Job ID #: 00098484 Location(s): OH - Independence Functional Area: Independent Agency Education Required: High School Diploma Position Type: Full Time Relocation Provided: None Experience Required: 1 - 3 Years
Maintains and tracks production, licensing, appointment, and termination records of agents, District Managers, Agency Producers, CSRs, DLSs, and Farmers Life Agents (Producers); maintains all Producer contract files; and track and produce various Agency Development statistics and reports.
Maintains knowledge of the insurance licensing, appointment, and termination laws, procedures forms and fees of each state insurance department within the assigned territory. Maintains, and keeps up to date at all times, an Agents Licensing, Appointment, and Termination Procedure Manual containing a comprehensive, step-by-step procedure for licensing, appointing, and terminating producers (including examples of forms, schedule of fees, and any special requirements for each state in the assigned territory). Processes and tracks the licensing, appointment, conversion, and termination of all Producers, and keeps records of agents with dual appointments and agents appointed in primary-secondary districts. Prepares and sends license renewal reminder letters to Producers 90 days prior to license renewal. Tracks receipt of, and maintain, copies of agent licenses. Initiates, monitors, and follows up on agent and District Manager license verifications to avoid payment of commissions to unlicensed agents and District Managers. Notifies accounting of all agents with expired licenses. Assists producers with resident and non-resident license application processing. Verifies and validates annual state insurance department appointment renewal list and fees by company. Prepares payment to insurance department and processes agent and DM folio deductions (where applicable). Establishes and maintains all Producer contract files, including pending agent, reserve agent, career trainee, graduate trainee and terminated agent files. Controls the assignment of agent and District code numbers, determines proper codes, and prepares agent record inputs, production and agency development quota inputs and any other inputs involved in the Marketing Direct Input (MDI) or other system(s). Maintains sample incorporation agreements and provides them to agents and District Managers with instructions for incorporating an agency. Updates company and insurance department records to reflect change in agency status. Assists State Office and management in making district splits and consolidations, making agent number changes, and setting up new districts and dissolving old districts; and codes and types required inputs. Processes policy reassignment requests involving district changes in connection with district splits, consolidations, agent number changes, etc. Prepares inputs for division realignments and reassignments or changes Division Marketing Managers. Prepares monthly career trainee appointment qualifications report. Prepares quarterly career training program administration analysis. Prepares weekly agency development progress report. Prepares inputs to correct production information on career trainee performance record. Keeps records of all agency development statistics, and distributes results to immediate supervisors, District Managers, State Executives, Division Marketing Managers, and others. Prepares all required career trainee advices and career administration forms to increase, decrease, adjust, or guarantee subsidies to career and graduate trainees. Notifies Marketing Operations Clerical Supervisor of adverse subsidy maintenance trends in Divisions or States. Computes amount of District Manager career participation liability, completes "Run to Daylight" forms, and sends to Service Center Accounting for collection. Receives applicant flow data forms, and prepares quarterly E.E.O. report. Responsible for maintaining producer demographic data including name, address, contact number changes. Provides changes to other departments as required. Checks forms and contracts (including subsidy recommendations) submitted by Division Marketing Managers for accuracy and completeness, and coordinates agent subsidy/folio problems with Accounting Department. Handles agent/insured complaints in the absence of any other administrative personnel, and/or refers to proper department for handling. Assists in training new clerical employees. Prepares correspondence, forms and reports as necessary. Maintains hold-files as required. Performs other duties as assigned.
Insurance experience a plus. Excellent customer service and multi-tasking skills. Proficient in Word and Excel
Required job duties consist of occasional walking, standing, driving and/or carrying 10 lbs maximum, and seeing.
Required job duties are normally performed in a climate-controlled office environment.
High school graduate or equivalent.
One year with FIG, including one year Salary Grade 26 or higher.
Personal computer skills, including word processing.
Farmers is an equal opportunity employer, committed to the strength of a diverse workforce.