Licensing and Contracting Forms Analyst

Description

Are you an insurance licensing and contracting professional who enjoys solving complex problems, working with technology, and making a direct impact on customer success? Join our growing team as a Licensing & Contracting Forms Analyst, where you'll play a key role in maintaining and enhancing the forms and data infrastructure that powers one of the insurance industry's leading SaaS solutions.

In this position, you'll combine your insurance expertise, analytical mindset, and technical aptitude to manage a large library of licensing and contracting forms, configure data-mapping logic, and support customers and internal teams. If you're detail-oriented, thrive in a fast-paced environment, and enjoy both technical and client-facing work, we'd love to hear from you.

Responsibilities

● Manage large library of PDF forms and associated business rules with exceptional attention to detail. 

● Program data mapping logic into the forms catalog to apply the appropriate data to the correct forms based on complex rules using XSL/XML code language. 

● Act as Tier One Support contact for form and data-mapping related updates/issues/questions. 

● Effectively manage large amounts of incoming form and data-mapping related support and update requests. 

● Resolves form and data-mapping problems by clarifying the customer’s need, determining the cause of the problem, selecting and calmly explaining the best solution to solve the problem, and expediting correction or adjustment. 

● Troubleshoot and calmly work with end users via phone & remote screen sharing. 

● Escalate questions/problems to appropriate individuals within the SuranceBay team. 

● Provides timely feedback to the company regarding form and data-mapping failures or customer concerns. 

● Versatile attitude with the ability to work within a small team.

Other Duties: Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time with or without notice. 

Qualifications

Competencies: 

● Exceptional Organization Skills 

● Customer/Client Focused 

● Problem Solving/Analysis 

● Technical Capacity 

● Time Management 

● Communication Proficiency 

● Stress Tolerance/Patience 

● Teamwork Oriented 

● Insurance industry knowledge/experience 

Requirements: 

● Must have insurance industry experience within Licensing and Contracting 

● Reading/writing XSL/XML Code 

● Ability to interpret complex business rules and logic and apply them to the forms code 

● Ability to multi-task, prioritize and manage time effectively. 

● Proven customer support experience. 

● Strong phone and e-mail contact handling skills 

● Ability to easily adapt to changing work situations 

● A quiet home work space with fast, reliable internet 

Position Type and Expected Hours of Work: 

● This is a full time, work-from-home position. 

● Monday through Thursday: 8:30AM to 5:30pm Friday: 8:30AM to 4:00PM 

Preferred Education and Experience: 

● Insurance industry Licensing and Contracting experience required, preferably within a Brokerage General Agency working with multiple insurance carriers 

● XML/XSL coding experience highly preferred, or the proven ability to learn any coding language 

● Proven customer service experience

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