Position Summary:

Contracting & Licensing Department staff are relied upon across the Company as subject matter experts in the area of agent licensing, contracts, appointments and commissions. The Licensing Specialist I works under direct supervision of the Manager or Licensing Specialist 2 to facilitate the processing of agent licenses and contracting. Responsibilities include, but are not limited to, organizing, compiling data and submitting required forms / information on a timely basis with various insurance departments, processing incoming contract paperwork, verifying agent profile updates for Errors and Omissions Coverage, W9s and Anti Money Laundering courses, researching and investigating return items in mail or reports generated from the administrative system. This individual is responsible for minimum updates to the administrative systems, requesting data from our internal website, work specific processes in the work queues and contacting customers or producers to gather information.

Job Standards:

Essential Job Duty #1: Quality Assurance on New Agent Setup 30%

• Review and prepare incoming contracts for input into electronic workstream.
• Contact producers for missing documents.
• Follow Contracts & Licensing checklists and workflow items that are required.
• Process a high volume of work within established accuracy and time goals.

Essential Job Duty #2: Agent Administration and Evidences - 20%

• Review and analyze error notices on new policy applications.
• Notify agents of licensing, E&O, and AML requirements needed to issue policies.
• Advise New Business area of actions to take to resolve error messages.
• Manage and handle items through completion.

Essential Job Duty #3: Process Agent License and Appointments - 15%

• Performs necessary transactions to process state licensing, including payment of fees to state insurance departments for appointments.

Essential Job Duty #4: Complete Agent Terminations - 10%

• Upon notice of an agent termination, send termination letters, terminate the agent record and state appointments in all systems as required.

Essential Job Duty #5: Provide Assistance for Basic and Standard Issues - 15%

• Communicate with agents, field force, state insurance departments, and vendors via telephone, correspondence, and electronic communication on standard and non-complex requests and changes.
• Communicate with other departments, including ACS, Marking, and Accounting to carry out tasks directly related to Contracting.
• Ensure adherence to phone service standards and schedule.

Essential Job Duty #6: Prepare Reports for Management and Agents - 10%

• Maintenance of files, including but not limited to appointment submissions, hierarchy changes, name and address changes and updating agent banking information.
• Demonstrate flexibility and responsiveness to the Manager, seek solutions for road blocks and stumbling blocks, partner with other areas to find efficiencies.

Education & Experience:

• High School Diploma, Two + years previous experience working within the insurance industry, experience with computer applications.

Certifications, Licenses & Registrations:

• Required: NONE
• Preferred: LOMA 281 and 291 Level 1

Knowledge, Skills & Abilities:

• Listening: Practices active listening to understand and learn from what others say.
• Writing/Reading: Understands documents and applies the information to work situations; conveys ideas and facts concisely and accurately in writing; uses language the intended audience understands.
• Attention to Detail: Personal Effectiveness: Accomplishes tasks by focusing on all areas involved; ensures all associated processes and tasks are completed; vigilantly watches over/checks processes and tasks to ensure accuracy.
• Time Management: Effectively manages one’s time to ensure work is completed effectively; coordinates own time in conjunction with others to avoid conflicts; leverages available resources to maximum efficiency.
• Building Trust:: Interact with others in a way that inspires trust, confidence and integrity.
• Teamwork: Work harmoniously with others to get results; responds positively to instructions and procedures; shares information with everyone on a project.
• Service Orientation: Actively looks for ways to help people.
• Computer Applications: Remains current on knowledge of applicable computer applications and basic computer functions. Excellent Microsoft Office Suite skills.
• Contract Administration: Assures assigned functional area operates according to the provisions of all applicable contracts.
• Customer Service: Knowledge of principles and processes for providing customer services, such as customer needs assessment, meeting quality standards for service and evaluating customer satisfaction.

COMPENSATION AND BENEFITS

Hourly contract rate range of $19.00 to $21.00 based on experience and qualifications, as well as geographical market and business considerations.

Your well-being is important to Wimmer Solutions. All regular, full-time employees working a minimum of 30 hours per week are eligible to participate in the benefits plan. Outside of offering excellent medical, dental, and vision benefits, we also offer the following:

• Paid time off and holidays
• 401k & company match
• Flexible Health Care, Dependent Care, and Commuter Spending Accounts
• Employee Assistance Program
• Life & Accidental Death and Dismemberment Insurance
• Short and Long-Term Disability
• Payroll advance program, Charitable donation match, Athletic event sponsorship,
• Referral reward program, and more…

MORE ABOUT WIMMER SOLUTIONS

Wimmer Solutions is proud to be an equal-opportunity employer. All applicants will be considered for employment regardless of race, color, religion or belief, age, gender identity, sexual orientation, national origin, parental status, veteran, or disability status. Wimmer Solutions is committed to achieving a diverse employee network through all aspects of the hiring process and we welcome all applicants.