Pronto Insurance · 15 hours ago
Insurance Licensing Coordinator
Brownsville, TX
Full-time
Onsite
Entry Level
$12/hr - $12/hr
1+ years expPronto Insurance is seeking an Insurance Licensing Coordinator to oversee the licensing process for sales producers. The role involves ensuring compliance with state licensing requirements, maintaining records, and supporting agents with their licensing needs.
Auto InsuranceFinancial ServicesInsurance
Responsibilities
Coordinates all aspects of licensing for sales producers
Reviews state license applications to ensure compliance
Track license renewal for sales producers
Track Errors & Omissions (E&O) policies for Franchises to ensure binding authority
Maintains records for reporting license information to carriers
Communicate critical policy documents to our customers and agents
Fulfill incoming agent requests managed through e-mail or chat
Effectively communicate with Sales & Support Staff, Underwriting Auditor, Claims Department, and Operations Department
Produce reports based on licensing statistics
Create and maintain spreadsheets to manage licensing data (e.g., using Google Sheets/Microsoft Excel)
Receive New IA Appointment Packets
Complete Agency Appointment Packets for Sales to Review
Appointment and Termination of IAs
Update the IA list and maintain the UW IA drive
Create Pulse Account
Create logins
Licensing Updates
E&O Updates
Bank Information Approval
NSF suspension
Change of Ownership
Bi-weekly, send all appointments and terminations to all carriers (Captive, FR, CA, and IAs)
Review commissions with accounting (incentive report)
MGA communication to IAs
Qualification
Required
1+ years of experience in the insurance industry, specifically with producer licensing, appointments, and terminations
1 year of Customer Service experience
1 year within a Call Center environment
Knowledge of state insurance regulatory requirements and procedures (e.g., Texas, California, Florida)
Proficiency with licensing databases (e.g., NIPR) and Customer Relationship Management (CRM) or Agency Management Systems
Excellent communication skills, both oral and written, utilizing a professional vocabulary
Planning and Organizational Skills
Very strong problem-solving, data gathering, and organizational skills; be detail-oriented, flexible to handle multiple and competing priorities
Preferred
1+ years of experience in the insurance industry, specifically with producer licensing, appointments, and terminations
1 year within a Call Center environment
Associate's or Bachelor's degree
Benefits
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Paid time off
Tuition reimbursement
Vision insurance
Company
Pronto Insurance
Pronto Insurance is an insurance and financial service provider based out of South Texas.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Palladium Equity Partners
2018-05-10Acquired
2014-10-01Private Equity
Leadership Team
John Patton
VP/General Counsel/CCO
Recent News
Company data provided by crunchbase