Renewal Coordinator

Project Overview

The Licensing Renewal Coordinator is responsible for ensuring compliance with Indiana state laws, regulations, and procedures related to the renewal and reinstatement of licenses for insurance producers (agents / brokers), consultants, and agencies. This role involves reviewing applications, verifying eligibility, maintaining accurate records, and supporting system and process improvements to streamline licensing operations.

Key Responsibilities

• Review and process license renewal and reinstatement applications for resident and non-resident producers, consultants, and agencies.
• Evaluate background documentation, including civil, criminal, and administrative records, to determine eligibility for renewal or reinstatement.
• Coordinate with the IDOI Enforcement Division, Vertafore / Sircon, NIPR, FINRA, and other state departments to verify potential disqualifications.
• Use systems such as MyCase.in.gov, NIPR Attachments Warehouse, I-Site, Sircon for States, e-PAL, INBiz, and FINRA BrokerCheck for application review.
• Process license reinstatement waiver forms and assist candidates with the reinstatement process, including requirements for the IDOI Laws & Regulations exam.
• Maintain and update IDOI's licensing renewal and reinstatement web pages.
• Collaborate with system vendors (Vertafore / Sircon, NIPR) to troubleshoot issues, address user concerns, and implement improvements.
• Communicate with internal and external stakeholders regarding licensing renewal and reinstatement matters.
• Assist the Education Coordinator with processing continuing education (CE) due-date extensions and retirement exemption forms.

Required Qualifications

Technical & Soft Skills

Skill

Required / Desired

Amount

of Experience

High School Diploma

Required

Strong Customer Service experience in a business / professional environment.

Required

Years

Practical knowledge of MS Office, Word, Excel, Teams.

Required

Years

Prior experience in the LAH / P&C insurance industry (Life, Accident & Health; Property & Casualty).

Highly desired

Prior experience working in a call center setting.

Highly desired