Contracting and Licensing Coordinator

Contracting and Licensing Coordinator

Lion Street

Austin TX

About Lion Street

Lion Street is a highnetworth and business insurance market authority with expertise in sophisticated life insurance wealth management and financial planning solutions. Based in Austin Texas Lion Street provides its elite network of independent firms and financial planning experts access to the financial products intellectual capital and specialized resources needed to serve affluent clientele. Lion Street is strongly committed to building a highly collaborative network of financial professionals. Lion Street is a proud member of the Integrity Family.

Job Summary

The Contracting and Licensing Coordinator plays a vital role in facilitating the contracting process for agents within our organization. This position involves interacting with agents insurance carriers and internal teams to ensure a seamless onboarding experience.

Primary Responsibilities:

• Evaluate process and submit documentation required for agent appointments with various carriers.

• Assist agents in establishing their profiles within SureLC the online contracting platform used by the company.

• Liaise with carrier representatives to track the status of contracting applications and identify any outstanding requirements.

• Inform agents about any expired documents missing information or additional details needed by specific carriers.

• Gather accurate and timely information from agents to meet carrier requirements.

• Respond to inquiries related to licensing and contracting from LS staff and agents.

• Record all important actions in the Agency Integrator and SureLC accounts for agents and firms.

• Ensure that data is uptodate in relevant systems including maintaining agent codes for different carriers.

• Guide agents to the correct resources for engaging with state insurance departments.

• Oversee the administration of the SureLC system ensuring all necessary carriers forms and data hierarchies are accurately maintained.

• Set clear expectations with agents and internal staff regarding timelines for completing the contracting process.

• Utilize a webbased document management system to efficiently organize and transmit necessary documents.

Primary Skills & Requirements:

• Experience in the life insurance industry in a multicarrier environment is preferred.

• Must have the ability to maintain a high level of accuracy enthusiasm and dependability and demonstrate a strong interest in providing exceptional customer support.

• Strong communication and customer service skills

• Willing to take initiative exhibit creative thinking and take ownership of cases

• Selfstarter attitude and strong desire to provide excellent results

• Prior experience with or quick ability to effectively learn various computer software applications including Agency Integrator (CRM) PaperClip (Document Management)

• Experience with Microsoft Outlook Word Excel PowerPoint and WebEx

• Bachelors degree preferred

• Ability to excel in a dynamic fastmoving startup company environment

About Integrity

Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit Integrity.

Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.