Insurance Lounge

Insurance

• Working with clients and insurance carriers to evaluate the best options for commercial lines of insurance on a case-by-case basis
• Provide client support and knowledgeable guidance during the policy writing and renewal processes
• Prepare and present policy/coverage options and information to clients
• Follow documentation policies and procedures to ensure client records are maintained within the client management database
• Seasonal flexibility for increased customer traffic
• Address day-to-day client matters in a timely manner, including questions and issues surrounding claims, eligibility, enrollment, and rates.

Commercial Lines Insurance Host

Operations

• Review, process, and submit contracting and appointment paperwork for new hires, franchisees, and agents
• Partner directly with carriers and state Departments of Insurance to secure licensing, appointments, access, and state affiliations
• Ensure accurate hierarchy setup and correct commission structure alignment
• Maintain accurate and organized licensing and appointment records
• Communicate clearly with internal teams, leadership, and partners regarding licensing and contracting status
• Monitor regulatory changes and communicate updates when needed
• Assist with hierarchy and commission audits
• Conduct background checks when required for licensing related items
• Support special projects as assigned
• Build, document, refine, and streamline licensing and contracting processes to improve efficiency, consistency, and scalability as we grow

Commercial Lines Insurance Host

Commercial Lines Insurance Host

Licensing & Carrier Access Operations Specialist