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Agent On-Boarding Officer
hace 3 meses
- Receive and Sort the respective documentation from those that will become Authorize Agents.
- Viamericas internal forms
- Business license or agent permit
- ID, Bill, Criminal Background Authorization, among others.
Compare information through the respective consults
Credit report and state's web page (Corp, LLC) Agency and owners address Pre-existence on data base (Viacentral)Assign codes on Viacentral and entering agent's information
Code creation Payment method and agent information registry Other areas notificationUnify and completing Folder/Template with the agent's documentation
Forms completely filled Consults compared and approved Final review and authorized signaturesProvide opportune answers to the particular cases from other areas request.
ACH formsPayment AgreementsRefund FormsPending documents follow up within the review process
Arrange With the sales force and/or agentsProvide opportune answers to the particular cases presented by agencies during the daily operation.
Maintain total confidentiality and transparency in the handling of information that by its nature requires total confidentiality in order to monitor compliance with information privacy regulations and safeguard the databases for the company's exclusive use.