Insurance Contracting & Licensing

Job Description

The Insurance Marketing (IMO) Industry is exploding right now, and our business needs are growing exponentially. As a result we're expanding Company-wide in the areas of sales and support. It's a great time to explore what Insurance Agency Marketing Services (IAMS) has to offer. Come grow with us!

IAMS has an opening in Contracting and Licensing department. This is a full-time, in office position . The right candidate would be responsible for providing support for our existing insurance agent clients and potential insurance agent clients and our sales directors by assessing needs and workflow, review, administer and deliver solutions in the areas of contract requests, continuing education and product training updates, and processing supply and purchase order requests.

Essential Job Duties:

• Review and enter insurance contract requests into CRM system
• Follow-up calls on pending contract requests to get status updates
• Work with licensed agents across the country with the ability to access and meet their specific needs, including the needs of the sales director’s and identify alternative solutions as necessary
• Point of contact for status updates as well as resolving and issues with a pending contract requests
• Evaluate and confirm the contract terms, requirements and updates are accurate and compliant
• Order supplies/kits from insurance carriers as requested by sales directors
• Fill all kit requests and forms as requested
• Works with current & potential insurance agent clients, insurance carriers and our insurance sales directors to organize tasks and estimate delivery time, as well as contractual, continuing education, product training updates, and supply/kit requests to ensure consistency and help achieve department goals
• May perform other related projects, duties as required and assigned

Qualifications and Requirements:

• High school diploma/GED
• 2 yrs. of IMO or industry relevant experience preferred
• Ability to work both independently and in a team environment with little supervision
• Proficient in Microsoft Office Suite or similar software, Adobe Acrobat, operate mail equipment & postage requirements - USPS / UPS Postal software
• Experience or exposure with Surelc licensing software and/or Surance Bay a big plus
• Must have problem-solving and decision-making skills
• Strong interpersonal & communication skills
• Ability to interact with internal and external individuals at all levels including Management
• Ability to multitask and to prioritize workload under tight deadlines in a fast-paced environment with a “follow-up until resolved” mindset
• Must escalate appropriate issues in a timely fashion
• Must be detail oriented with accuracy – this is key
• If you don’t have the information you need or if you don’t have the answer, must be resourceful to find the information you need
• There is a responsibility of incoming phone coverage with this position; must be comfortable on the phones
• This is an in office position, Monday through Friday, 8am to 5pm

Compensation & Benefits:

• Competitive base salary based on experience
• Monthly and year-end bonuses
• Medical, dental, and vision insurance plus short-term disability
• 401k with employer match
• Paid holidays and Paid Time Off

About IAMS:
Insurance Agency Marketing Services (IAMS) is a well-established & stable independently owned Insurance Marketing Organization that has been around for 39 years and growing strong. We specialize in life and annuity insurance and support independent agents/producers throughout the country. We have long-term, solid relationships with several nationwide industry leading carriers and are very proud to have been one of the few selected IMO's in the country to contract with certain carriers to represent their products and services. IAMS has a proven track record with providing the highest level of customer service to our clients because we are a smaller & more specialized IMO, we are able to provide immediate response and personal service to our clients. IAMS has long-term employees who know the industry inside & out and we continue to grow with the same philosophy of hiring the best and brightest to deliver this level of customer service. Our employees drive our success. Working at IAMS, you will be integrated into a close-knit family of teamwork and support, in an environment that provides stability, growth and success with the freedom and ability to control your career path. This is our commitment to you. It’s truly a great place to work! If this sounds like something you might be interested in, we want to talk with you!

About IAMS:\r Insurance Agency Marketing Services (IAMS) is a well-established & stable independently owned Insurance Marketing Organization that has been around for 39 years and growing strong. We specialize in life and annuity insurance and support independent agents/producers throughout the country. We have long-term, solid relationships with several nationwide industry leading carriers and are very proud to have been one of the few selected IMO's in the country to contract with certain carriers to represent their products and services. IAMS has a proven track record with providing the highest level of customer service to our clients because we are a smaller & more specialized IMO, we are able to provide immediate response and personal service to our clients. IAMS has long-term employees who know the industry inside & out and we continue to grow with the same philosophy of hiring the best and brightest to deliver this level of customer service. Our employees drive our success. Working at IAMS, you will be integrated into a close-knit family of teamwork and support, in an environment that provides stability, growth and success with the freedom and ability to control your career path. This is our commitment to you. It’s truly a great place to work! If this sounds like something you might be interested in, we want to talk with you!