Licensing Care Associate

** Essential Duties and Responsibilities*
* + Perform review of contracting applications, appointment requests, product training and requirements

+ Perform timely submission of license and appointment requests

+ Input requirements into database and review for accuracy

+ Respond to inquiries received regarding agent licenses and appointments

+ Train new licensing associates

+ Send follow up notices to financial advisors/agents until licensing requirements are completed

+ Respond to escalated issues and requests from financial advisors

+ Work with new business team on issues related to submitted business

+ Communicate with insurance companies regarding submitted business or issues

+ Work with financial advisor and insurance companies on escalated cases

+ Monitors and works licensing mailbox for timely resolution

+ Communicate with management with escalated problems as needed

+ Special Projects related to Insurance Licensing Initiatives

+ Performs other duties and responsibilities as assigned

** Knowledge, Skills, and Abilities*
* ** Knowledge of*
* + Advanced Knowledge of:

+ Principles, practices, and procedures of general office concepts

+ Policies that govern insurance operations.

+ Process flows within specific assigned functional area.

+ Regulations for specific assigned functional area.

** Skill in*
* + Advanced Skill in:

+ Communicating detailed information provided by insurance company to clearly provide financial advisors/agents with status and course of action

+ Relaying information to insurance carriers to help ensure best practices

+ Identifying potential issues related to licensing

+ Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

** Ability to*
* + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

+ Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.

+ Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.

+ Analyzing data to identify discrepancies.

+ Problem solving.

** Educational/Previous Experience Requirements*
* + High School diploma or equivalent with a minimum of four (4) years' experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service related field preferred.

+ OR ~

+ Associate's degree (A.A.) in Finance or Business related field from a two-year college or technical school and two (2) years' experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service related field preferred.

+ Bachelor's Degree Preferred.

+ OR ~

+ Any equivalent combination of experience, education, and/or training approved by Human Resources.

** Licenses/Certifications*
* + None