Insurance Agency Marketing Services, Inc. · 2 weeks ago
Insurance Contracting & Licensing
Topeka, KS
Full-time
Onsite
Entry Level
$45K/yr - $50K/yr
2+ years expInsurance Agency Marketing Services (IAMS) is a well-established and stable Insurance Marketing Organization. They are seeking a candidate for their Contracting and Licensing department to provide support for existing and potential insurance agent clients, handling contract requests, continuing education, and product training updates.
Financial ServicesInsuranceTraining
Responsibilities
Review and enter insurance contract requests into CRM system
Follow-up calls on pending contract requests to get status updates
Work with licensed agents across the country with the ability to access and meet their specific needs, including the needs of the sales director’s and identify alternative solutions as necessary
Point of contact for status updates as well as resolving and issues with a pending contract requests
Evaluate and confirm the contract terms, requirements and updates are accurate and compliant
Order supplies/kits from insurance carriers as requested by sales directors
Fill all kit requests and forms as requested
Works with current & potential insurance agent clients, insurance carriers and our insurance sales directors to organize tasks and estimate delivery time, as well as contractual, continuing education, product training updates, and supply/kit requests to ensure consistency and help achieve department goals
May perform other related projects, duties as required and assigned
Qualification
Required
High school diploma/GED
2 yrs. of IMO or industry relevant experience preferred
Ability to work both independently and in a team environment with little supervision
Proficient in Microsoft Office Suite or similar software, Adobe Acrobat, operate mail equipment & postage requirements - USPS / UPS Postal software
Must have problem-solving and decision-making skills
Strong interpersonal & communication skills
Ability to interact with internal and external individuals at all levels including Management
Ability to multitask and to prioritize workload under tight deadlines in a fast-paced environment with a 'follow-up until resolved' mindset
Must escalate appropriate issues in a timely fashion
Must be detail oriented with accuracy – this is key
If you don't have the information you need or if you don't have the answer, must be resourceful to find the information you need
There is a responsibility of incoming phone coverage with this position; must be comfortable on the phones
This is an in office position, Monday through Friday, 8am to 5pm
Preferred
Experience or exposure with Surelc licensing software and/or Surance Bay a big plus
Benefits
Medical, dental, and vision insurance plus short-term disability
401k with employer match
Paid holidays and Paid Time Off
401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Paid time off
Referral program
Vision insurance
Company
Insurance Agency Marketing Services, Inc.
Insurance Agency Marketing Services, Inc. was founded in 1986 with service to producers as the centerpiece.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Chris Ramelb
Chief Financial Officer
Curtis Hawks - Financial Advisor Opportunities
Executive Vice President, CMO
Recent News
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