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Agent Licensing Support Specialist

American Income Life Insurance Company
Waco, Texas, US
Full-time

Job Description : Job Summary

Job Summary

Duties include gathering and reporting of information, problem solving, reviewing and evaluating various reports, maintaining records and reports, providing analytical data and support to executives.

Primary Duties :

Specific responsibilities for this role include managing and processing batch appointments and appointment terminations, handling daily reporting and / or acting as resource for data analyst, completing audits on state licenses and appointments to ensure accuracy and compliance.

providing feedback to leadership regarding frequent errors, patterns or concerns with appointment process. Additional responsibilities include audit, coaching, assisting clerks with questions and assisting with production tasks as needed to help manage workflow and service level agreements.

Description of duties :

  • Perform various analytical and data evaluation with a high degree of accuracy.
  • Ability to exercise some judgmental decisions in an independent manner.
  • Ability to effectively communicate verbally and in writing.
  • Must exercise discretion in execution of all duties.
  • Contact is by telephone, e-mail, written correspondence.
  • Ability to meet department deadlines and efficiently handle distribution to appropriate parties.
  • Other duties as required by the department.

Required Skills

  • Minimum typing requirement of 30 wpm.
  • Proficient with Microsoft Excel.
  • Ability to operate standard office equipment as well as various software packages required by the department.
  • Ability to understand and apply a variety of oral and written instructions, demonstrates initiative. Proficient communication skills including proper grammar, word usage, and punctuation in writing and verbally.
  • Must maintain a professional and courteous demeanor at all times.

Required Knowledge & Experience

Must possess a High School diploma or equivalent thereof.

25 days ago
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