Contracting Processor, Pre-Screening-Onsite
: Job Details :

Overview:

This position pre-screens all new agent and agency appointment paperwork to ensure requests are in good order (IGO) for processing. This includes communication with partners for missing information, requesting background investigations, closing out files that are not in good order, updating departmental reference systems and responding to email inquiries sent to appointment status.

Responsibilities:

• Reviews all new agent and agency appointment paperwork for completeness and accuracy. Includes agent contract, compliance signature, payment hierarchy schedule, producer questionnaire and FCRA as well as any supporting documentation required.Orders license confirmation from Producer Database and background investigation reports for IGO files. Sends IGO file to contracting specialist for processing the appointment.
• Communicates via email with agents and agency regarding status of paperwork. Includes acknowledgement of receipt of appointment paperwork and follow up emails for missing or incomplete forms to reach in good order status.
• Responds to agent inquiries that come into department via email regarding appointment status.
• Performs other duties as assigned
• Complies with all policies and standards

Qualifications:

Education:

High School Diploma or Equivalent

Experience:

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.

Experience with the appointing of life insurance agents.

Knowledge, Skills and Abilities:

Strong PC abilities including Microsoft Office applications, i.e Outlook, Excel and Word

Experience with Vue, Sricon or other licensing/commission systems a plus

Physical Demands/Working conditions:

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.