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QUALIFICATIONS/REQUIREMENTS:
- Associate degree (emphasis in business, accounting or related field) and/or equivalent work experience
- One year experience in the insurance industry or 2-3 years of customer service experience preferred
- Series 6 preferred
- Preferred knowledge of the federal and state registration/licensing rules, regulations, and requirements
- Excellent communication, organizational, and analytical skills
- Detail oriented with a strong sense to meet deadlines on time
- Strong computer skills, preferably in Word and Excel
- Demonstrated ability to keep information confidential
- Regular and reliable attendance and punctuality is an essential function of this position.
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DUTIES/RESPONSIBILITIES:
- Process new agent contract applications; monitor the individual and shared work queues and assign applications in an equitable manor; analyze applications for accuracy and completeness; Create new rep records in multiple record keeping systems; Generate welcome packets that include the appropriate license and compensation information
- Maintain and update existing agency and agent records for the Kansas City Life Group of Companies through online data entry. Ensure that all record keeping systems are kept in sync; Identify and research errors for all agent record keeping systems and correct in a timely manner
- Send prompt and accurate termination notices to the reps and General Agents. Notify the Regionals and Home Office associates promptly about changes to a rep’s status
- Generate reports and letters to maintain and update agent records for AML and E&O requirements; coordinate reports with agencies in special markets for agents who are not in compliance with company and/or state requirements
- Analyze background inspection reports that include credit check, license status, and criminal history through on-line entry. Coordinate and follow up with the Regional and/or General Agent about adverse information that requires approval before processing agent’s application and appointment
- Research, analyze and resolve agent errors from the New Business auto-issue system and the agent commission systems. Process requests for information from Home Office departments, General Agents and agents
- Reconcile and process state appointment renewals; generate active state rep listing from the Agent Master system to compare against the state renewal list; send prompt notification to General Agents for approval or termination requests; calculate correct renewal fees and promptly pay to avoid unnecessary late fees and penalties; notify Commission Accounting to charge appropriate fees to the rep’s accounts.
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Kansas City Life Insurance Company
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ATTN: Human Resources Department
3520 Broadway
P.O. Box 219139
Kansas City, MO 64121-9139
EOE/MFVH
e-mail:[email protected]
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