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Fort Washington Investment Advisors, Inc. · 1 month ago

Agency Support Specialist I - Onsite

US-MI-FREMONT

Full-time

Onsite

New Grad, Entry Level

Fort Washington Investment Advisors, Inc. is seeking an Agency Support Specialist I to act as a liaison between external agents and the Agency Operations Department. The role involves responding to agent inquiries, supporting various agency functions, and ensuring compliance with regulatory requirements.

Financial Services

Responsibilities

Handles agent/agency inquiries on inbound/outbound calls in a positive and professional manner consistent with compliance and regulatory requirements

Utilizes knowledge of insurance products and features, including compliance and underwriting requirements and competitive positioning to provide guidance to external agents

Answers agent inquiries involving various licensing and contracting concerns

Must have a clear understanding of the contracting process, paperwork, state specific back-dating guidelines and pre appointment states

Reviews various systems to determine status and troubleshoots issues while working collaboratively with Licensing and Contracting Team

Answers agent inquiries involving commission schedules, payment cycles, system issues involving commission payments, and reversals of premium creating chargebacks to agent commission

Must have a clear understanding of commissions, commission guidelines and commission statements and be able to work collaboratively with Commissions Team

Plays a critical role in the day-to-day functions of Agency Operations by interacting with agents and several areas of the company

Must have the ability to work and communicate with New Business (edits, application processing, etc.), Corporate Records (scanning and processing of documents, etc), Underwriting (UW worksheets, UW edits, UW guidelines and processing times), Accounting/Finance (processing times, billing, accounting guidelines, bill date changes, payment processing) and Policy Administration (cancellations, processing times, policy provisions, policy guidelines, admin charges)

Supports other Agency areas by completing administrative tasks including but not limited to creating vendor codes, updating spreadsheets/reporting, testing and additional related project and program work as assigned

Initiates applications over the phone with external agents and their customers

As a licensed Agent, completes the Gerber Life Application with the customer, while providing guidance, reassurance and product support throughout

Performs other duties as assigned

Complies with all policies and standards