Generali Global Assistance Onboarding & Licensing Administrator in San Diego, California
Owns the onboarding process for new partners from start to finish. Reviews new account paperwork and verifies accuracy and consistency in the information provided. Determines what licensing and training needs the partner will require in order to start offering our plans. Guide new partners through the process of obtaining any required licenses, completing required training, and submitting their background check to the underwriter. Communicate with sales reps to advise where accounts in onboarding are in the process and coordinate with internal stakeholders to ensure that the onboarding process is a smooth process for new agents.
Principal Duties and Responsibilities:
Ensure that documentation submitted in the onboarding packet is all correct and consistent
Provide licensing guidance and instructions to new agents
Guides agents through the process of submitting their background check to the underwriter and works with Generali to get applicable licenses appointed
Create producer profiles, and reconcile data between CRM, WF, IRIS, TIPS, and other proprietary systems
Coordinate producer commission data with internal stakeholders
Performs other duties as assigned by management
Required / Desired Knowledge, Experiences and Skills:
A minimum of 2 years of data entry and/or administrative experience
A minimum of 1 year of experience in an insurance or regulated industry
Prior licensing experience preferred
Prior customer service experience preferred
Exceptional accuracy in written communication required
Attentive listening, verbal communication skills and exceptional client handling
PC Proficiency: Microsoft Office (Word and Excel)
Excellent organizational, clerical and data entry skills
Ability to multi-task, prioritize and work independently in a fast-paced environment
- High School Diploma or Equivalent (GED)
Physical Working Environment:
While performing the duties of this job, the employee is required to stand; walk; sit for long periods of time; use of hands to grasp, handle, or feel; reach with hands and arms; finger dexterity; talk; hear. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
The above statements are intended to describe the general nature of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of employees so classified.
Generali Global Assistance is an Equal Opportunity Employer M/F/Disability/Veteran