As a 1099 Captive Agent, you will be responsible for retaining, servicing, and expanding ... Classroom Funding Assistance in partnership with DonorsChoose, helping educators secure funding for ...
As a 1099 Captive Agent, you will be responsible for retaining, servicing, and expanding ... Classroom Funding Assistance in partnership with DonorsChoose, helping educators secure funding for ...
As a 1099 Captive Agent, you will be responsible for retaining, servicing, and expanding ... Classroom Funding Assistance in partnership with DonorsChoose, helping educators secure funding for ...
As a 1099 Captive Agent, you will be responsible for retaining, servicing, and expanding ... Classroom Funding Assistance in partnership with DonorsChoose, helping educators secure funding for ...
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Insurance Agent
Lynchburg, VA · On-site
$75K - $105K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Insurance Agent
Lynchburg, VA · On-site
$75K - $105K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Insurance Agent
Conway, SC · On-site
Distribute policy funds after a claim has been settled Insurance Agent Requirements * BA/BS in business, economics, or related field preferred * Appropriate insurance licensing where required by law
Insurance Agent
Conway, SC · On-site
Distribute policy funds after a claim has been settled Insurance Agent Requirements * BA/BS in business, economics, or related field preferred * Appropriate insurance licensing where required by law
Insurance Agent
Myrtle Beach, SC · On-site
Distribute policy funds after a claim has been settled Insurance Agent Requirements * BA/BS in business, economics, or related field preferred * Appropriate insurance licensing where required by law
Insurance Agent
Myrtle Beach, SC · On-site
Distribute policy funds after a claim has been settled Insurance Agent Requirements * BA/BS in business, economics, or related field preferred * Appropriate insurance licensing where required by law
Insurance Agent
Apex, NC · On-site
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...
Insurance Agent
Apex, NC · On-site
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...
Insurance Agent
Apex, NC · On-site
$75K - $105K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...
Insurance Agent
Apex, NC · On-site
$75K - $105K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...
Insurance Agent
Tabor City, NC · On-site +1
$75K - $90K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...
Insurance Agent
Tabor City, NC · On-site +1
$75K - $90K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...
Insurance Agent
Tabor City, NC · On-site
$75K - $90K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...
Insurance Agent
Tabor City, NC · On-site
$75K - $90K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...
Insurance Agent
Farmville, VA · On-site
$75K - $105K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Insurance Agent
Farmville, VA · On-site
$75K - $105K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Insurance Agent
Lancaster, SC · On-site
$75K - $106K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Insurance Agent
Lancaster, SC · On-site
$75K - $106K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Insurance Agent
Aiken, SC · On-site
$65K - $85K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...
Insurance Agent
Aiken, SC · On-site
$65K - $85K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...
Insurance Agent
Myrtle Beach, SC · On-site +1
$75K - $90K/yr
Distribute policy funds after a claim has been settled Insurance Agent Requirements * BA/BS in business, economics, or related field preferred * Appropriate insurance licensing where required by law
Insurance Agent
Myrtle Beach, SC · On-site +1
$75K - $90K/yr
Distribute policy funds after a claim has been settled Insurance Agent Requirements * BA/BS in business, economics, or related field preferred * Appropriate insurance licensing where required by law
Insurance Agent
Aiken, SC · On-site
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...
Insurance Agent
Aiken, SC · On-site
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...
Insurance Agent
Conway, SC · On-site +1
$75K - $90K/yr
Distribute policy funds after a claim has been settled Insurance Agent Requirements * BA/BS in business, economics, or related field preferred * Appropriate insurance licensing where required by law
Insurance Agent
Conway, SC · On-site +1
$75K - $90K/yr
Distribute policy funds after a claim has been settled Insurance Agent Requirements * BA/BS in business, economics, or related field preferred * Appropriate insurance licensing where required by law
Insurance Agent
Asheboro, NC · On-site
$75K - $105K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Insurance Agent
Asheboro, NC · On-site
$75K - $105K/yr
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Insurance Agent
Cameron, NC · On-site
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Insurance Agent
Cameron, NC · On-site
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...
Funding Agent information
What are the key skills and qualifications needed to thrive as a Funding Agent, and why are they important?
To excel as a Funding Agent, you need a solid understanding of financial principles, loan processing, and risk assessment, typically supported by experience in finance or banking. Familiarity with loan origination software, underwriting systems, and relevant regulatory guidelines is crucial. Strong negotiation, interpersonal communication, and attention to detail are essential soft skills for building client trust and ensuring accuracy. These skills and qualifications are vital for efficiently securing funding, maintaining compliance, and fostering long-term client relationships.
What is the difference between Funding Agent vs Grant Coordinator?
| Aspect | Funding Agent | Grant Coordinator |
|---|---|---|
| Required Credentials | Typically a bachelor's degree in finance, business, or related field; some roles may require certifications in grant management | Bachelor's degree often in public administration, business, or related fields; certifications like Grant Management Certification are common |
| Work Environment | Financial institutions, government agencies, or nonprofit organizations involved in funding distribution | Nonprofit organizations, government agencies, or educational institutions managing grant processes |
| Employer & Industry Usage | Used in finance, government, and nonprofit sectors to facilitate funding transactions | Commonly employed in nonprofit, education, and government sectors to oversee grant processes |
The main difference is that a Funding Agent primarily handles the distribution and management of funds, often focusing on financial transactions, while a Grant Coordinator manages the entire grant process, including application review, compliance, and reporting. Both roles require related credentials and work in similar environments, but their core responsibilities differ in scope and focus.
What are the most common challenges a Funding Agent faces when managing multiple client accounts?
Funding Agents often juggle several client accounts simultaneously, which requires keen attention to detail and strong organizational skills. One common challenge is prioritizing tasks based on the urgency of funding requests while ensuring accuracy and compliance with lending regulations. Additionally, communicating effectively with clients, underwriters, and financial institutions is essential to keep funding processes on track and to resolve any issues quickly. Successful Funding Agents develop efficient workflows and leverage technology to manage deadlines and documentation efficiently.
What are Funding Agents?
Funding Agents are professionals or entities that coordinate and manage the distribution of funds for financial transactions, such as loans, mergers, or acquisitions. They work on behalf of lenders or investors to ensure that all conditions are met before transferring funds to the appropriate parties. Their responsibilities often include verifying documentation, managing escrow accounts, and disbursing payments according to agreed-upon terms. Funding Agents play a crucial role in ensuring transparency, efficiency, and compliance in complex financial deals.
What cities are hiring for Funding Agent jobs? Cities with the most Funding Agent job openings:
What states have the most Funding Agent jobs? States with the most job openings for Funding Agent jobs include:
What job categories do people searching Funding Agent jobs look for? The top searched job categories for Funding Agent jobs are:
Other
Medical, Life, Retirement
Posted 3 days ago
Job description
We seek an experienced Insurance Agent to serve a specialized educator market while assuming an existing business book with in-force policies and renewals. As a 1099 Captive Agent, you will be responsible for retaining, servicing, and expanding relationships with educators. You will ensure they have the right insurance solutions tailored to their unique needs while providing access to valuable no-cost programs and resources.
Key Responsibilities:
- Assume and grow an established book of business consisting primarily of educators and school employees.
- Retain and renew existing policies while ensuring customer satisfaction and long-term relationships.
- Generate new business through referrals, school partnerships, and networking within the education sector.
- Identify cross-selling and upselling opportunities to offer additional protection, such as life and retirement products.
- Educate clients on their coverage options, policy benefits, and financial protection strategies tailored for educators.
- Share Value-Added Programs
- Student Loan Solutions to help educators navigate loan repayment options.
- Financial Wellness Workshops to support long-term financial planning.
- Classroom Funding Assistance in partnership with DonorsChoose, helping educators secure funding for essential classroom resources.
Qualifications:
- Active insurance license in (Life, Health, Property & Casualty, SIE, and the ability to obtain additional FINRA licenses within 12 months).
- Proven experience as an Insurance Agent or Agency Owner, specializing in Property & Casualty, Life, and Retirement solutions.
- Strong relationship-building skills with the ability to connect with educators and school personnel.
- Self-motivated and goal-oriented with the ability to work independently.
- Excellent communication and presentation skills, especially in explaining policies to non-financial professionals.
Compensation & Benefits:
- Commission-based earnings with renewal income from an assumed book of business.
- Access to an established client base with active policies in force.
- Performance-based rewards, including production incentives and exclusive trips.
- Opportunities for additional sales and referrals within the niche educator market.
- Ongoing training and resources to support professional growth.
- Flexibility and autonomy to manage your schedule while benefiting from an established captive agency structure.
Why Join Us?
- Immediate renewal income with a built-in book of educator clients.
- Exclusive access to a niche market with a strong demand for specialized insurance solutions.
- Ability to make a meaningful impact by helping educators secure their financial future.
- Long-term career growth with residual income potential.
If you're a dedicated insurance professional looking for a specialized, relationship-driven opportunity in the educator market, we'd love to hear from you!
At Horace Mann, we help individual educators identify their financial goals and develop plans to achieve them. Our solutions include auto insurance, homeowners insurance, life insurance, and retirement solutions.
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