Summary
Processes and maintains General Agency’s, IMO and agent records, including contracts and state appointments in a timely and accurate manner while using outstanding customer service skills. Assists with the Agent’s Prosperity lifecycle with respect to onboarding, maintenance and off boarding for all distribution channels. Prosperity Company and state guidelines must be strictly followed. Provide support to our field agents on product, policies and commission inquiries.
Essential Duties and Responsibilities
Review incoming requests to ensure that all required documentation has been submitted and work with field agents and agencies for follow up on any outstanding requirements.
Establish agent records in company’s administrative systems and secure appropriate state appointments based on states requirements while utilizing state databases.
Maintain and update agent training records in company’s administrative systems. Ensuring compliance with product and state regulations.
Order background reports utilizing vendor’s database for all agents contracting through the Independent distribution channel. Prepare and flag for further review.
Distribute Executed agreements and communicate approval with General Agencies and IMO’s when all requirements are met and background report has been reviewed.
Process agent record changes, such as address changes and servicing agent changes, as requests are received.
Responsible for preparing correspondence and reports in software packages, such as Word or Excel, as appropriate for various transactions and projects associated with the contracting process and record maintenance.
Assist with the reconciliation of appointment fees and commissions for third party administered business.
Coordinate with New Business and other departments to confirm agent status for solicitation of business and processing of new applications and other transactions.
Handle agent calls and email inquiries regarding contracting, licensing, appointments, commissions/advance payments.
Assist with the Prosperity’s debit balance policies and procedures and debt collections.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Education and/or Experience
High school diploma or equivalent combination of education and experience required. Minimum of two years customer service or administrative related experience in a fast paced service industry. Experience in job functions requiring proficiency and accuracy in maintaining and administering computer system databases.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Communication and Language Skills
Work requires the ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the company.
Mathematical Skills
Work requires the use of basic mathematics (addition, subtraction, multiplications, and division) to perform job duties.
Competencies
The following competencies are consistent with Prosperity Life's core values and apply to all Prosperity Life positions: Learning and applying new skills, using technology to increase productivity, implementing changes to improve performance, adapting to changes in the work environment, and supporting the achievement of team, department and company goals.
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve problems by selecting the solution from several alternatives that already exist. Ability to arrive at a solution through weighing the advantages of the alternatives.
Other Skills and Abilities
MS Word and Excel spreadsheet skills are required. Must have excellent customer service skills. Must be self motivated and have the ability to work effectively on multiple diverse tasks simultaneously.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and distance vision.