What are the responsibilities and job description for the Administrative Assistant position at Wilson?
Job Description
Duties/Responsibilities
- Process contracts for licensed insurance professionals
- Conduct agent or marketer outreach to resolve licensing and contracting open issues
- Monitor exception reports, research solutions and address exceptions as needed
- Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers
- Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction
- Integrate new agency and affiliate partners through onboarding intake calls, required paperwork processing, and associated processes
- Assist with direct agent onboarding
- Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality
- Utilize established performance management systems and processes
- Solve Salesforce cases as assigned
- Actively participate in team planning and process improvement activities
- Engage Carriers and External Partners to efficiently resolve licensing issues
- Fulfil Agent Release Requests as needed
- Other duties as assigned
Qualifications
- High School Diploma required; Bachelor’s degree preferred
- Self-starter with ability to learn quickly
- Highly skilled in attention to detail
- Excellent organizational, communication and time management skills
- Positive approach to taking initiative and creative problem solving
- Proficient user of Microsoft Office Suite or similar (Excel, Word, PowerPoint)