Job Description

Job Summary:

An Agency Specialist 1 must always maintain an elevated level of customer service with Bankers Fidelity, its Affiliates, its agents, and its associates. The role will require you to communicate both effectively and professionally with agents and associates using both verbal and written skills. You will support our agents, the agent agreement and compensation schedules by performing a variety of Licensing and Contracting research and verification. You will apply analytical, organizational, and technical skills daily. The Agency Specialist 1 must navigate and utilize various systems: the company’s legacy system, other internal systems and applications, external systems, and other web-based sites. The Agency Specialist 1 is honest, positive, a collaborator, focused, works well independently, organized, and demonstrates a level of integrity and accountability. In this vital role, you will be integral to Bankers Fidelity’s Mission to deliver insurance solutions that uphold our promise of security and stability to those we serve.

Key Responsibilities:

• Process new agent paperwork by performing the following:
  • Review contracts, commission schedules, active license, and various forms for completion via ImageRight.
    • Process agent contract via contracting online or “paper.”
    • Complete agent master record in USSI.
    • Verify the new agent appointments in various states, verify confirmation letters are received and in the agent file; ensure compliance with regulations of the state insurance departments by monitoring errors in SIRCON.
    • Send written correspondence to agent and hierarchy via email.
• ​​​​​​​ Respond to agent phone calls or written correspondence concerning contracting.
• Learn and understand all information maintained on the Agent Master record.
• Process state monthly and annual renewals from the state insurance departments.
• Assist the Agency AVP on various projects as needed.

 

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 accommodation may be made to enable individuals with disabilities to perform the essential functions.

 

• Strong verbal and written skills are required, and should possess good analytical, organizational, and technical skills. The individual must be able to work in a challenging work atmosphere with a diverse work group and meet processing deadlines. Have experience in working with a mainframe, imaging system and various software applications.

 

Skills:

• Customer Service Excellence: Ability to provide exceptional customer service by understanding Agents’ needs, addressing concerns promptly, and ensuring a positive customer experience.
• Communication: Strong verbal and written communication skills to convey information clearly and effectively to agents and associates.
• Problem-Solving: Aptitude for identifying issues, evaluating options, and implementing effective solutions in a timely manner.
• Attention to Detail: Keen diligence to ensure accuracy in handling customer information and maintaining records.
• Industry Knowledge: Life and Health Insurance experience is desired.
• Time Management: Ability to manage multiple tasks efficiently, prioritize work, and manage time efficiently in a high-volume environment.
• Adaptability: Flexibility to adapt to changing industry trends, company policies and policyholder needs.
• Team Collaboration: Capability to collaborate with colleagues and other departments to achieve common goals and ensure seamless service delivery

Work Environment / Physical Requirements:

The work environment is a standard office setting with typical office equipment. This role involves professional collaboration with colleagues and clients. Responsibilities may involve extended periods of sitting, occasional walking between departments or meeting rooms, and periodic standing, reaching, stooping, and lifting office items weighing up to 25 pounds.

 

Job Tags

Full time, Contract work, Work at office,

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