Pronto Insurance · 18 hours ago
Licensing Coordinator
Brownsville, TX
Full-time
Onsite
Entry, Mid Level
3+ years expPronto Insurance is dedicated to creating access, trust, and opportunity in the communities they serve. They are seeking a Licensing Coordinator to manage all aspects of licensing for sales producers and ensure compliance with state regulations, while also providing support and communication to agents and producing reports on licensing statistics.
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
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
Bachelor's degree or minimum of 3+ years of experience in insurance licensing or a similar role
In-depth knowledge of state insurance regulations and licensing requirements
Proficient in using licensing software and databases
Strong communication skills
Preferred
1 year within a Call Center environment
Familiarity with insurance agency management systems
Associate's or Bachelor's degree
Benefits
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
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
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