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Florida Administrative Code (Last Updated: April 18, 2024) |
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69. Department of Financial Services |
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69B. Division of Insurance Agent and Agency Services |
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69B-213. Customer Representatives |
1An agent who appoints a customer representative incurs the following obligations, in addition to those otherwise set out in this rule chapter:
23(1) In instances where the appointing agent and designated supervising agent are the same person, the appointing agent must supervise the customer representative as described in subsection 5069B-213.020(3), 51F.A.C. The supervisory role may not be delegated to anyone unless delegation is to a licensed and appointed agent who has been designated as the supervising agent pursuant to subsection 8169B-213.060(4), 82F.A.C. Supervisory duties, unless delegated to a designated supervising agent, remain with the appointing agent even when the customer representative is performing customer representative services for other agents or staff within the agency.
115(2) The agent must, pursuant to subsection 12269B-213.120(4), 123F.A.C., take reasonable steps to assure that the customer representative does not exceed the allowable scope of the customer representative’s licensure, duties and authority.
147Rulemaking Authority 149624.308 FS. 151Law Implemented 153624.307(1), 154626.734, 155626.7351, 156626.7352, 157626.7353, 158626.7354 FS. 160History–New 12-19-93, Formerly 4-213.080, Amended 7-30-12.
