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Job Summary
A growing organization is undergoing a significant transformation of its operational infrastructure to better serve the evolving needs of stakeholders across the country. As such they are looking for a Licensing Specialist to help continue pushing an ambitious roadmap forward.
The Licensing Specialist is a key contributor to the success of the licensing and contracting area and the business they support throughout the organization. This person must be well organized and able to work with various insurance carrier representatives as well as partner with internal operations and key stakeholders simultaneously.
Job Description
Duties/Responsibilities:
Process contracts for licensed insurance professionals
Conduct agent or marketer outreach to resolve licensing and contracting open issues
Monitor exception reports research solutions and address exceptions as needed
Ensure commission and hierarchy levels match contracts for agents agencies and carriers
Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction
Integrate new agency and affiliate partners through onboarding intake calls required paperwork processing and associated processes
Assist with direct agent onboarding
Perform duties within required service level agreement terms and performance requirements including timeliness productivity and quality
Utilize established performance management systems and processes
Solve Salesforce cases as assigned
Actively participate in team planning and process improvement activities
Engage carriers and external partners to efficiently resolve licensing issues
Fulfill agent release requests as needed
Other duties as assigned
Qualifications:
High School Diploma required; Bachelors degree preferred
Self-starter with ability to learn quickly
Highly skilled in attention to detail
Excellent organizational communication and time management skills
Positive approach to taking initiative and creative problem solving
Proficient user of Microsoft Office Suite or similar (Excel Word PowerPoint)
Financial Services industry experience preferred
Full Time