Universal Group
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AGENCY RELATIONS SPECIALIST SARASOTA, FL, Sarasota, FL, US
5 days ago Requisition ID: 1056
The Agency Relations Specialist is responsible for maintaining compliance of Agency and Producer appointments and contracts for Universal North America. Provides inside sales support for Territory Sales Managers.
Essential Duties and Responsibilities: Coordinate receipt of and execution of contracts between agencies, producers and company.
Transact and manage producer appointments and producer terminations with state DOI directly or using SIRCON website.
Request and maintain evidence of current agency E&O per state DOI requirements.
Track, collect, and account for receipt of state licensing/appointment fees per state DOI requirements.
Coordinate receipt of id’s and passwords between CGI and company.
Manage book of business transfers, agency changes, and terminations in accordance with state statutes and company contracts.
Interact with numerous vendors and marketing channels (Ivantage/Allstate, Arrowhead, Torrent, Lexis Nexis, InFocus).
Support multi-state appointments and increased activity associated with National Accounts.
Assist in market conduct exams and state audits by providing requested information and responding to examiners questions.
Work closely and communicate effectively with other departments including Legal, Accounting, Systems, and Customer Service.
Respond promptly to producer’s calls and emails. Include answering producer’s questions and concerns and addressing with appropriate personnel at Universal, CGI, Lexis Nexis and Torrent.
Discipline maintenance of producer databases and spreadsheets. Adherence to strict timelines for appointment renewals.
Manage email lists for all marketing communications.
Respond to agent inquiries regarding commission payments and statements.
Perform other duties as required.
Supplementary Information This job description has been prepared to indicate the general nature and level of the work that employees perform within their classification. This description is not and cannot be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job.
Education and / or Experience: High School Diploma or GED.
Excellent communications (written and oral) and organizational skills.
Must be proficient in Microsoft Office (Excel, Word, and Outlook), Mapping, and Internet based platforms.
Operational savvy- consistently looks to streamline processes and procedures.
Ability to comprehend state regulations and statutory requirements pertaining to licensing and appointing.
Meticulous attention to detail and disciplined organizational skills.
Familiarity with Universal North America quoting system and products helpful.
Ability to handle multiple priorities.
Must be self-motivated, detail oriented and a team player.
Licenses and / or Certifications: Property and Casualty 2-20 or 4-40 license preferred but not required
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AGENCY RELATIONS SPECIALIST SARASOTA, FL, Sarasota, FL, US
5 days ago Requisition ID: 1056
The Agency Relations Specialist is responsible for maintaining compliance of Agency and Producer appointments and contracts for Universal North America. Provides inside sales support for Territory Sales Managers.
Essential Duties and Responsibilities: Coordinate receipt of and execution of contracts between agencies, producers and company.
Transact and manage producer appointments and producer terminations with state DOI directly or using SIRCON website.
Request and maintain evidence of current agency E&O per state DOI requirements.
Track, collect, and account for receipt of state licensing/appointment fees per state DOI requirements.
Coordinate receipt of id’s and passwords between CGI and company.
Manage book of business transfers, agency changes, and terminations in accordance with state statutes and company contracts.
Interact with numerous vendors and marketing channels (Ivantage/Allstate, Arrowhead, Torrent, Lexis Nexis, InFocus).
Support multi-state appointments and increased activity associated with National Accounts.
Assist in market conduct exams and state audits by providing requested information and responding to examiners questions.
Work closely and communicate effectively with other departments including Legal, Accounting, Systems, and Customer Service.
Respond promptly to producer’s calls and emails. Include answering producer’s questions and concerns and addressing with appropriate personnel at Universal, CGI, Lexis Nexis and Torrent.
Discipline maintenance of producer databases and spreadsheets. Adherence to strict timelines for appointment renewals.
Manage email lists for all marketing communications.
Respond to agent inquiries regarding commission payments and statements.
Perform other duties as required.
Supplementary Information This job description has been prepared to indicate the general nature and level of the work that employees perform within their classification. This description is not and cannot be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job.
Education and / or Experience: High School Diploma or GED.
Excellent communications (written and oral) and organizational skills.
Must be proficient in Microsoft Office (Excel, Word, and Outlook), Mapping, and Internet based platforms.
Operational savvy- consistently looks to streamline processes and procedures.
Ability to comprehend state regulations and statutory requirements pertaining to licensing and appointing.
Meticulous attention to detail and disciplined organizational skills.
Familiarity with Universal North America quoting system and products helpful.
Ability to handle multiple priorities.
Must be self-motivated, detail oriented and a team player.
Licenses and / or Certifications: Property and Casualty 2-20 or 4-40 license preferred but not required
#J-18808-Ljbffr