Agency Contracting Specialist - Los Angeles, United States - California FAIR Plan Association

California FAIR Plan Association
California FAIR Plan Association
Verified Company
Los Angeles, United States

6 days ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter


Description
***
PRINCIPAL DUTIES & RESPONSIBILITIES

  • Set up agencies to ensure proper hierarchical structure for commission payments and tax reporting.
  • Correspond with agent/agency for missing documents or to correct erroneous information provided.
  • Perform Real Time OFAC check and Real Time TIN check on potential and existing agent/agency.
  • Review and process agent/agency book of record changes, mergers, and acquisitions.
  • Process agent/agency terminations by sending letters to the brokers, insureds and terminates agent record in the system.
  • Assist with researching insured complaints for potential fraud and inform management of findings for possible termination of agent/agency.
  • Contact agent/agencies regarding returned mail and request updated address information.
  • Establishes and maintains high quality relationships with internal and external customers.
  • Identify opportunities and recommend improvement initiatives for agency management that support corporate strategic plans, goals, and objectives.
  • Assist with defining requirements and workflows for new agency management system.
  • Serve as backup for other areas as needed.
  • Perform additional duties and/or special projects as required.

EDUCATION AND EXPERIENCE

  • College degree in business or related field preferred.
  • 2 to 4 years of relevant work experience.
  • Excellent oral and written communication skills.
  • Demonstrates strong interpersonal skills, (both internal and external) and work well in a team environment.
  • Demonstrate an ability to quickly and accurately assimilate new information and procedures.
  • Ability to efficiently manage time, organize work with mínimal supervision, and meet deadlines.
  • Basic to intermediate Microsoft Excel and Word skills.
  • Strong attention to detail and accuracy when completing data entry.

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