LicENSING Coordinator at Pronto Insurance

Pronto Insurance is one of the fastest-growing general agencies in South Texas and is now a member of Insurvia, which operates a portfolio of insurance brands that serve diverse communities across the U.S., combining local expertise with national scale. Our Pronto Insurance agency was founded in 1997, and the managing general agency operations commenced in 2005. Pronto has emerged in the insurance market through its captive agencies, independent agents, and franchise locations. Today, Pronto has over 160 captive locations in Texas and has recently expanded into the California and Florida markets. Our vision is to become the industry leader by making Pronto Insurance products a reality for all.

JOB DESCRIPTION: LICENSING COORDINATOR

JOB DETAILS

• Employment Status: Permanent/ Full Time

• Starting Pay: Competitive pay commensurate with experience and qualifications.

• Reports to: Project Management Office

JOB DUTIES & RESPONSIBILITIES

Compliance & Record Keeping

• Coordinates all aspects of licensing for sales producers.

• Reviews state license applications to ensure compliance.

• Track license renewal for sales producers.

• Track Errors & Omissions (E&O) policies for Franchises to ensure binding authority.

• Maintains records for reporting license information to carriers.

Agent Support & Communication

• Communicate critical policy documents to our customers and agents.

• Fulfill incoming agent requests managed through e-mail or chat.

• Effectively communicate with Sales & Support Staff, Underwriting Auditor, Claims Department, and Operations Department.

Reporting & Data Management

• Produce reports based on licensing statistics.

• Create and maintain spreadsheets to manage licensing data (e.g., using Google Sheets/Microsoft Excel).

Key Duties: Captive and Independent Agents Licensing

• Receive New IA Appointment Packets.

• Complete Agency Appointment Packets for Sales to Review.

• Appointment and Termination of IAs.

• Update the IA list and maintain the UW IA drive.

• Create Pulse Account.

• Create logins.

• Licensing Updates.

• E&O Updates.

• Bank Information Approval.

• NSF suspension.

• Change of Ownership.

• Bi-weekly, send all appointments and terminations to all carriers (Captive, FR, CA, and IAs).

• Review commissions with accounting (incentive report).

• MGA communication to IAs.

EDUCATION & EXPERIENCE

• 1+ years of experience in the insurance industry, specifically with producer licensing, appointments, and terminations (preferred).

• 1 year of Customer Service experience.

• 1 year within a Call Center environment (preferred).

• Knowledge of state insurance regulatory requirements and procedures (e.g., Texas, California, Florida).

• Proficiency with licensing databases (e.g., NIPR) and Customer Relationship Management (CRM) or Agency Management Systems.

• Excellent communication skills, both oral and written, utilizing a professional vocabulary.

• Planning and Organizational Skills.

• Very strong problem-solving, data gathering, and organizational skills; be detail-oriented, flexible to handle multiple and competing priorities.

• Associate's or Bachelor's degree (preferred).