About the Company

About the Job

Oversee all subsidiarity unit functions (Companies include: Direct Marketing, First Command, ESD, UA, LNL, Globe, Globe Life of NY and Family Heritage)
Ensure the appointment Automation system runs as expected, work with IT as problems arise
Ensure that all post activation processes are completed accurately and timely
Maintain the department time via Kronos as a backup to the Manager
Complete annual staff reviews
Oversee maintenance of various system error correcting process’, including but not limited to, NIPR, IBR and Vertafore errors in Appointment Automation and/or CELS
Oversee “Agency Office” functions such as Opening, Closing, Transfers, Promotions, Demotions, Reinstatements and Terminations
Oversee and or process Upper Management reporting and ensure its accuracy
Work closely with Manager and Upper Management as necessary to ensure additional requests are handled timely and accurately
Work closely with company Directors and Recruiters to reach timely resolution of escalated problems
Contact person minor system problems and individual to contact IT customer support when problems cannot be resolved at a local level
Project leader and contact person for IT unit testing and new (CELS) or Agent Appointment Automation functions implementation
Evaluate daily work flow and coordinate with manager and coordinators to evenly distribute in heavy work periods
Suggest enhancement to current licensing system – If programming required, write up DPR and cost savings for approvals and processing
Assist with state audit process by pulling queries, auditing results and making corrections where needed
Thorough use of technology. Use and involved with the training of business applications to enhance department productivity and efficiency
Communicate information on a timely basis
Extreme detail work, accuracy is a must. Work/keyed data affect several departments in the company especially the sales-marketing efforts and the agents that write/sell our business

Primary Duties & Responsibilities:

Daily Routine:

Responsible for the coordination of the activities of staff
Determine department readiness and meet objectives and assignments through data processing systems
Phone calls/email – answer questions and resolve problems – suggest alternatives
Resolve problems/answer questions from department employees regarding various system problems
Ensure employees in coordinators charge are properly trained, aware of company/department policies and procedures
Develop methods to ensure the timeliness and efficiency of the work flow and assigned tasks
Communicate to Department Management with a sense of urgency any problems with their staff, work flow, other departments, other company staff, emergency or unsafe situations, and company equipment
Work with Department Management to develop training guidelines, material, methods and classes
Point of contact for Sales, Executives, Recruiters, Directors, Agency Owners, General Agents, and Agents which do not require the involvement of Department Management

Periodic Routine:

Involvement in coordinating stages in Appointment Automation testing.
Liaison activities with Sales and Upper Management
Correspondence and telephone communication with agents and state insurance departments
Process the Monthly Blackout Release function

Occasional Duties:

Staff Reviews
Involvement in state audits
Create or complete reports as needed
Create or update procedures as needed

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