Insurance Licensing Coordinator

Insurance Licensing Coordinator Pronto Insurance - 3.1 Brownsville, TX Job Details Permanent From $18 an hour 22 hours ago Benefits Disability insurance Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Vision insurance 401(k) matching Flexible schedule Qualifications Live chat Customer communication Sales support Regulatory compliance Bachelor's degree Insurance regulation Data management Attention to detail Associate's degree Full Job Description

JOB DESCRIPTION

LICENSING

COORDINATOR JOB DETAILS

Employment Status:

Permanent/ Full Time Starting Pay:

Competitive pay commensurate with experience and qualifications.

Reports to:

Project Management Office

JOB DUTIES & RESPONSIBILITIES

Compliance & Record Keeping Coordinates all aspects of licensing for sales producers. Reviews state license applications to ensure compliance. Track license renewal for sales producers. Track Errors & Omissions (E&O) policies for Franchises to ensure binding authority. Maintains records for reporting license information to carriers. Agent Support & Communication Communicate critical policy documents to our customers and agents. Fulfill incoming agent requests managed through e-mail or chat. Effectively communicate with Sales & Support Staff, Underwriting Auditor, Claims Department, and Operations Department. Reporting & Data Management Produce reports based on licensing statistics. Create and maintain spreadsheets to manage licensing data (e.g., using Google Sheets/Microsoft Excel).

Key Duties:

Captive and Independent Agents Licensing Receive New IA Appointment Packets. Complete Agency Appointment Packets for Sales to Review. Appointment and Termination of IAs. Update the IA list and maintain the UW IA drive. Create Pulse Account. Create logins. Licensing Updates. E&O Updates. Bank Information Approval. NSF suspension. Change of Ownership. Bi-weekly, send all appointments and terminations to all carriers (Captive, FR, CA, and IAs). Review commissions with accounting (incentive report). MGA communication to IAs.

EDUCATION & EXPERIENCE

1+ years of experience in the insurance industry, specifically with producer licensing, appointments, and terminations (preferred). 1 year of Customer Service experience. 1 year within a Call Center environment (preferred). Knowledge of state insurance regulatory requirements and procedures (e.g., Texas, California, Florida). Proficiency with licensing databases (e.g., NIPR) and Customer Relationship Management (CRM) or Agency Management Systems. Excellent communication skills, both oral and written, utilizing a professional vocabulary. Planning and Organizational Skills. Very strong problem-solving, data gathering, and organizational skills; be detail-oriented, flexible to handle multiple and competing priorities. Associate's or Bachelor's degree (preferred).

WORK ENVIRONMENT AND ENVIRONMENTAL CONDITIONS

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. The role primarily involves desk work, requiring prolonged periods of sitting and working on a computer.

OTHER DUTIES

Please note this 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. This position is part of a team that provides support to our Agents from 8 AM to 8 PM #PRO123

Job Type:

Permanent Pay:

From $18.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Flexible schedule Health insurance Paid time off Tuition reimbursement Vision insurance

Education:

Bachelor's (Preferred)

Experience:

Insurance Knowledge:

1 year (Required)

Customer Service:

1 year (Required)

Call Center:

1 year (Required)

Insurance Regulatory:

1 year (Required)

Work Location:

In person