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 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 IDOIs 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
- Strong understanding of state insurance licensing laws rules and policies.
- Experience working with government or regulatory processes preferred.
- Ability to evaluate legal or compliance-related documentation.
Technical & Soft Skills
- Proficiency with systems such as NIPR Attachments Warehouse I-Site Sircon for States e-PAL INBiz and FINRA BrokerCheck.
- Excellent attention to detail and analytical skills.
- Strong communication and problem-solving abilities.
- Ability to manage multiple priorities and maintain accuracy under deadlines.
- Skilled in collaborating across teams and working with external partners.
| Skill | Required / Desired | Amount | of Experience |
| High School Diploma | Required | | |
| Strong Customer Service experience in a business/professional environment. | Required | 2 | Years |
| Practical knowledge of MS Office Word Excel Teams. | Required | 2 | 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 | | |
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 applicatio...
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 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 IDOIs 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
- Strong understanding of state insurance licensing laws rules and policies.
- Experience working with government or regulatory processes preferred.
- Ability to evaluate legal or compliance-related documentation.
Technical & Soft Skills
- Proficiency with systems such as NIPR Attachments Warehouse I-Site Sircon for States e-PAL INBiz and FINRA BrokerCheck.
- Excellent attention to detail and analytical skills.
- Strong communication and problem-solving abilities.
- Ability to manage multiple priorities and maintain accuracy under deadlines.
- Skilled in collaborating across teams and working with external partners.
| Skill | Required / Desired | Amount | of Experience |
| High School Diploma | Required | | |
| Strong Customer Service experience in a business/professional environment. | Required | 2 | Years |
| Practical knowledge of MS Office Word Excel Teams. | Required | 2 | 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 | | |
View more
View less