Processes and monitors insurance agent appointments, terminations, licensing updates, and demographic changes. Maintains accurate records across internal systems and government portals, verifies licensing criteria, supports commission-related setup, protects sensitive information, and responds to agents, departments, regulators, and vendors. The role requires careful data entry, strong organization, confidentiality, timely issue escalation, and professional communication by phone and email.

Provides bilingual English-Spanish customer service to insurance policyholders and agents. Responsibilities include answering calls and emails, resolving policy questions and complaints, processing account changes, organizing documents in OnBase, preparing correspondence, monitoring activity for issues or fraud, and completing departmental projects. The role requires accurate communication, confidentiality, problem-solving, multitasking, and knowledge of insurance policies and procedures.