Carrier Admin Specialist II

Confie•Addison, TX

12d•$22 - $24•Hybrid

About The Position

Responsible for managing more complex carrier administration tasks, including coordinating with M&A teams, sales leadership, and insurance carriers to facilitate the timely and accurate onboarding of newly acquired agencies, changes in ownership, and carrier-related updates. This role involves leading special projects, managing carrier data, and ensuring operational efficiency in the carrier administration process

Requirements

2 - 5 years of experience in insurance agency or carrier operations
Demonstrated ability to manage complex processes and multiple stakeholders
Strong organizational, time management, and analytical skills
High level of accuracy and attention to detail
Strong communication skills and professional presence in meetings
Proficiency with Microsoft Office Suite and internal database systems

Responsibilities

Manage and coordinate carrier documentation and updates for agency acquisitions and ownership changes
Collaborate with M&A teams, sales leadership, and carriers to ensure proper documentation is submitted and processed
Track progress of requests and changes, proactively communicating updates to internal stakeholders
Complete carrier documents accurately and request necessary signatures from agency principals or executive leadership
Maintain and update records of producer codes, commission schedules, and appointment details
Ensure all documentation is stored in the company's document retention system
Attend meetings with sales, operations, and other departments to align on upcoming acquisitions or carrier requirements
Process and track requests for adding new carriers, working closely with sales leadership to gather needed information
Escalate issues to leadership when appropriate and propose solutions
Participate in special projects and contribute to continuous process improvement initiatives