Life Insurance Agent Onboarding & Terminations Specialist
GPM Life™ Insurance Company
Job Title: Agency Onboarding & Terminations Specialist Location: GPM Life Insurance, San Antonio, TX Working conditions: In-office, not remote Job type: Full time About GPM Life Insurance GPM Life is a northeast San Antonio based life insurance company with an emphasis on providing excellent customer to policyholders/customers, agents, and the GPM Life Team. GPM Life offers a competitive benefits package including medical, dental, vision, group life insurance, and a generous 401(k) plan with a company match. Minimum Requirements 2-3 years of administrative/clerical experience preferably in a life insurance company. Strong computer skills including Word and Excel. Must interact well with others. Must be able to work with demanding customers. About The Position Responsible for termination of agents for Lack of Production or other reasons including handling all steps in the process and any reporting necessary. Process termination of agents for Lack of Production (LOP) or other necessary reasons. Review monthly LOP report to confirm which agents should be terminated. Communicate with field leaders about the pending terminations and then execute terminations. Responsible for setting up of agent payment arrangements and admission of debit balance information for collections and rolling unpaid balances to agent’s upline if not paid and/or reporting to vector. Responsible for reconciling monthly Vector reports. Assist with contracting, appointments, and reinstatements for agents and IMOs including requesting all applicable due diligence (background check) reports, appointment fees, related forms, and preparation of contracts for processing. Responsible for confirming state appointments to meet compliance regulations for all states/jurisdictions with certain requirements. Maintains various associated department logs. Performs other duties as assigned. Candidates Should Have Strong attention to detail. Ability to work in a fast-paced environment. Ability to prioritize and multi-task. Requires excellent verbal and written communication skills. Great people skills. Professional demeanor. Time management and organizational skills. Education & Experience High school education or equivalent. 2-3 years of administrative/clerical experience preferably in a life insurance company. Strong computer skills including Word and Excel. #J-18808-Ljbffr GPM Life™ Insurance Company
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