Appointment Manager
Current10+ years of experience working in the Licensing and appointment space with extensive knowledge of systems like NIPR, Vertafore, and RegEd. Currently integrating just-in-time appointments with NIPR to automatically appoint Independent Agencies and Agents when they bind their first policy with the Company. Extensive expertise in the operations of Independent Agencies and Agents, Wholesaler Partners, Wholesaler Agents, Internal Agents, Company Licensing, and Partnership groups, including a thorough understanding of their functioning and the necessary procedures to ensure compliance with the Department of Insurance (DOI).Proficient in constructing comprehensive reports, overseeing licensing budgets, analyzing renewal costs, executing internal audits to ensure adherence to regulatory requirements, leveraging industry best practices within the insurance sector, and prioritizing continuous improvement while maintaining a cost-conscious approach.Developed a comprehensive reporting system to centralize all incoming DocuSign documents, enabling task completion tracking and efficient assignment of additional tasks to the team. Led a team of 4 individuals to successfully handle over 20,000 emails in 2023.Conducted market research to identify fraudulent agents and/or agencies, ensuring compliance with federal and state regulatory agencies, including oversight of DOI regulations.Currently leading the integration of just-in-time appointments with NIPR to streamline the automatic appointment of independent agencies and agents upon binding their first policy with the company. Designed reports to conduct audits and ensure compliance with regulatory requirements.Designed and implemented processing requirements for internal agents, overseeing appointments, affiliations, and terminations with NIPR.
