When it comes to making a meaningful difference in the lives of our customers and employees, USAble Life is always ready. We are a diverse group of individuals working together to go the extra mile. Through our DEI initiatives, employees feel empowered to bring their talents and voice to our culture.
Our passion for delivering the best products is matched only by our passion for our people. We are committed to making a meaningful difference in the lives of others which extends beyond our office walls. USAble Life has a long tradition of supporting our communities, and we’re proud of the fact that our employees share that commitment.
We have been recognized as a “Best Places to Work” in Arkansas, Florida, and Hawaii. You’ll be rewarded with opportunities for personal and professional development and opportunities for advancement. This, coupled with our engaging culture and a comprehensive benefits package, ensures we are committed to our employees.
Check out how we make a meaningful difference in the lives of others!
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What We Offer You:
- A culture that values employees and celebrates, empowers, and inspires a diverse workforce
- Outstanding and affordable benefits package
- Yearly bonus potential and annual increases
- PTO provided at date of hire
- 11 paid holidays
- 401(k) with up to 6% match; fully vested from day 1
- Remote opportunities with company-provided equipment
- Team-oriented, collaborative group of peers
- Career advancement opportunities
- Tuition Reimbursement
- Employee Assistance Program
- Inclusion Council and Employee Resource Groups
- Recharge Days and Volunteer Time Off
- This is a remote position.
The base salary range for a Producer Records Coordinator is $43,000.00 to $65,800.00. The base salary range for a Producer Records Specialist is $44,300.00 to $79,700.00. Actual salaries will vary by geographic location and are based on factors such as candidate’s qualifications, experience, skills, competencies, and internal tenure & equity. In addition to base compensation, this role is eligible for an annual incentive plan based on company performance and individual performance.
Producer Records Coordinator Overview
Supports the organization's producer onboarding process and administration of producer records ensuring compliance with state regulations. This position also supports any reporting related to producer records administration.
Producer Records Specialist Overview
Responsible for the organization's producer onboarding process, administration of producer records, including producer compliance, and reporting related to producer records administration. Ensures company compliance with state regulations governing producer by performing compliance functions related to contracting, license verification, appointment processing and producer contracting.
Essential Duties
Producer Records Coordinator:
- Responsible for the onboarding of new producers and agencies ensuring all producers and business entities representing the company are properly contracted, licensed, and appointed in accordance with compliance rules and procedures. This includes the review and verification of submitted paperwork. Processes agency and/or producer set up in corporate administration system(s) and producer management system. Prepares and distributes correspondence as it relates to the onboarding and appointment processing. With guidance, assists with the producer contracting and background investigation processing.
- Processes producer records maintenance transactions in accordance with compliance rules and procedures. Reviews, processes, maintains, and updates producer records information while utilizing multiple producer data sources and/or systems. Assists with renewal processing to include appointment terminations and updates for producers that do not meet the corporate renewal guidelines. Prepares and distributes correspondence as it relates to appointment termination processing.
- Responds to inquiries and resolves issues related to producer records administration and compliance
- Assists with documenting processes and procedures to help ensure that producer related activities are in compliance with applicable regulations and standards
- Participates in various producer records and compliance related projects
- Other duties as assigned
Producer Records Specialist:
- Processes producer records maintenance transactions, including appointment terminations, in accordance with compliance rules and procedures. Analyzes and reviews complex producer administration set-ups, including purchase/merger processing, and provides guidance, as needed, to the Producer Records Coordinator. Analyzes, processes, maintains, and updates producer records information while utilizing multiple producer data sources and/or systems. Prepare and distribute correspondence as it relates to appointment termination processing.
- Responsible for all aspects of state appointment renewal processing. Verifies and validates annual state Department of Insurance appointment renewal list and fees by company. Responsible for extracting and analyzing information from multiple data sources to determine if a producer/agency has met corporate renewal guidelines. Reviews appointment renewal data and appointment termination data for accuracy and provides approvals for processing. Monitors the appointment renewal process ensuring payments are submitted and appointments renewed for processing within specified timelines.
- Collects and analyzes data to prepare and distribute reports on producer records, including year-end financial reporting.
- Acts as a liaison between the company and customer to respond to inquiries and resolve issues related producer records administration and compliance.
- Ensures documentation and procedures are updated and maintained. Responsible for providing onboarding training to new employees and delivers training to communicate and explain producer related activities are in compliance with applicable regulations and standards.
- Participates in various producer records and compliance related projects.
Required Knowledge, Skills and Abilities
- Producer Records Coordinator
- Proficient in MS Office Outlook, Word, and Excel
- Excellent organizational, multi-tasking, documentation and time management skills
- Ability to interpret compliance documentation and/or governmental regulations and disseminate this information
- Ability to collect, organize and analyze data with attention to detail and accuracy
- Excellent communication and interpersonal skills
- Adherence to ethical standards and the ability to maintain confidentiality when handling sensitive producer record information
- Producer Records Specialist
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Strong skills in MS Office Outlook, Word, Access, and Excel.
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Excellent organizational, multi-tasking, and time management skills.
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Excellent documentation skills.
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Ability to interpret compliance documentation and/or governmental regulations and disseminate this information.
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Analytical skills with the ability to collect, organize, analyze and manipulate datasets with attention to detail and accuracy.
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Excellent communication and interpersonal skills with the ability to present information to various stakeholders.
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Adherence to ethical standards and the ability to maintain confidentiality when handling sensitive producer record information.
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Problem-solving skills to analyze producer records and/or compliance issues, propose solutions, and make recommendations for improving.
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Ability to work independently and as part of a team in a fast-paced environment.
Required Education and Experience
- Producer Records Coordinator
- High school diploma or equivalent
- 4-6 years of related experience
- Or, equivalent military experience
- Producer Records Specialist
- Bachelor's degree in related field, or related experience can substitute
- 1 year regulatory/compliance or insurance licensing/appointment experience
Preferred Education and Experience
- Producer Records Coordinator
- Associate's Degree with 5 years of related experience
- Experience in producer records administration and analysis
- Experience with producer records management software
- Experience with producer contracting
- SharePoint, Salesforce, LifePRO and/or Compass experience
- Vertafore experience
- Insurance, Human Resources, or Legal experience
- Industry Certification(s)
- Producer Records Specialist
- 3+ years’ regulatory/compliance experience or insurance licensing/appointment experience
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Experience in producer records administration and analysis
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Experience with producer records management software
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SharePoint, Salesforce, LifePRO and/or Compass experience
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Vertafore experience
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Insurance, Human Resources, or Legal experience
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Industry Certification(s)
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