Manager, Producer Contracts & Appointments

Hallmark Financial Services•Dallas, TX

About The Position

The Producer Contracting & Appointment Manager supervises Agency Administrative Support personnel and personally performs agency contracting, appointments, onboarding, and ongoing agency maintenance for Hallmark’s Personal and Commercial Lines business units. The manager develops and maintains procedures to support efficient departmental workflows and short- and long-term objectives, and partners with business unit leaders to resolve agency appointment and contracting issues. The position supervises 2–4 direct reports and carries out supervisory responsibilities in accordance with company policies and applicable laws. Decisions of moderate to high complexity are made independently within company guidelines, with issues escalated to Leadership or Human Resources when appropriate.

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.
  • Dedication 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 preferred.
  • Working knowledge of Salesforce preferred.

Responsibilities

  • Supervise, coach, develop, and lead Agency Administrative Support staff to meet timely service and processing goals.
  • Perform agency contracting, appointments, merger and buyout processing, and ongoing agency partner support.
  • Oversee or personally process producer onboarding applications, including required background checks and license verification.
  • Enter producer information into agency systems, policy systems, and producer portals.
  • Handle renewals and updates to agency errors and omissions (E&O) insurance information; 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.
  • May prepare and submit periodic compliance reports for internal licensed staff.
  • Assist the department head with projects as needed.
  • Interview, hire, and train employees; plan, assign, and direct work; appraise performance; reward and discipline employees; address complaints; and resolve problems.
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