Licensing Care Associate

Under general supervision, provides support and assistance to Licensing Department to facilitate the processing of Insurance Licenses, company appointments and product training for our financial advisors / agents. Associate is responsible for coordinating requirements gathering on behalf of the insurance company, communicating with carriers and financial advisor / agent as necessary throughout the licensing process. Identifying issues and working to resolve favorably. All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures.

• Essential Duties and Responsibilities
• Perform review of license applications, appointment requests, product training and requirements
• Perform timely submission of license and appointment requests
• Input requirements into database and review for accuracy
• Respond to inquiries received regarding agent licenses and appointments
• Send follow up notices to financial advisors / agents until licensing requirements are completed
• Respond to escalated issues and requests from financial advisors
• Work with new business team on issues related to submitted business
• Communicate with insurance companies regarding submitted business or issues
• Work with financial advisor and insurance companies on escalated cases
• Monitors and works licensing mailbox for timely resolution
• Communicate with management with escalated problems as needed
• Support Licensing Care Specialists with daily tasks as needed
• Works with the Department of Insurance in all states as needed
• Performs other duties and responsibilities as assigned
• Knowledge of
• Advanced Knowledge of :
• Principles, practices, and procedures of general office concepts
• Policies that govern insurance operations.
• Process flows within specific assigned functional area.
• Regulations for specific assigned functional area.
• Skill in
• Advanced Skill in :
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Ability to
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
• Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
• Analyzing data to identify discrepancies.
• Problem solving.
• Education / Previous Experience
• High School diploma or equivalent with a minimum of two (2) years' experience in the areas of annuities, life insurance, long-term care, and / or disability income products or financial services industry or customer service related field preferred.
• OR ~
• Associate's degree (A.A.) in Finance or Business related field from a two-year college or technical school and one (1) year experience in the areas of annuities, life insurance, long-term care, and / or disability income products or financial services industry or customer service related field preferred.
• Bachelor's Degree Preferred.
• OR ~
• An equivalent combination of education, experience and / or training approved by Human Resources.
• Licenses / Certifications
• None
• Travel Required :
• Yes, 5 % of the Time