Agent

• Support all distributions with agent contracting and distribution processes
• Review and process new agent contracting and appointment requests in compliance with company policies
• Confirm licensing and required documentation
• Submit background investigations to vendors
• Process appointments, assign agent numbers, and distribute appointment approval notifications and executed contracts
• Process agent contract exchange requests for existing agents
• Maintain agent licensing records using system reports, written requests, licensing information, and record updates
• Handle agent contract and appointment terminations, including state notifications and agent correspondence
• Create and maintain agent commission assignment records
• Process annual appointment renewals, including manager/general agent communications, record updates, renewal fees, state invoices, and discrepancy research
• Review new business with inaccurate agent information and correct records
• Communicate with agents, managers, clients, case managers, and external carriers to obtain missing information and follow up on contracting applications
• Distribute manager agreements for agent signatures
• Access, utilize, and disclose individually identifiable information in accordance with company policies and applicable law

Explore Agent Admin Representative at Wellabe. Review requirements and application details.