Job Role/Title: Agent Termination/Collections Specialist
Location: GPM Life Insurance, San Antonio
Pay: $19.00/hour
Working Conditions: In-Office, not remote
Job Type: Full-Time (39 hours/week)
ABOUT GPM LIFE INSURANCE
GPM Life is a Northeast San Antonio based life insurance company with an emphasis on providing excellent customer service to policyholders/customers, agents, and the GPM Life team.
GPM Life offers a competitive benefits package including medical, dental, vision, group life insurance, and a 401(k) plan with a company match.
GPM Life employees work 39 hours/week Monday through Friday. (Fridays employees work 5 hours.)
ABOUT THE POSITION
The Agency Termination/Collections Specialist position is a fast-paced role requiring exceptional accuracy and attention to detail. The successful candidate will be a reliable and conscientious professional, accountable for the accuracy and quality of completed work.
- Process termination of agent contracts/appointments for Lack of Production (LOP) or other necessary reasons.
- Review monthly LOP report to confirm which agents should be terminated.
- Communicate with field leaders about the pending terminations and then execute terminations.
- Responsible for setting up agent payment arrangements and admission of debit balance information for agent collections.
- Responsible for reconciling monthly reports.
- Assist with contracting, appointments, and reinstatements for agents and IMOs to include requesting all applicable due diligence (background check) reports, appointment fees, related forms, and preparation of contracts for processing. Responsible for confirming state appointments to meet compliance regulations for all states/jurisdictions with certain requirements. Maintains various associated department logs.
CANDIDATES SHOULD HAVE
The ability to work independently and as part of a team.
Strict attention to detail in all work completed.
Strict adherence to confidentiality and privacy rules is required.
Effective communication and customer service skills.
Time management and organizational skills.
Great people skills.
Professional demeanor.
EDUCATION AND EXPERIENCE:
- High School plus some college or equivalent.
- 1-2 years Customer service experience.
- 1-2 years clerical/administrative experience.
- Experience in a life insurance environment preferred.
REQUIRED SKILLS
- Analytical & Quality Focus: Employ strong analytical skills to critically assess work, ensure compliance with standards, and proactively identify and correct errors to prevent issues.
- Meticulous Attention to Detail: Demonstrate a steadfast commitment to accuracy and thoroughness in all tasks.
- Efficient Execution: Manage time and organize tasks effectively to process a high volume of work quickly without compromising quality.
- Multitasking & Workflow Management: Expertly manage multiple priorities in line with department goals.