Agency Representative

We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs.

We see every day as a new opportunity to measure ourselves against the best - and then we don't stop until we've set the bar even higher.

We're ready to help you achieve more.

Purpose :

The Agency Representative role is responsible for providing the services necessary to support the recruiting, licensing, contracting and termination of producers, organizations, and brokers of Athene's multiple and diverse distribution systems.

The challenge of this position is to build contracts to support specified commission structures, and to ensure licensing and contracting in compliance with the state statutes, laws and guidelines.

Accountabilities :

• Processes contracting applications by reviewing contract forms to ensure they are complete, they are in compliance with State Insurance Departments, and to determine the compensation structure requested by the requesting party.
• Conducts a moderate to complex review to determine if there are outstanding requirements based on established guidelines.

Builds the contract on the appropriate systems and subsystems to support the desired commission structure.

• Performs state due diligence prior to contracting producers. Completes a confidential background check by ordering and reviewing the appropriate financial documents(Credit report, criminal report, vector report and NAIC state producer database reports) as required by Athene and the respective State Insurance departments.
• Determine if a producer or organization meets established company guidelines for approval. Approves or recommends declining the producer based on information in the matrix.
• Works with Producer Review area to review recommendations to decline producers and to receive final approval to decline a producer.
• Completes producer contracting and appointments in a date sensitive manner to ensure compliance in the acceptance and processing of new business submitted by a producer.
• Interacts with State Insurance departments regarding licensing, appointments, and terminations to ensure compliance with all state guidelines and statutes.

May assist with the processing of state appointment renewals.

• Maintain producer contracts by processing moderate to complete contract changes, reinstatements, transfers, and terminations.
• Corresponds with external customers via email or outbound calls to resolve good order requirements.

Qualifications and Experience :

1+ years of customer service experience required and one year of processing experience preferred.

This position requires strong attention to detail skills and efficient / effective use of processing systems and PC systems / software.

This incumbent must have the ability to understand questions and interpret requests.

Must possess strong written and verbal communication and interpersonal skills.

Must have the ability to prioritize multiple responsibilities and work in a high pressure, time intensive, customer service work environment

Continuing education (LOMA, Classes, Seminars) preferred.

Bachelor's degree preferred, but not required.

Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene .

Athene is a Military Friendly Employer! Learn more about how we support our Veterans .

Athene celebrates diversity, is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.

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