Carrier Agreement/Appointment Administrator
Towers Watson
The Role
Review non-disclosure agreements using WTW guidelines Processes Carrier Contracts/Agreements received from WNA offices to Contract Review for Approval Completes Business Entity and Individual Producer Initial Carrier Appointment requests Processes Carrier Appointments requested from WNA offices, Licensing Administrators, and Carrier partners Completes Business Entity and Individual Producer Initial Carrier Appointment requests Completes Renewal Carrier Appointment requests Processes Carriers’ requests for information, updates, and confirmations concerning licensees Manages requests for additional supporting documents such as license copies, W9, and EFTs Performs follow up with WNA offices, carriers, and contract review on status of requests & paperwork Maintains databases and systemsThe Requirements
Must work together well in a team environment Must be able to meet deadlines and prioritiesMust be able to interact with different levels of individuals, both internal and externalFollow Standard Operating ProceduresParticipate in special projects as needed
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