The Agency Contracting Specialist maintains the Agency Management System and provides customer service to agents and brokerages regarding contracts and complaints.
The Agency Contracting Specialist will maintain the Agency Management System and provide excellent customer service to agents and brokerages for registration, mergers, acquisitions, and complaints. This position is the subject matter expert for agency management and is responsible for new agent contracts, maintaining related data and credentials, responding to agents’ complaints and insureds’ complaints related to agents.
Principal Duties & Responsibilities
- Act as a subject matter expert for Agency Management, develop and maintain strong working knowledge of the Agency Management system and processes.
- Review, input and maintain agency applications/contracts in Agency Management systems.
- 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.
- Establishes and maintains high quality relationships with internal and external customers.
- Perform backup duties within the department as required.
- Adhere to Federal and State laws and regulations.
- Any other duties needed to help fulfill the Association’s Mission, abide by the Association’s Values and fulfill the Association’s Strategic Objectives.
EDUCATION & EXPERIENCE
The individual in this position must meet the following general requirements:
- 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 minimal supervision, and meet deadlines.
- Intermediate Microsoft Excel and Word skills.
- Strong attention to detail and accuracy when completing data entry.
Top Skills
Agency Management System
Excel
Microsoft Word
California FAIR Plan Association Los Angeles, California, USA Office
725 S Figueroa St, Suite 3900, Los Angeles, California , United States, 90017
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