Licensing Care Associate
Core
Supports the Licensing Department by processing insurance company contracting and appointment requests, coordinating requirements gathering, and facilitating product training for financial advisors/agents.
Role type
Administrative support specialist for insurance licensing
Builds
Insurance agent licensing and appointment records
Domain
Financial services / Insurance
Required skills
Insurance operations knowledge, database management, regulatory compliance, issue resolution, multi-tasking, data analysis
Preferred skills
Experience in annuities, life insurance, long-term care, or disability income products
Technologies
Standard office equipment, software applications for correspondence, reports, spreadsheets, and databases
Responsibilities
Review contracting applications and appointment requests, submit license requests, input and verify requirements in database, respond to inquiries about agent licenses, send follow-up notices to agents, handle escalated issues, communicate with insurance companies and new business team, monitor licensing mailbox, perform special projects related to licensing initiatives
Seniority
Mid-level, individual contributor