Agency Recruitment & Licensing Associate (Project Based)
Core
Facilitates license applications for insurance recruits, ensuring document completeness and routing approvals to channel management.
Role type
Administrative support specialist for insurance recruitment licensing
Builds
Insurance agent recruitment licensing workflows
Domain
Insurance industry, recruitment administration
Deliverable
client delivery
Required skills
Insurance licensing regulations knowledge, document processing, file endorsement, status tracking
Preferred skills
Administrative experience, customer service experience
Technologies
Lotus Notes, Windows programs
Responsibilities
Facilitate license applications of recruits, Ensure completeness of documents submitted, Route ACM to Channel Management for approval, Process license applications (Trad and VUL) and submit to Insurance Commission, Provide feedback to manager-recruiters on status of recruits, Endorse recruit files for coding
Seniority
Entry-level to Mid-level, hands-on IC