Agency Compliance Analyst
Berkley
- High Point, NC
- Permanent
- Full-time
- Responsible for independently performing agency/producer requests, researching agency inquiries and communicating with both internal/external customers
- Manage onboarding process of new agencies, new producers, and any renewal requirements as identified, including the agency contract issuance process
- Review/research any state changes related to the appointment/termination process and identify potential impacts to the process and/or resources (advanced knowledge of the tools); may interact with the vendor
- Monitors state invoices for renewal appointments, submits payments adhering to the state due dates & Berkley requirements, and completes calculation process for allocations.
- Assist with company appointments for approved producers utilizing state specific requirements through the applicable systems and maintaining all proper documentation per requirements
- Communication to agency confirming actions via telephone, written and/or electronic communication and responding to agency inquiries
- Prepare and maintain all proper documentation according to state requirements and company procedures
- Complete all required data input to data sources as identified and confirm validation with both interfaces and vendor database
- Annual maintenance and follow up of required agency documentation, i.e., agency profiles, proof of E & O, licenses, etc.
- Adherence to state requirements, accurate processing of requests, and timeliness of responses per guidelines
- Some travel is required throughout the year to attend team meetings, and meet with internal customers for special project work
- Other duties as assigned Qualifications:
- Minimum 1-3 years insurance-related experience.
- Prior legal or regulatory compliance experience preferred.
- Ability to effectively prioritize and manage multiple assignments/projects independently.
- Must be able to proficiently use Microsoft suite of products: Word; Excel; Outlook; Teams.
- Knowledge of Compliance research tools, Vertafore products or similar producer services required.
- Must have good organization skills and a strong attention to detail.
- Must have strong analytical skills.
- Communicate effectively with all levels of the organization and external customers.
- Willingness to learn, show flexibility in work environment, and maintain professionalism.
- Consistently demonstrate commitment to company values and guiding principles.
- Associates Degree preferred.
- High school diploma or general education degree (GED) is required.