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Onboarding & Territory Coordinator

Company: Horace Mann
Location: Springfield
Posted on: January 15, 2022

Job Description:

Description:The Onboarding Coordinator is responsible for a wide range of day-to-day onboarding operations for our multi-line, multi-channel distribution organization. The Onboarding coordinator is dedicated to the coordination and execution of the onboarding processes for all new field agents and their staff. Working closely with field sales leadership, recruiting, and the licensing teams to prepare new agents to begin selling.The role will manage onboarding activities that help an agent candidate get from "selection" to "ready to sell". Working closely with new agent candidates to provide a smooth onboarding experience. This position plays a key role in ensuring adherence with all new agent appointment requirements.Responsibilities:

  • Receive and process onboarding paperwork required for newly appointed agents and staff.
  • Tracking of candidate progress through the onboarding requirements.
  • Preparing reporting and communications to keep key constituents updated on the candidate progress and status.
  • Analyze completed paperwork for accuracy and initiate follow up communications with field leadership as needed.
  • Coordinates follow up communication (written and verbal) with field leadership and agent candidates to obtain necessary clarification and/or documentation to support information required to the onboarding and appointment processes
  • Maintain all documentation, adherence to the document retention policies
  • Interact on a regular basis with the Broker Dealer leadership and internal leadership
  • Review and process agent sales location changes, working in conjunction with marketing administration resources; initiate agreement exhibit paperwork and track for return of approvals. Administer changes once approved.
  • Utilize mapping software to create territory maps plotting additional information (sales location, assigned buildings, and policies in force) for onboarding processes and other individual requests.
  • Maintain the master school list file (database) to ensure accurate agent visibility.
  • Administration of agent agreements and contracts.
  • May assist the Field Background Administrator with background investigations, as needed. Required Competencies
      • College Degree or equivalent relevant work experience
      • Insurance operations or insurance agency operations experience
      • Knowledge of FINRA associated person rules and regulations as it relates to onboarding new producers and their staff
      • Experience handling confidential information in a discreet manner
      • Strong analytical skills with effective problem-solving skills, and attention to detail
      • Strong Communication and collaboration skills
      • Ability to learn / master required technology (multiple admin systems, platforms, mapping software)
      • Strong skills with MS Office tools#VIZI##IND1Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran statusFor applicants that are California residents, please review our California Consumer Privacy NoticeAll applicants should review our Horace Mann Privacy Policy

Keywords: Horace Mann, Springfield , Onboarding & Territory Coordinator, Other , Springfield, Illinois

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