Licensing and Contracting Coordinator
Licensing and Contracting Coordinator
Location : Suwanee, GA
Salary Range : $42,500 - $47,500
Reports to : Licensing Supervisor
About Premier Financial Alliance
Premier Financial Alliance (PFA) is a leader in the financial services industry, focusing on protecting the dreams of Middle America with our innovative life insurance products. Our proprietary life insurance product offers living benefits to serve the unique needs of our clients.
Why Join Us?
- Work with a dynamic team dedicated to serving Middle America's financial needs through agent support
- Professional growth opportunities in the financial services industry
- Collaborative work environment focused on innovation and excellence
- Comprehensive benefits package
Role Overview
As the Licensing and Contracting Coordinator, you will accurately and timely process appointments, hierarchies and contracts in compliance with state and federal licensing rules and regulations. The candidate must be customer service oriented, contracting services to the agents and fellow employees of PFA, while supporting the company's growth and improvement of processes.
Essential Duties & Responsibilities :
Review and submit contracting online or via email to various carrier partners to appoint agentsProcess and submit hierarchies for new agents and agent changesOrder and process Errors and Omissions certificates and upload for agent once certificate is receivedProcess agent resignations or terminationsReview requests for agent internal transfers and process once approved by the EFCWork with the field to update AML training for carrier compliance requirementsContinually make adjustments for changes in workflow and demand for services.Required Qualifications :
1-2 years experience in a home office or field office setting, preferably in the insurance or other regulated financial services industryFamiliarity in dealing with state insurance regulations and contractingIntermediate proficiency in Microsoft Office Suite (Word, Excel)Ability to utilize multiple monitorsAbility to work in a fast-paced environmentStrong interpersonal skills and attention to detailsEstablish and maintain effective working relationships with those contacted in the course of workSuccessfully passing a background checkPreferred Qualifications :
Experience with Monday, Slack, Parabola, Pandadoc and Help ScoutBenefits (All benefits effective immediately upon hire) :
HRA allowance for health insurance premiums and expenses401(k) plan with 3% Safe Harbor company contribution14 days paid time off plus holidaysHybrid work arrangement (3 days in office weekly; minimum 90-day in-office training period required)Office amenities including coffee and snacksCompany social and fitness challengesWork Schedule :
Hybrid work model available after 90-day in-office training periodCore office hours : 8 : 30am - 5 : 30pmPremier Financial Alliance is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Note : This position requires working from our Suwanee, GA office location, with hybrid flexibility after the initial 90-day training period. Candidates should live within reasonable commuting distance or be willing to relocate.