Austin, United States
over 1 year ago
Responsible for creating, maintaining and updating routine to moderately complex information onappointed agents/agencies for the business. Reviews contract applications for accuracy and completenessassigns and maintains agent/agency producer codes. Processes state appointments for agents by accessingwebsite(s) of our third party vendor(s). Applicable documents are imported into our imaging system tomaintain up to date information in agent files.
The associate reviews background information and escalates for review when an exception to standardpolicy is requested.
The associate maintains accurate data on appointed agents/agencies which may include updates to name,address, payment information, and etc. The associate applies knowledge of department policies and procedures and utilizes understanding of thebusiness and organization. The associate may also perform other duties as assigned
Essential duties and Responsibilities:1. Process new agent contracts.2. Process state appointments and update records accordingly.3. Maintains/updates agent records.4. Responsible for understanding and applying our department procedures and practices.