terminations
Assists with: processing licensing/appointment system edits (underwriting system), responses to agent/agency inquiries, creation and maintenance of work instructions, other related work as assigned.
Assists with yearly update of SOP's and Work Instructions
Performs other duties as assigned
Complies with all policies and standards
Qualifications
High School Diploma Or equivalent.(Required)
Three years relevant work experience to include using computer systems for capturing and storing data, with preference for experience in communicating and dealing effectively with government agencies. (Preferred)
Preferred experience with the appointing of life insurance agents. (Preferred)
Strong PC abilities including Microsoft Office applications, i.e. Outlook, Excel and Word.
Experience with Vue, Sircon or other licensing/commission systems a plus.
Physical and Environmental Requirements
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.