Manager, Producer Contracts & Appointments

8AK American Hallmark General Agency; Texas; On-site; USD 70,000 - 95,000; Full time

Job summary

Hallmark Financial Services is seeking a Producer Contracting & Appointment Manager to supervise Agency Admin staff and personally handle agency contracting, appointments, onboarding, and ongoing maintenance for Hallmark’s Personal and Commercial Lines units. The role focuses on developing efficient workflows and partnering with business unit leaders to resolve appointment issues.

The position requires supervisory experience, strong communication skills, and familiarity with P&C insurance

Qualifications

• Bachelor's degree or 2-4 years related experience and/or training; or equivalent combination of education and experience.
• Prior supervisory or management experience required.
• P&C Insurance industry experience preferred.
• Excellent oral, written, and interpersonal communication skills.

Responsibilities

• Supervises Agency Admin staff and personally handles contracting, appointments, merger and buyout processing, and agency partner support.
• Coaches, develops, and leads the team to meet service and processing goals.
• Oversees onboarding applications, including background checks and license verification, and updates systems accordingly.
• Manages renewals and updates to E&O insurance information; processes terminations and suspensions as needed.
• Collaborates with Sales leadership to coordinate onboarding priorities and resolve processing barriers for timely appointments.
• Performs quality audits and suggests system or process improvements for accuracy and efficiency.
• Supports compliance reporting and assists the department head with projects.

Skills

Leadership

Communication

Analytical skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Salesforce

Job description

Job Description: The Producer Contracting & Appointment Manager supervises Agency Administrative Support personnel and personally performs agency contracting, appointments, onboarding, and ongoing agency maintenance for Hallmark’s Personal and Commercial Lines business units. The manager develops and maintains procedures to support efficient departmental workflows and achievement of short- and long-term objectives, and partners with business unit leaders to resolve agency appointment and contracting issues.

Job Duties

Supervises Agency Admin staff and personally performs agency contracting, appointments, merger and buyout processing, and ongoing agency partner support. Responsible for coaching, developing, and leading team to meet timely service and processing goals. Oversees and/or personally processes producer onboarding applications, including required background checks and license verification, and enters producer information into agency systems, policy systems, and producer portals. Oversees and personally handles renewals and updates to agency errors and omissions (E&O) insurance information; processes agency terminations and suspensions as needed. Works directly with business unit leaders to address agency appointment issues. Collaborates with Sales leadership to coordinate agency onboarding priorities, communicate contracting and appointment requirements, and resolve processing barriers to support timely agency appointments. Performs quality audits. Identifies systems or processing enhancements to increase accuracy and efficiency. May prepare and submit periodic compliance reports for internal licensed staff. Assists the department head with projects as needed. Independence: Decisions of moderate to high complexity should be made independently and within company guidelines. The individual performing this job should be confident in his/her decision‑making abilities and have a general understanding of when issues should be brought to Leadership or Human Resources.

Supervision

Supervises 2-4 direct reports, including Agency Administrative Support personnel. Carry out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Education, Experience, Knowledge and Skills

Bachelor’s degree from a four-year college or university; or 2-4 years related experience and/or training; or equivalent combination of education and experience. Prior supervisory or management experience required. P&C Insurance industry experience preferred. Excellent oral, written, and interpersonal communication skills. Must be dedicated to quality, highly organized, and efficient. Ability to collaborate with others and establish strong working relationships throughout the organization. Strong critical thinking and analytical skills. Working knowledge of Microsoft Office applications (Word, Excel, Outlook, PowerPoint). Working knowledge of Salesforce preferred.

Hallmark Financial Services is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.