Producer Contracting Representative

Nassau Financial Group•Town of East Greenbush, NY

5d•$50,000 - $55,000•Onsite

About The Position

Responsible for supporting producer onboarding, contracting, licensing, appointment, hierarchy, and compensation-related maintenance for Nassau’s distribution relationships. The role reviews and processes producer contracting requests, research licensing and appointment requirements, maintains accurate producer records across internal systems, and supports compliance with company policies, regulatory requirements, and distribution procedures. This position works closely with internal partners, distribution firms, and producers to resolve contracting issues, support pending business needs, and maintain the integrity of producer data.

Requirements

Knowledge of producer contracting, licensing, appointments, and distribution administration processes.
Understanding of state regulations and company standards related to producer licensing, contracting, appointments, and compensation.
Ability to research and interpret producer licensing, appointment, regulatory, and background disclosure information.
Strong attention to detail and commitment to data accuracy.
Effective problem-solving skills with the ability to research issues using appropriate systems, references, and resources.
Ability to prioritize work, manage multiple queues or requests, and meet critical processing deadlines.
Strong written and verbal communication skills for interacting with producers, distribution partners, and internal business areas.
Ability to work independently while following team standards, procedures, and service expectations.
Ability to identify inconsistencies, escalate concerns, and support resolution of complex contracting or appointment issues.
Proficiency with Microsoft applications and the ability to learn and use internal producer, licensing, appointment, and compensation systems.
Ability to support change, process improvements, and department initiatives.
Sound judgment and professionalism when handling confidential producer, firm, and regulatory information.

Responsibilities

Process producer contracting, onboarding, appointment, termination, renewal, and maintenance requests across Nassau’s distribution channels.
Review incoming contracting work requests and determine the appropriate action based on company procedures, regulatory requirements, and producer hierarchy guidelines.
Research producer licensing, appointment, background disclosure, and regulatory information using available systems and external resources.
Maintain accurate producer, firm, hierarchy, appointment, and compensation-related information in applicable internal systems.
Support just-in-time appointment reviews, producer disclosure follow-up, and resolution of outstanding contracting requirements.
Review and process producer adds, terminations, hierarchy changes, contract updates, appointment changes, and routine compensation or payroll-related inquiries.
Partner with Compensation, New Business, Distribution, Compliance, and other internal teams to resolve issues that may impact producer setup, pending business, or commission routing.
Understand and apply state appointment rules, producer licensing requirements, selling agreement standards, and company contracting procedures.
Support quality control efforts to ensure producer records, appointments, and compensation setup are accurate and consistent with company standards.
Respond to internal and external inquiries in a timely, professional, and accurate manner.
Assist with audits, regulatory examinations, reporting requests, and research related to producer contracting and appointment activity.
Participate in departmental projects, process improvements, and procedure updates impacting producer contracting and distribution administration.
Maintain appropriate attendance and support team workflow coverage.
Perform other duties as assigned.