Agency Coordinator - The Jacobson Group

Job Description:
Our client is a life and annuity company experiencing growth. They are seeking an Agency Coordinator to provide office management and administrative support for their Assistant Vice President (AVP) of Agency. This position is hybrid in Illinois.

Responsibilities:

• Provide office management and administrative support primarily for the AVP of Agency.
• Schedule and maintain appointments and meetings, including recurring meetings, webinars, presentations and regular meetings.
• Coordinate completion and submission of meeting materials, reports and presentations to ensure distribution sufficiently in advance of meetings.
• Take minutes for all meetings led by the AVP of Agency.
• Follow-up with participants after meetings to ensure tasks assigned during the meetings are completed in a timely manner.
• Assist with contract and letter drafting and revisions.
• Assist with drafting and finalizing enterprise standard operating policies and procedures.
• Manage debt collection for the agency department.
• Support AVP of Agency and Vice President of Business Development by providing termination reports and sending out termination letters.
• Support AVP of Agency by developing and sending contract addendums as they occur.
• Draft requirements for external communications to the agents and coordinate with marketing.
• Review and streamline office processes for optimum efficiency, including maintaining electronic files and records.
• Assist with the coordination and management of agency department files and records in accordance with established tools and resources, such as Diligent, SharePoint and DocuWare.  
• Establish and maintain systems for tracking and remaining current with complaint activities, contract approval, litigation, regulatory filings, regulatory inquiries and responses. 
• Manage reports for bonus programs and ensure agents are properly compensated.
• Coordinate with legal and compliance to operationalize new and existing regulatory requirements in the agency department.
• Conduct audits of agent records to ensure proper contracting paperwork and agent setups were done correctly.

Requirements:

• Bachelor’s degree
• 5+ years of experience in life insurance
• Advanced Excel, Power Automate and Power BI skills
• Excellent verbal and written communication skills
• Superior organizational skills and attention to detail
• Familiar with research tools such as Lexis-Nexis
• Demonstrated experience with legal document drafting
• Ability to coordinate and plan events

• Competitive pay
• Company contributions towards employee and dependent health, dental and life insurance plans
• Paid vacation and sick pay
• 401K contribution
• Tuition assistance
• Remote work opportunities
• 37-hour work week