Licensing & Contracting Manager
Our client is a well-established and growing TPA in search of a Licensing and Contracting Manager for their Frisco, TX office. This position will report to the Vice President of Operations.
Summary / Job Objective
The Licensing and Contracting Manager leads, trains, and coaches our Licensing team at Headquarters in Frisco, TX. This position works closely with Agents, Partners, and Carriers to facilitate the processing of agent licenses and contracting requests. It is a management role requiring active daily engagement with the Licensing team. This position will facilitate calls with carriers and partners as needed and participate in Leadership meetings.
Responsibilities include but not limited to:
• Ensuring the team is working in a consistent and efficient manner
• Organizing, compiling data and submitting required information on a timely basis with various insurance companies
• Processing contract paperwork and setting up agent profiles
• Assisting new agents and agencies with completing the on-boarding process
• Entering and maintaining agent information within the licensing system, including address changes, updating licenses and carrier appointments
• Ordering and reviewing background investigation reports and making business decisions based on company guidelines
• Ensuring contracted agents are in compliance with required product training
• Monitoring the life cycle of agent appointments with various companies:
? Ensure agents are properly appointed.
? Manage renewal schedules.
? Manage appointment terminations.
• Researching and reviewing proper licensure for all active agents
• Properly handling and securing sensitive information from agents
• Monitoring department email box and respond in a timely manner
• Receiving and responding to agent calls and inquiries
• Addressing agent’s questions and or resolving complex matters.
• Ensuring data accuracy by performing periodic evaluations and updating as necessary
• Providing process improvement guidance and ideas to team members
• Staying abreast of industry trends, relevant laws, rules and regulations
• Maintaining Licensing drive/data
• Completing carrier audits upon request
• Assisting other departments as needed
• Other duties as assigned
Skills and Qualifications:
• 5+ years in the insurance industry
• Minimum 3 years in a management role
• Experience with computer applications, including MS Office Suite
• Knowledge of the principles and processes for providing excellent customer service
• Conveys ideas and facts concisely and accurately in writing and uses language tailored to the audience
• Time management skills
• Attention to detail
Core Competencies:
• Proven leader capable of growing, motivating, and leading teams
• Conflict resolution
• Ability to prioritize, delegate, and multitask in a fast-paced environment
• Ability to react to change in a productive and positive manner
• Understanding of the importance of communication within one’s own team as well as within the leadership team
• Ability to aid in the development of other team members’ communication and presentation skills
