• Evaluate, process, and submit documentation required for agent appointments with various carriers. • Assist agents in establishing their profiles within SureLC, the online contracting platform used by the company. • Liaise with carrier representatives to track the status of contracting applications and identify any outstanding requirements. • Inform agents about any expired documents, missing information, or additional details needed by specific carriers. • Gather accurate and timely information from agents to meet carrier requirements. • Respond to inquiries related to licensing and contracting from LS staff and agents. • Record all important actions in the Agency Integrator and SureLC accounts for agents and firms. • Ensure that data is up-to-date in relevant systems, including maintaining agent codes for different carriers. • Guide agents to the correct resources for engaging with state insurance departments. • Oversee the administration of the SureLC system, ensuring all necessary carriers, forms, and data hierarchies are accurately maintained. • Set clear expectations with agents and internal staff regarding timelines for completing the contracting process. • Utilize a web-based document management system to efficiently organize and transmit necessary documents.

• This is a remote position. • Make Good Things Happen for Other People • Follow our proven sales process to offer our existing and prospective bilingual customers the best individualized policy options from the insurance carriers IIG represents • Prospecting Calls, Qualify leads, Present Quotes, Close and Follow-up • Keep accurate information for all prospects and customers within the CRM database, adhering to company quality and compliance standards • Building relationships with clients and actively capitalizing on Referral Lead cultivation, to obtain new prospects • Follow up on quotations with customers which have been initiated online and converting these into sales over the telephone • Email management and follow-up with calls/ emails for the missing information and documentation • Use insurance carrier’s platform & technology timely and accurately

• Work with intermediate payer denials and understand reimbursement methodologies • Identify denial trends and possible solutions • Assist other caregivers with level one follow-up tasks • Resolve denials by researching, appealing, correcting and rebilling claims • Coordinate with Cash Management to obtain and post payments • Maintain accurate records in the EHR and provide documentation • Collaborate with internal and external stakeholders to resolve issues

• You will be responsible for prospecting new customers for home, auto, and other personal line products • Meeting with referral contacts to generate new business in our illustrious dealership • Assess client’s unique situations and recommend insurance plans that provide optimal protection • Leverage proven approach to ensure clients get the right coverage and experience exceptional service throughout the process • Actively connect with current and potential clients, fostering trust and loyalty through clear communication and follow-up • Collaborate with colleagues to deliver a seamless experience for everyone • Proactively seek out new opportunities through phone outreach, networking and other lead generation strategies