Producer Records Specialist -- Remote

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!

https://player.vimeo.com/video/518665804 

What We Offer You:

• A culture that values employees and celebrates, empowers, and inspires a diverse workforce
• Outstanding and affordable benefits package
• 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.  

Life Takes You Places!  Are you ready to join us?

The base salary range for a Producer Records Specialist is $44,000 to $79,000. Actual salaries will vary by geographic location and are based on factors such as candidate’s qualifications, experience, skills, competencies, and company 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 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

• 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, including payee administration, in corporate administration system(s) and producer management system.  Prepares and distributes correspondence as it relates to the onboarding and appointment processing.  Assists with the producer contracting and background investigation processing.
• 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

• Strong skills in MS Office Outlook, Word, Access, and Excel.  
• Excellent organizational, multi-tasking, and time management skills.  
• Excellent documentation skills.  
• Ability to interpret compliance documentation and/or governmental regulations and disseminate this information.
• Analytical skills with the ability to collect, organize, analyze and manipulate datasets with attention to detail and accuracy.
• Excellent communication and interpersonal skills with the ability to present information to various stakeholders.
• Adherence to ethical standards and the ability to maintain confidentiality when handling sensitive producer record information.
• Problem-solving skills to analyze producer records and/or compliance issues, propose solutions, and make recommendations for improving.
• Ability to work independently and as part of a team in a fast-paced environment.

Required Education and Experience

• Bachelor's degree in related field, or related experience can substitute
• 1 year regulatory/compliance or insurance licensing/appointment experience

Preferred Education and Experience

• 3+ years’ regulatory/compliance experience or insurance licensing/appointment experience
• Experience in producer records administration and analysis 
• Experience with producer records management software 
• SharePoint
• Salesforce
• LifePRO and/or Compass experience
• Vertafore experience
• Insurance, Human Resources, or Legal experience
• Industry Certification(s)

Cross-Functional Interaction:

The position interfaces with all levels of the corporation, affiliate partner Blue Cross Blue Shield plan staff, external entities, and internal sales staff.   Interacts with appointment processing vendor for coordination.  Interacts with independent producer/brokers related to processing agent of record changes.  Interacts with Legal regarding Department of Insurance regulations and agent contracts. Interacts with Finance regarding licensing/appointment fee processing and year-end reporting.  Interacts with state Department of Insurance staff.

Decision Rights and Accountabilities:

This position requires little direct supervision.  In order to meet corporate objectives this person is expected to make business related decisions and manage tasks independently including: research and resolution of licensing/appointment issues, document change requests for producer related systems, and serve as a tester and subject matter expert.   Authorized to determine producer appointment eligibility, based on background questions and interpreting various state Department of Insurance regulations in order to process corresponding appointment. This will ensure compliance to meet state Department of Insurance regulations/guidelines and avoid state penalties and fees.  Responsible for creating and maintaining documentation related to state Licensing, Appointments, and Termination procedures and state requirements.  Conduct research to respond to inquiries and to process and handle confidential information.  

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