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Agent Services Specialist in Indianapolis, IN at Vaco

Date Posted: 1/3/2019

Job Snapshot

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    Not Specified
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Job Description

Our client located in North Indianapolis, is adding to their team! This opportunity offers employment with a reputible organization, good culture, competitive pay, and opportunity for advancemnt.

Essential Responsibilities and Duties:

  • Reviews incoming agent appointment packets and associated documents for accuracy, completeness, in addition to confirming agent affiliations and commission hierarchy.
  • Researches and confirms existing licenses, compliance with continuing education, and other requirements for licensing.
  • Recommends new agent appointments and submits completed agent appointment packet to Annuity Administration for processing.
  • Communicates with agency/independent marketing organizations (IMO's) regarding the status of agent appointments, outstanding items and completeness of all required documents and licenses.
  • Responds effectively to agents' requests for assistance, licensing guidelines and status.
  • Researches and recommends requests for transferring and terminating agents; submits requests for processing by Annuity Administration.
  • Oversees agent/distribution partners product training and continuing education (CE) compliance.
  • Reviews weekly, month-end and year-end commission payments for accuracy. Investigates and resolves hierarchy commission questions, adjustments and corrections on behalf of an agent and/or IMO.
  • Pro-actively communicates with and responds to agent/IMOs inquiries regarding concerns or questions regarding commissions, adjustments, debit balances, hold process, EFT, taxes and outstanding requirements.
  • Maintains accurate records in associated systems including client relations management application (CRM/Salesforce) and document management system (OnBase.)

  • Qualifications:


    • Prefer Associate degree in Business or equivalent training and experience
    • Professional designations such as LOMA's Fellow/Associate Life Management Institute (FLMI/ALMI), Fellow/Associate Secure Retirement Institute (FSRI/ASRI), Associate Customer Service (ACS), Associate Annuity Products Administration (AAPA) or demonstrated work toward achieving designations.


    • Two to four years, experience in agency administration, insurance industry administration with previous experience in an agency administration role.
    • Advanced knowledge and understanding of complex agent contracts and appointments, state licensing requirements, as well as handling commission hierarchy and calculations.
    • Working knowledge of computer systems and applications for processing new requests (LifeFit), working within the workflow queues (OnBase) and client relationship management (CRM/Salesforce).