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Role Description

The Credentialing Specialist manages the administrative and relationship-building aspects of an insurance agency's relationship with its insurance carriers. Key responsibilities include:

• Agent appointment and onboarding: Process the applications and paperwork to get insurance agents appointed with specific carriers, ensuring they are authorized to sell the carrier's products.
• Relationship management: Act as a primary point of contact for carrier representatives and internal agents regarding carrier access, systems, and policies.
• System and product support: Help agents with system logins, explain product features, and manage the transfer of policies between carriers.
• Process and project management: Coordinate with other departments, such as the product team, on carrier rollouts and help determine appointment structures and project plans.
• Compliance and administration: Ensure all carrier appointments comply with state regulations and assist with tasks like background checks and licensing support.

Qualifications

• 3+ years of experience in insurance operations, preferably in carrier management.
• Strong understanding of carrier processes and insurance systems.
• Excellent project management and organizational skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proficiency in Excel, AMS systems (e.g., Epic, AMS360), and CRM tools.

Requirements

• Strong organizational skills are essential for managing a large volume of appointments, paperwork, and follow-ups.
• Excellent verbal and written communication is necessary to interact with carrier representatives and agents.
• Must be comfortable with using scheduling software, CRM programs, and the online platforms provided by carriers for managing policies.
• Ability to handle conflicts, answer inquiries, and troubleshoot issues that arise with carrier appointments or systems.
• A basic understanding of insurance products and the carrier appointment process is often required.

Benefits

• Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts.
• 401(k) retirement plan.
• Flexible Paid Time Off and paid parental leave.
• Life and Disability insurance.