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Licensing and Contracting Representative in Indianapolis, IN at Vaco

Date Posted: 5/13/2019

Job Snapshot

Job Description

Our Client located in North Indianapolis is looking to add to their team. This client offeres security, growth opportunity, and a great work envrioment.

Position Summary:

The Licensing and Contracting Representative reviews and processes all agent appointment contracts, assuring all paperwork is complete, accurate and entered in a timely manner. Updates records with initial and renewal resident or non-resident licenses; documents and validates required agent training; and maintains agent records and files.

Essential Responsibilities and Duties:

1. Communicates with agents and independent marketing organizations (IMOs) regarding agent appointments

and completion of all required documents and licenses.

2. Reviews all contract submissions and associated documents for accuracy, completeness, and agent


3. Completes data entry for agent appointments, and initiates background and Vector checks. Forwards all

documents to imaging for the agent's file and returns copies to the IMO or agent for their own complete

records. •

4. Works with Contract Administration regarding the activation process for agents submitting new applications

and responds to those requests with a sense of urgency.

5. Works with the Marketing department regarding contracting, terminating and transferring agents.

6. Communicates with outside vendors regarding the requirements for agent's appointments, including states

departments of insurance, AML providers, E&O providers, product training, and Vector etc.

7. Maintains accurate records in administrative system and associated systems including client relations

management application (CRM) and document management system (On Base).

8. Responds effectively to agents' requests for assistance and information.


  • Responsible for interpretation and full understanding of complex agent contracts,

administrative systems, IMO's, and state licensing and training requirements.

* Associate's degree in business, or equivalent training and experience

* Professional designations such as LOMA's Associate Life Management

Institute, (ALMI), Associate Customer Service (ACS), and/or Associate

Insurance Agency Administration (AIAA) are extremely helpful and


* Two to four years experience in agency administration, insurance industry

administration or call center is desired.

* Previous experience in agency administration role requiring knowledge and

understanding of complex agent contracts, state licensing and appointments


* Strong communication skills

* Attention to detail

* Understanding complex agent agreements

* Proficient computer skills including keyboarding and various software

packages such as Microsoft Office applications to include Word, Excel and