Manager, Producer Contracts & Appointments

Hallmark Financial Services Inc.•Dallas, TX

About The Position

The Producer Contracting & Appointment Manager supervises Agency Administrative Support personnel and personally handles contracting, appointments, onboarding, and ongoing agency maintenance for Hallmark’s Personal and Commercial Lines business units. The manager develops and maintains procedures that support efficient workflows and the achievement of short- and long-term objectives, and works with business unit leaders to resolve agency appointment and contracting issues. The role supervises 2–4 direct reports. It includes standard supervisory duties such as interviewing, hiring, training, assigning and directing work, evaluating performance, recognizing and disciplining employees, and resolving complaints and problems. The manager independently makes moderately to highly complex decisions within company guidelines and understands when to escalate matters to Leadership or Human Resources.

Requirements

  • Bachelor’s degree from a four-year college or university, or 2–4 years of related experience and/or training, or an equivalent combination of education and experience.
  • Prior supervisory or management experience required.
  • Excellent oral, written, and interpersonal communication skills.
  • Dedicated to quality, highly organized, and efficient.
  • Ability to collaborate with others and establish strong working relationships throughout the organization.
  • Strong critical-thinking and analytical skills.
  • Working knowledge of Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint.

Nice To Haves

  • P&C insurance industry experience.
  • Working knowledge of Salesforce.

Responsibilities

  • Supervise Agency Administrative Support staff and personally perform agency contracting, appointments, merger and buyout processing, and ongoing agency partner support.
  • Coach, develop, and lead the team to meet timely service and processing goals.
  • Oversee or personally process producer onboarding applications, including background checks and license verification, and enter producer information into agency, policy, and producer portal systems.
  • Oversee or personally handle renewals and updates to agency errors and omissions (E&O) insurance information, and process agency terminations and suspensions as needed.
  • Work with business unit leaders to address agency appointment issues.
  • Collaborate with Sales leadership to coordinate agency onboarding priorities, communicate contracting and appointment requirements, and resolve processing barriers.
  • Perform quality audits.
  • Identify systems or processing enhancements to increase accuracy and efficiency.
  • Prepare and submit periodic compliance reports for internal licensed staff as needed.
  • Assist the department head with projects as needed.
  • Interview, hire, train, assign and direct work, appraise performance, reward and discipline employees, and address complaints and resolve problems in accordance with organizational policies and applicable laws.
  • Develop and maintain procedures that support efficient departmental workflows and short- and long-term objectives.
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