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Agent/Agency Appointment Regulatory Specialist

Fortegra Financial
Jacksonville, United Statesfull_timeVerifiedPosted 24 Feb 2023

About the role

Company Description

Fortegra Corporation, an insurance services company, provides insurance-related products and distribution and administration services in the United States. The company was formerly known as Life of the South Corporation and changed its name to Fortegra Corporation in 2008. Fortegra Corporation was incorporated in 1981 and is based in Jacksonville, Florida.

Job Description

Primarily responsible for the preparing, reviewing and processing entity licensing applications and annual company renewals as well as assisting with other compliance projects.

  • Prepares and files new entity appointment and  licensing applications with regulatory agencies and handles inquiries and annual renewals
  • Tracks agent appointments for new and renewal deadlines
  • Invoices agents or accounts for reimbursement of license fees.
  • Maintains license information and codes correctly into computer system.
  • Assists with other Compliance projects such as document production for regulatory agencies, responses to complaints and other matters.
  • Maintains license pending files and reviews/works weekly.
  • Maintains and files all necessary correspondence related to the regulatory function.
  • Evaluates work for effectiveness/efficiency and recommends changes to Manager when appropriate.
  • Other duties as assigned

 

The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job.  They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

Qualifications

  • 1-3 years’ experience in insurance company agent and agency appointment &/or corporate entity appointment.
  • High School diploma or equivalent work experience 
  • Agency experience acceptable
  • SIRCON Experience helpful
  • NIPR and IPORTAL experience preferred
  • Agency Licensing a +
  • Requires some knowledge of a specialized function or skills
  • Developing real trade craft and skills

Additional Information

Full benefit package including medical, dental, life, company paid short/long term disability, 401(k), tuition assistance and more.

Find us on Facebook at facebook.com/Fortegra

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Company

Fortegra Financial

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