Financial Ops – Agency Licensing Coordinator

This is a fully remote position, open to applicants in Massachusetts, +1 more state.

📋 Description

• Oversee the onboarding process for new agencies, ensuring clarity on agency production codes, verifying licenses, managing contracts, updating internal systems, and maintaining communication throughout events.

• Keep an up-to-date understanding of licensing and appointment laws/regulations while promoting best practices to guarantee compliance.

• Work in collaboration with Hanover Sales teams on agency mergers and acquisitions, identifying solutions to facilitate a seamless transition and ensure uninterrupted business transfer.

• Clarify the intent behind requests and outline trade-offs resulting from system or compliance limitations.

• Update agency and producer information within the licensing system, SIRCON’s Producer Manager, and initiate appointments in states not supported by the vendor.

• Create and troubleshoot user access for Hanover Point of Sale for key individuals within the agency.

• Safeguard the confidentiality and privacy of personally identifiable information.

• Engage in daily correspondence with agency contacts and internal staff via email.

• Monitor the group mailbox at various intervals, assigning critical tasks to staff and addressing general inquiries regarding licensing or systems information.

• Create and maintain comprehensive agency files, including contracts, licensing documents, and historical correspondence.

• Perform additional administrative duties as assigned.

⛳️ Requirements

• An associate's degree is preferred.

• A minimum of three years of experience in P&C insurance or related training; or a comparable combination of education and experience.

• Strong attention to detail and quality standards.

• Ability to manage multiple tasks and prioritize effectively – keeping track of various tasks with differing deadlines.

• Interpersonal Skills - Focused on resolving conflicts rather than assigning blame; maintains confidentiality.

• Oral Communication - Listens actively and seeks clarification; responds effectively to inquiries.

• Written Communication - Communicates clearly and informatively; edits work for spelling and grammar; varies writing style as needed.

• Teamwork - Balances team and individual responsibilities; contributes to fostering a positive team spirit.

• Professionalism - Takes responsibility for personal actions; follows through on commitments.

• Quality - Demonstrates accuracy and thoroughness; seeks opportunities to enhance and promote quality.

• Attendance/Punctuality - Consistently shows up for work on time.

• Dependability - Follows instructions, responds to management guidance; commits to additional hours when necessary to achieve goals.

• Flexibility - Adapts easily to new, different, or changing situations, requirements, or priorities.

• Some familiarity with Personal or Commercial insurance, such as property, forms, terminology, or other related insurance experience is advantageous. Agency experience is a plus.

• Strong computer skills; expert in internet software; proficient in Microsoft Excel and Word. Familiarity with Hanover systems such as PMS Mainframe, GTAM tables, Oracle Identity Manager (“OIM”), and Point of Sale is a plus.

• Competent communication, interpersonal, and organizational skills.

🏝️ Benefits

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