Job Description

Key Responsibilities

• Administration of contracting and licensing for all distribution channels, ensuring that all producers and up-line management are properly contracted, licensed and appointed, where applicable with state and / or provincial insurance departments.
• Provide customer service support through our dedicated 1-800 line. Phone support required on schedule and rotational basis.
• Responsible for processing of new producer and up-line management contracting packages.
• Review contracting package for completeness, following up on outstanding contractual requirements.
• Administer, review & adjudicate background checks within established approval guidelines, communicating with producer when necessary to obtain clarification regarding financial or criminal aspects on the background check report; make recommendation for exceptions or declines where appropriate.
• Process state appointments for producers and up-line management which permits them to sell for Foresters.
• Add and maintain accurate producer and up-line personal, contracting & licensing information on all applicable systems.
• When advised, process producer and up-line terminations on the systems, ensuring that the appropriate state / province is properly notified.
• Respond to and ensure efficient & accurate resolution to daily telephone and email inquiries pertaining to contracting and licensing issues, meeting established service level standards.
• Track and notify the producer and up-line regarding expiring licenses and update appropriate systems as necessary with new information.
• Track and notify the producer and up-line regarding expiring errors and omissions coverage and update system as necessary with new information.

Key Qualifications

LI-Hybrid