Licensing Case Manager

Overview

At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better.

We're a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand.

By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better.

The Licensing Case Manager will execute agent contracts, appointments, terminations, renewals and all other licensing related tasks to meet or exceed pre-defined productivity and quality standards. Complete other administrative duties and projects as directed by management.

1. Understand all regulations necessary to accurately contract, appoint and maintain agents. Utilize existing online references (e-pal) to ensure compliance with state regulations.

2. Review new agent contracts for completeness and accuracy. Add agent requirements to communicate missing or incomplete information to agencies while working in ALI.

3. Setup agent master and hierarchy records to ensure proper contract (level) and commission structures are entered.

4. Request and review due diligence reports (backgrounds) to ensure individual and/or entity is within pre-defined guidelines of acceptance. Forward any adverse reports to compliance area for further review and approval or declination.

5. Appoint all new agents with the respective state(s). Review all state DOI responses related to new appointments. Research responses and correct and/or obtain missing information to appoint agent. Generate executed agent contract, review information and route to proper entity.

6. Index all documents in image queue accurately while meeting or exceeding pre-defined productivity and quality standards.

7. Research tasks generated at time of submit related to agent problems (Unknown Agent, Hierarchy Error, Invalid state, etc.). Correct data and/or add requirements requesting information from agencies to meet or exceed pre-defined productivity and quality standards.

8. Process address changes, commission changes/assignments, agent transfers to meet or exceed pre-defined productivity and quality standards.

9. Review state agent renewal listings to ensure agent is active and appointed.

10. Review state (DOI) generated agent termination advisories. Terminate agent in system and send proper notification agent/agency.

11. Answer telephone calls accurately, courteously and with good customer service skills to meet or exceed pre-defined productivity and quality standards.

12. Ensure all voice-mail and email is responded to within 4 business hours.

13. Complete other assignments and goals as assigned.

Education

High School diploma or equivalent

Some college preferred

Experience/Knowledge

3+ years experience in a customer service/administrative related position

3+ years communication and processing experience

1+ years of phone experience

Knowledge of life insurance products

Life, Property and Casualty or Health insurance experience preferred

Skills

Excellent communication skills, both verbal and written

Strong Customer Service skills

Analytical and technical skills

Strong organizational skills and ability to prioritize

Ability to work in fast paced environment

Typing 30-40 WPM

Detail oriented

Ability to work independently and within a team environment

High tolerance for repetitive tasks

Knowledge of Microsoft Office (Word and Excel)

The expected hiring compensation range for this position is $49,500 - $59,400 annually. This is a hybrid opportunity working three days a week onsite in Frederick, MD, and two days a week from home.

The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for…