About the Company :
Optimized Insurance Planning, OIP, is a national insurance planning firm operating in all 50 states, who’s primary customer is the Financial Professional.
Our core product expertise is annuities, life insurance, and long-term care insurance. The team is a group of entrepreneurial, self-motivating, active, health-conscious individuals that work together to drive the mission of the company and the overall OIP strategy.
We value teamwork and collaboration to assist our clients and their customer, to achieve their retirement dreams.
We regularly host experiential events and training meetings that add value to the business relationships we cultivate. Some experiences to note, exotic driving experiences, golf outings, wine tastings, and much more!
We are fully committed to technology to advance the business and provide resources needed to work and excel at an optimal level.
Core Values :
Experience Knowledge Wellness Technology Community
Working Environment & Culture :
Office is a modern industrial environment with views of a nature pond. Small business, entrepreneurial, fast paced, team-oriented group of individuals that prioritize health and wellness.
OIP team members operate throughout the country with 6 regional offices.
Headquartered in Northlake, TX
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
Qualifications
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.
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
Educational / Previous Experience Requirements :
- 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.
- 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.
- An equivalent combination of education, experience and / or training approved by Human Resources.
Benefits :
Medical, 401k, Disability Insurance, Life Insurance, Paid Time Off
Location : In office Northlake, TX
Work from Home Flexibility
Full Time : 40 hours / week