Licensing Specialist, Seasonal, Remote Opportunity

We’re an insurance company. With two golf courses. A party center. And an inn. 

And we’re looking for smart, prompt and courteous team players who are interested in part time or seasonal employment. Join a team where you can learn new things and meet interesting people. It’s an exciting place to work with great benefits!

Westfield Insurance has been around since 1848 and has a long-standing reputation for helping customers and the communities we serve. 

Licensing Specialist Seasonal, Remote Opportunity Job Summary

Hourly Pay: $15
This is a temporary position for maximum of 6 months.
This is a remote opportunity and can be located within Westfield's operating territory. 

The Licensing Specialist establishes and maintains records related to agency/agent licenses, appointments with Departments of Insurance, agency personnel data for Westfield systems access and agency data to support payment of agency compensation. Maintains compliance with state-specific agent licensing regulations. Serves as expert resource across the company and to agencies on agent licensing.

Essential Functions (primary functions and/or reasons the job exists in order of importance)

1. Establishes and maintains records related to agency/agent licenses, appointments with Departments of Insurance.

2. Develops and maintains working knowledge of, and establishes and maintains files as they relate to agent and agency licenses, appointments, renewals, and terminations, and conforming to state regulations. Develops and maintains working knowledge of state licensing laws and procedures aiding company compliance.

3. Establishes and maintains records related to agency personnel for Westfield system access and functionality.

4. Maintains agent licensing database in company’s automated system including ensuring accurate and specific data in relation to individual agencies. Data includes, but is not limited to, agency segmentation, agency compensation payment selections, company production records, and BI reporting.

5. Establishes and maintains resident agent/agency appointments with the company. This includes entering all relevant data into the Company’s database, filing appointment forms for each state, ordering criminal background checks as needed for prospective appointments and all new agent appointments, adjudicates or refers to appropriate Distribution leader, and sends appropriate letters in compliance with all federal and state laws.

6. Works closely with Distribution Management leadership, Agency Specialists, Contract Specialists and/or the agent to obtain correct and complete information to accurately complete applications, send approval notices to agents, and submit terminations to each state and its agents.

7. Responsible for the payment of applicable state licensing fees, such as appointments and renewals, and billing non-resident agents for appointments and renewals. Verifies accuracy of all billing received from each state’s Department of Insurance and other vendors used in performing duties. Authorizes and sends payment according to company policy, up to amount authorized by company.

8. Develops and maintains working knowledge of, and establishes and maintains electronic and hard copy documentation on state-specific, non-resident licensing and appointment requirements. Assists agents and agencies with obtaining required non-resident licenses and appointments. Assists business units and service offices to ensure compliance with the laws of each state.

9. Communicates with agency, company, and state Department of Insurance personnel regarding all aspects of agent licensing and related inquiries (e.g. checking state Department of Insurance websites for appointments/terminations, renewals, forms, and discussions with agents/agencies about appointment requirements, both resident and non-resident).

10. Assists with developing and maintaining departmental procedures related to agency and agent licensing.

11. Travels occasionally in order to participate in special assignments, training, and/or travel between office locations.

Desired Qualifications/Experience/Certification/Education (in order of importance)

1. 1+ years of property and casualty insurance experience.
      a. For Licensing Specialist Peak Seasonal or Winter Seasonal Job (SP043 or SW043) property and casualty insurance experience is not required. 

2. Experience being accurate, with a focus on attention to details in previous work assignments.

3. Experience multi-tasking and prioritizing previous work assignments to ensure deadlines are met.

4. Strong oral, written, and interpersonal communication skills including the ability to interact internally with all levels of employees and leadership throughout the organization and externally with agents and department of insurance personnel.

5. Working knowledge of MS Excel, MS Word, and MS PowerPoint.

6. Working knowledge of 5.3 policy processing system, Agency Information System on 5.3 (Legacy), and Majesco Distribution Management tool.

7. High School Diploma, GED, or commensurate experience.

Physical Requirements (specific to the role)

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.

* Ability to work effectively in an office environment for 40 hours per week (including sitting, standing, and working on a computer for extended periods of time).

* Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, email, etc.

* Ability to travel as required.

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

To learn more about Westfield and the opportunities available, please visit us at www.westfieldinsurance.com. 

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We are an equal opportunity employer/minority/female/disability/protected veteran.