Associate, Producer Contracting

National Life Insurance Company Limited; Addison, Montpelier (TX, VT); On-site; USD 60,000 - 90,000; Full time

Job summary

National Life Group in Addison, TX is seeking a Contracts Specialist to ensure accurate processing of contracts, amendments and appointments, compliant with state and federal licensing rules. You will deliver customer-service oriented contracting to distributors and employees while supporting growth and expense management.

The role is onsite four days per week, typically Monday through Thursday, with schedule adjustments possible by management.

Qualifications

• Experience processing contracts and amendments in a regulated environment.
• Knowledge of state licensing requirements and related regulations.
• Excellent attention to detail and risk awareness.
• Strong communication with distributors, agents, and internal teams.

Responsibilities

• Evaluate prospective agents' qualifications, including background and licensing issues.
• Coordinate with Recruiters, Marketing, GA’s, MGA’s, Office Managers and management for support or releases.
• Govern issuance of new business and commission payments until agents are licensed and contracted.
• Assess state regulatory requirements to ensure agent compliance.
• Review agents' histories to determine rehire or transfer eligibility.
• Monitor vendor reports for regulatory risk related to current agents.
• Suggest workflow improvements to increase efficiency and reduce delays.

Skills

Contract processing

Licensing compliance

Customer service

Regulatory knowledge

Job description

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

Please note that we do not offer visa sponsorship for this position.

Role Summary

This position is accountable for ensuring accurate and timely processing of contracts, amendments and appointments in compliance with state and federal licensing rules and regulations. The incumbent must provide customer service oriented contracting services to the distributors and fellow employees of National Life Group, while supporting the company’s growth and expense management initiatives.

This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Essential Duties and Responsibilities

• Evaluates prospective agents qualifications to represent the company through thorough criminal and credit background review, as well as reviewing any state licensing regulatory issues; judgment is used to determine what requirements may be needed to process negative information
• Works with Recruiters, Marketing, GA’s, MGA’s, Office Managers and management to obtain appropriate support or release letters; notifies Legal and Marketing of issues or transfers
• Governs the issuance of new business and payments of commissions until agents are legally licensed and contracted
• Evaluates and interprets state insurance regulatory requirements to ensure that all agents are in compliance
• Evaluates agent’s prior history with any of the company’s entities to determine eligibility for rehire or transfer
• Reviews vendor generated reports to determine if corporation is at risk by any regulatory actions against current agents
• Continually make adjustments for changes in workflow and demand for services; find efficiencies and recommend improvements as appropriate