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Addison

    Compliance Specialist - Addison, United States - Confie

    Confie
    Confie Addison, United States

    2 weeks ago

    Default job background
    Description
    Our Perks:
    • Generous PTO plans, sick pay and health benefits
    • Annual bonus based on employment standing/ company performance*
    • Work from home and hybrid model employment
    • Confie Enablement Fund/ Scholarship Program
    • I-Care Recognition Program
    • Corporate Social Responsibility Program
    • Diversity, Equity and Inclusion Initiatives
    • Confie Hub and Discount Programs (Gym Membership)
    Purpose

    Provide necessary documents to insurance companies in relation to mergers and acquisitions. Monitor all communications from insurance companies related to Standard Personal and Commercial Lines business; handling appointments, maintaining producer codes, agency location information, and producer information. Communicate with sales leadership, the licensing director, and the M&A team regarding progress, in addition to maintaining accurate tracking.

    Essential Duties & Responsibilities
    • Coordinate with the M&A team, sales leadership, and insurance companies to ensure all documentation needed for new agency appointments and notifications of change in ownership are submitted accurately and processed timely.
    • Accurately track progress of changes and requests and share with appropriate teams.
    • Complete documents timely, request signatures from agency principals or executive leadership, update banking information.
    • Keep excellent inventory of producer codes and appointment detail, maintaining producer agreements and commission rates and ensuring they are captured in our document retention system. Attend meetings as necessary.
    • Process requests to add new carriers, ensuring all information is gathered and communicated with sales leadership.
    • Coordinate with sales operations to maintain information for each state needed to timely and easily complete appointment paperwork.
    • Meet with sales leaders regarding upcoming acquisitions to understand how each carrier should be handled. Escalate issues to the licensing director when appropriate.
    Qualifications and Education Requirements
    • High school diploma. Bachelors' degree preferred
    • 1-2 years of experience in insurance agency or insurance company operations preferred
    • Bilingual English/Spanish preferred
    • Ability to exercise discretion when dealing with sensitive information
    Preferred Skills
    • Knowledge of insurance company requirements for appointing agencies or agency operations experience.
    • Detail-oriented mindset, excellent organization skills, and ability to adhere to deadlines.
    • Proven success working with various levels of management.
    • Ability to coordinate, execute, and track projects with minimal oversight.
    • Ability to evaluate situations, problem solve, and overcome hurdles.
    • Ability to communicate effectively, orally and in writing. Excellent interpersonal skills, with an ability to communicate across departments.
    • Ability to establish and maintain effective working relationships with team members, peers, sales staff, and insurance company contacts.
    Other Duties

    This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

    #CORBU
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