Administrative Assistant
Description
Paradigm life is a vibrant, fast-paced company. We are a nationally recognized insurance agency and specialize in providing insurance and financial services online using various communication technologies. As a Financial Services Company, Paradigm Life’s mission is providing solutions to the financial challenges many American’s currently face. Our unique marketing and business model attracts individuals across the country to our online resources. Our on-demand education creates awareness of our value proposition and our one-on-one client education provides customized solutions to assist in overcoming the average American’s financial challenges.
As an Administrative Assistant within the Contracting and Compliance team, your primary job responsibilities will include the following:
- Process producer contracting/appointment requests.
- Reviews producer appointment applications for completeness to ensure current, accurate information.
- Verifies producers are appropriately contracted and appointed for the specific state business is written in.
- Follows up on outstanding contracting to ensure all information is received to complete contracting and appointment processes.
- Uses various state websites and NIPR to ensure producer and agencies are appropriately licensed for the product and state business is being written.
- Keeps abreast of current State Departments of Insurance requirements based upon updates received from legal/compliance areas and updates manuals to ensure up-to date information is available and makes decisions accordingly.
- Creates report of appointment submissions, fees per state, per carrier and provide to Supervisor and/or Accounting team.
- Provides weekly and monthly reporting to Supervisor that includes the number of producers appointed by carrier and state.
- Serves as resource for questions related to all tasks tied to the appointment and renewal process.
- Updates producer appointment renewal dates and other vital information in the system to ensure the most up to date appointment information is maintained in the various administrative systems.
- Provides producers with written notification of their appointments and terminations as well as providing executed copies of Producer Agreements to the producer field.
- Performs similar job-related duties as assigned.
- Assists with contracting, appointment or licensing questions from producers and other departments within the company.
- Works closely with the Sales and CX teams to accomplish contracting and appointment needs.
- Scans, saves and organizes company, producer and client carrier correspondence.
- Protects the privacy of all information received and/or worked with.
- Performs a wide range of compliance-related research.
- Involved in SOP research, writing, reviewing, cataloguing, and organizing.
- Assists in developing programs, systems, processes, and procedures for contracting, licensing, and other needs as assigned.
- Assists or manages special projects upon request.
- Provides other assistance to Manager as needed.
Requirements
Preferred Skills:
The ideal candidate for this Administrative Assistant position would possess the following skills:
- Proficient with Computers
- Applications – Microsoft Office Suite (Excel, Word, Outlook), Salesforce, SuranceBay/SureLC, Adobe
- WPM: 60
- Excellent Communication Skills
- Customer Service Background
- Insurance Industry Experience Preferred
- Excellent Professional Telephone Skills and Etiquette
- Excellent Oral and Written Communication Skills
- Strong Attention to Detail, Organization and Analytical Problem-Solving Skills
- Experience Working in a Fast-Paced Environment with Multiple Priorities and Projects
- Works Well in Teams
- Self-Motivated
Benefits
- Casual Dress Code
- Exciting and fun team environment
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Paid Vacation & Holidays
Join the Paradigm Life team today!