Insurance Agent Liaison

4 weeks ago


Fremont, Michigan, United States Western & Southern Life Full time
Job Summary

We are seeking a highly organized and detail-oriented Contracting Specialist to join our team at Western & Southern Life. This role will be responsible for administering all functions required to appoint and maintain external agencies and agents to sell insurance products.

Key Responsibilities
  • Administer state and federal regulations, as well as Gerber Life's established guidelines, to process appointments from beginning to end.
  • Review and verify all required documentation, including background check investigations and supporting documents.
  • Communicate with agencies and agents to obtain missing forms and provide updates on appointment status.
  • Create and maintain accurate records in Gerber Life's computer systems, including agent demographics, payment hierarchy, and commission schedules.
  • Assist with processing licensing and appointment system edits, responding to agent and agency inquiries, and creating and maintaining work instructions.
Requirements
  • High School Diploma or equivalent.
  • Three years of relevant work experience, including using computer systems for capturing and storing data.
  • Strong PC abilities, including Microsoft Office applications.
  • Experience with Vue, Sircon, or other licensing/commission systems is a plus.
Work Environment

This role will work in an office setting, remaining in a stationary position for long periods of time. The ability to verbally communicate and exchange accurate information with customers and associates is required. Visual acuity is necessary to read and interpret various documents and reports.



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