Administers compliance with Agency & Producer insurance license(s) in all states where Agency/Producer submit business to DUAL NA
Maintains Agency and Individual Producers licenses for E&O, P&C, Surplus Lines, Personal Lines where applicable
Reviews the information presented on new agency/producer applications for compliance with DUAL NA and state requirements
Coordinates all appointments/terminations/renewals of Agency and Individual Producer licenses for all states pertinent
Collaborates closely with Agency and Producers to resolve any licensing issues
Maintains active knowledge within all 50 states of requirements and compliance for Insurance P&C, Personal Lines, Surplus Lines, and Appointments
Provides excellent client service to Agencies and Producers as it relates to licensing/compliance while showing “ease of doing business” with DUAL NA
Maintains licensure database(s)
Collaborates with various internal divisions to include Corporate Compliance, Legal, IT and Division leaders
Creates and maintains high-level licensing compliance reporting on each agency/individual
Works monthly on advising and requesting Agency and Producers on upcoming licensure expiration dates
All other tasks as assigned
Requirements
Bachelor’s degree preferred
0-3 years of experience in related field
Knowledge of insurance industry and/or related compliance
MGA/Insurance systems a plus (AIM, IMS, InsuranceNow)
Excellent written, verbal and client-facing communication skills
Ability to understand and process mergers/acquisitions accurately while working closely with Agency
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Experience in Salesforce preferred
Ability to follow policies and procedures
Self-motivated with strong attention to detail
Must be able to remain in a stationary position 50% of the time, with occasional movement in the office to access cabinets and equipment.
Core Competencies
Demonstrates expertise in insurance compliance and licensing across multiple states, with strong capabilities in client service and collaboration with internal divisions. Proficient in managing licensing databases and reporting while ensuring adherence to policies and procedures.
Highest-signal resume keywords
Insurance Compliance Knowledge
Licensing Administration
Client Service Excellence
Microsoft Office Proficiency
Salesforce Experience
ATS Optimization Keywords
Hard Skills
Licensing Administration
Insurance Compliance Knowledge
Database Management
Reporting
Attention to Detail
Soft Skills
Excellent Communication Skills
Self-Motivated
Collaboration
Industry Keywords
E&O Insurance
P&C Insurance
Surplus Lines
Personal Lines
Agency Licensing
Tools & Technologies
Microsoft Office Suite
Salesforce
AIM
IMS
InsuranceNow
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Jobtailor is hiring: Producer Relations Administrator in California
Jobtailor · California, MO, USA ·
- Job type:
- Full Time