Insurance Services Agency Admin presso Security Service Federal Credit Union

Will be responsible for auditing and reporting on monthly sales bonus as well as submission to HR. Processes policy downloads, as well as removing duplicates and correcting premium entry if needed. Will coordinate with agents to get credentials from every carrier at new hire and on an “as needed” basis. Employee will add missing coverages back to policies if proper documentation is not received within 30 days of effective date. Will monitor and notify all agents of impending license renewals , track completion of continuing education credits, and renew licenses in a timely manner, while maintaining detailed receipts of each transaction. Each day will submit daily Allstate remittance. Works inbound and outbound mail. Assists with new agent welcome & onboarding. Provides ad hoc reports from agency systems upon request. Special projects as needed. Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values. Candidarsi ora