Carrier Relations Coordinator

SUMMARY 

Responsible for providing administrative support to the Carrier Relations team. Handles confidential and sensitive information with discretion in relation to the activities of the agency, producers, and staff. Performs all duties in accordance with all company policies and procedures, and all federal, state, and local laws, wherein the Company operates.

ESSENTIAL DUTIES AND RESPONSIBILITIES 

Ensures completion of agency appointment applications.

Works with Contracts, Legal, Risk Management, IT, and Licensing to obtain information for completion of applications.

Manages ad hoc tasks/requests that are submitted through the team inbox.

Coordinates and tracks agency agreements.

Assists with coordinating appointments for new staff and offices.

Assists with reviewing and administering the carrier requests workflow on SharePoint.

Assists with tracking and notifying carriers during company rebrands.

Utilizes checklists on SharePoint to track licensing processes.

Contributes toward process improvement projects.

Electronic scanning and filing as needed.

Checks and distributes mail as needed.

Manages the Carrier Administration email Inbox when admin is unavailable

Runs and distributes Epic reports as requested.

Verifies appointments and market access for staff.

Processes check requests for appointment-related fees.

Manages department calendar.

Performs other duties as assigned.

QUALIFICATIONS

EDUCATION/EXPERIENCE

Associate’s degree or equivalent combination of education and experience

Two (2) or more years of related work experience required

One (1) or more years of experience in insurance required

SKILLS

Excellent verbal and written communication skills

Exceptional ability to work within a team

Exceptional ability to multi-task on multiple high priority projects

Strong problem solving, planning, organizational and prioritization skills

Advanced researching skills required

Proficient in Microsoft Office products; intermediate Excel, Word, Adobe and SharePoint level required

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