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Job Summary The Licensing Coordinator establishes and maintains records related to agency/agent licenses, appointments with Departments of Insurance, agency personnel data for Westfield systems access and agency data to support payment of agency compensation. Maintains compliance with state-specific agent licensing regulations. Maintains licensing information and appointments across multiple technology systems. Serves as expert resource across the company and to agencies on agent licensing.
- Develops and maintains working knowledge of and establishes and maintains files as they relate to agent and agency licenses, appointments, renewals, and terminations, and conforming to state regulations. Develops and maintains working knowledge of state licensing laws and procedures aiding company compliance.
- Establishes and maintains records related to agency/agent licenses, appointments with Departments of Insurance.
- Establishes and maintains records related to agency personnel for Westfield system access and functionality.
- Communicates with agency, company, and state Department of Insurance personnel regarding all aspects of agent licensing and related inquiries (e.g. checking state Department of Insurance websites for appointments/terminations, renewals, forms, and discussions with agents/agencies about appointment requirements, both resident and non-resident).
- Responsible for the payment of applicable state licensing fees, such as appointments and renewals, and billing non-resident agents for appointments and renewals. Verifies accuracy of all billing received from each state's Department of Insurance and other vendors used in performing duties. Authorizes and sends payment according to company policy, up to amount authorized by company.
- Maintains agent licensing database in company's automated system including ensuring accurate and specific data in relation to individual agencies. Data includes, but is not limited to, agency segmentation, agency compensation payment selections, company production records, and BI reporting.
- Establishes and maintains resident agent/agency appointments with the company. This includes entering all relevant data into the Company's database, filing appointment forms for each state, ordering criminal background checks as needed for prospective appointments and all new agent appointments, adjudicates or refers to appropriate Distribution leader, and sends appropriate letters in compliance with all federal and state laws.
- Collaborates with Distribution Management leadership, Distribution Relationship Managers, Contract Specialists, Compensation team, and/or the agent to obtain correct and complete information to accurately complete applications, send approval notices to agents, and submit terminations to each state and its agents.
- 1+ years of property and casualty insurance experience
- High School Diploma or General Education Diploma (GED) and/or commensurate experience.
Location Hybrid defined as three or more days per week in the office.
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Nimble Learning
- Contract Compliance
- Data Analysis
- Contract Management
- Contract Planning
- Documentation
- Legal Research
- Contract Modification
- Stakeholder Management
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd's of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4 billion and more than $10 billion in assets.
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Ohio Farmers Insurance Company
May 29, 2025