Our client is seeking an Agent Coordinator for their team in Portland, Oregon.
Processes agent appointment and affiliation requests which include the state appointment, agent contracting, validation of agent licenses and proof of Errors and Omissions insurance.
Monitors and processes all agent demographic changes and agent of record changes.
Monitors agent licensing and renewals of Errors and Omissions insurance. Follows department procedures for notification of lapsed licensing or Errors and Omissions, agent suppression, and completes agent terminations when appropriate.
Processes term & transfer agreements between two or more agents/agencies, including working with all parties to ensure what portion of the business is being sold and that the transaction adheres to all Department of Insurance regulations.
Ensures the agent appointment process is administered effectively in full compliance with rules and regulations of each applicable Department of Insurance.
Participates and works with the State Department of Insurance on audits of agent information and compliance with State regulatory requirements.
Researches, documents and communicates resolutions to external and internal business partners for all inquiries regarding the agent appointment and maintenance processes.
Meets or exceeds all stated performance production quality and throughput metrics.
Contributes to company quality initiatives and encourages process improvements that strengthen team and departmental activities.
Provides written and oral status reports on all assigned tasks, including problem identification and resolution, changes in delivery dates, and all related activity in an accurate and timely manner.
Actively participates in establishment and maintenance of policies and procedures related to commission payment activities.
Assists other team members as necessary in order to support department goals and objectives.
Ensures agent commissions for all corporations are paid in an accurate and timely manner. Calculates commissions as necessary.
Experience using a variety of personal computer software applications to perform general administrative functions.
Intermediate Excel, Intermediate Word, email and calendaring software.
General office practices and procedures.
Process detailed data in an accurate manner.
Provide excellent customer service both internally and externally.
Proven critical thinking skills.
Communicate effectively, both orally and in writing, with all levels both internally and externally.
Exercise sound judgment and discretion in confidential matters.
Identify and prioritize workload to meet deadlines with minimal supervision and demonstrated multi-tasking capability.
Bachelor's Degree in a business related field and 2+ years of relevant experience or equivalent combination of education and experience.
Prior agent contracting work related experience or experience in healthcare preferred.
Ability to communicate effectively, both written and orally.
Working knowledge of various computer applications, including Microsoft Office.
Demonstrated ability to operate very effectively in a team setting.
Ability to coordinate multiple projects simultaneously in an office environment with a high level of activity.
Knowledge of health insurance products.
Ability to work with minimal supervision.
Ability to type 40-50 words per minute.
Knowledge of Corporate and State policy involving appointment of insurance agents preferred.
Benefits are available to eligible VanderHouwen contractors and include coverage for medical, dental, vision, life insurance, short and long term disability, and matching 401k.
VanderHouwen is an award-winning, Women-Owned, WBENC certified professional staffing firm. Founded in 1987, VanderHouwen has been successfully placing experienced professionals throughout the Pacific Northwest and nationwide. Our recruitment teams are highly specialized in either Technology and IT, Engineering, or Accounting and Finance career markets. Our recruiters value building meaningful, professional relationships with each candidate as well as developing honed knowledge of companies' staffing needs and workplaces. Partner with us to land your next exciting career.
VanderHouwen is an Equal Opportunity Employer and participates in E-Verify. VanderHouwen does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by applicable local, state or federal civil rights laws.