Carrier Admin Specialist II
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Job Location:
Addison, TX - USA
Hourly Salary:
$ 22 - 24
Posted on:
7 days ago
Vacancies:
1 Vacancy
Department:
Job Summary
Pay Range:
- $22.00 - $24.00 / Hour
Our Perks:
- Generous PTO plans sick pay and health benefits
- Annual bonus based on employment standing*
- Work from home and hybrid model employment
- Confie Enablement Fund/ Scholarship Program
- I-Care Recognition Program
- Corporate Social Responsibility Program
- Diversity Equity and Inclusion Initiatives
- Confie Hub and Discount Programs (Gym Membership)
Purpose
Responsible for managing more complex carrier administration tasks including coordinating with M&A teams sales leadership and insurance carriers to facilitate the timely and accurate onboarding of newly acquired agencies changes in ownership and carrier-related updates. This role involves leading special projects managing carrier data and ensuring operational efficiency in the carrier administration process
Essential Duties & Responsibilities
Manage and coordinate carrier documentation and updates for agency acquisitions and ownership changes
Collaborate with M&A teams sales leadership and carriers to ensure proper documentation is submitted and processed
Track progress of requests and changes proactively communicating updates to internal stakeholders
Complete carrier documents accurately and request necessary signatures from agency principals or executive leadership
Maintain and update records of producer codes commission schedules and appointment details
Ensure all documentation is stored in the companys document retention system
Attend meetings with sales operations and other departments to align on upcoming acquisitions or carrier requirements
Process and track requests for adding new carriers working closely with sales leadership to gather needed information
Escalate issues to leadership when appropriate and propose solutions
Participate in special projects and contribute to continuous process improvement initiatives
Qualifications and Education Requirements
2 - 5 years of experience in insurance agency or carrier operations
Demonstrated ability to manage complex processes and multiple stakeholders
Strong organizational time management and analytical skills
High level of accuracy and attention to detail
Strong communication skills and professional presence in meetings
Proficiency with Microsoft Office Suite and internal database systems
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice
Notice
As permitted by applicable law and from time-to-time Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment including recruitment hiring renewal of employment or the terms and conditions of your employment. Employees with questions about Confies use of these computer systems should contact Human Resources at
Required Experience:
IC
Key Skills
- Data Entry
- Adobe Acrobat
- AS400
- EDI
- Microsoft Outlook
- Cloud Architecture
- Microsoft Excel
- Quick Books
- Administrative Experience
- Order Fulfillment
- Project Implementation
- Sales Support
About Company
Confie is a leading national personal lines insurance distributor serving the standard and non-standard markets.
