03/24/2022
Position Description:
Conduct monthly random file audits for Sales/Implementation/Service to determine that each sampling has performed according to state, carrier and agency documentation/process requirements; and produce monthly reporting to reflect results
Deliver File review (Quality) results during monthly review meetings
Discuss trends and observations.
Provide required steps to bring issues into compliance.
Resolve appeals, drive improved process, quality, and best practices
Monitor licenses of all associates who are required to maintain an insurance license, including management of monthly license audit and all other associated license reporting
Manage all agency and producer appointments and terminations with carrier partners
Maintain, deliver, and monitor mandatory internal compliance trainings to all new Insurance associates
Monitor that all agency related training requirements are met, and produce monthly reporting on associates out of compliance...
ADP
71 Hanover Rd, Florham Park, NJ 07932, USA