• Job Description

  Req#: 546797

  Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want t o make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.
  
  Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

  
  

  ESSENTIAL FUNCTIONS

  55% Processes new agent contracts and appointments, which includes:

  • Reviewing contracting and appointment paperwork for completeness;
  • Notifying agents and/or recruiters of missing paperwork;
  • Ordering and reviewing background reports;
  • Verifying compliance with federal and state regulations and company guidelines;
  • Building and maintaining records and contracts;
  • Reviewing hierarchy to ensure it is set up correctly to pay commissions correctly;
  • Processing appointments according to procedures of 50 jurisdictions; and
  • Working with other departments on correct coding to policy applications.

  40% Provides customer service internally and externally regarding appointments and contracting, which includes:

  • Notifying agents and/or recruiters of pending requirements;
  • Communicating with producers to obtain additional information of a sensitive nature (bankruptcy documents, criminal information, etc.);
  • Completing and mailing contracts;
  • Responding to inquiries and requests on status and contracting procedures and guidelines;
  • Explaining regulatory changes to producers and internal customers; and
  • Researching and resolving problems.

  5% Performs other functions, which includes:

  • Assisting with and participating in team functions and events for the agent and new business administration department;
  • Assisting in special projects and other related duties as requested; and
  • Serving as a member of various committees and implementation teams.

  The list of essential functions is not exhaustive and may be substituted as necessary.

  EXPERIENCE AND SKILL REQUIREMENTS

  • Two to five years of office experience.
  • Ability to type 40 words per minute.
  • Professional oral and written communication skills.
  • Problem-solving skills, analytical thinking, and decision-making ability.
  • Execute tasks with detail and accuracy.
  • Work independently with a minimal amount of supervision.
  • Ability to prioritize and organize multiple tasks and deadlines.
  • Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship, and exactness.

  EDUCATION AND CERTIFICATION REQUIREMENTS

  • Associate degree, trade school certification or equivalent required.

  PHYSICAL AND WORK SCHEDULE REQUIREMENTS

  • Ability to work 40 hours within flex-time guidelines required.
  • Some overtime may be required to complete job functions.

  
  

• About the company

  We help you bring your organisation’s future forward by solving three main challenges posed by exponential technological change...

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