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Licensing Specialist
4 months ago
The Licensing Specialist has to be fluent with all of the tasks in Agency Services. The Licensing Specialist assists agent accounts with great attention to detail and timeliness.
ACCOUNTABILITIES/JOB DUTIES:
- Answer the agency and credit card phone line with high level of professionalism
- Process agent of record changes via ImageRight workflow
- The candidate will also be responsible to assist with agency accounting functions such as process producer changes, track producer licenses and add additional states and products in the producer system for quoting
- Send out contracting paperwork and setup new producers
- Agent appointments, background checks, new setup in Hobbes(access to agent confidential information)
- Resend agent forms and commission statements upon request
- Assist agents with the status of their account and the statement billing process
- Review agent updates from the website
- Review E&Os and W9s for validity
- Agent banking changes and updates
- Assist with agent reports, agent security, downloads and idocs
- Process return mail
- Communicate on AOR workflow status and compliance issues to manager
COMPETENCIES:
- Planning/organizing—the individual prioritizes and plans work and uses time efficiently.
- Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
- Oral communication—the individual speaks clearly and persuasively in positive or negative situations.
- Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
- Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
- Quality control—the individual demonstrates accuracy and thoroughness to ensure quality of own work.
- Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
- Safety and security—the individual observes safety and security procedures.
- A high school diploma or equivalent with an Associate’s degree preferred.
What We Offer
- Excellent growth and advancement opportunities
- Paid Time Off (PTO)
- Generous benefits package: health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Student Loan Repayment Program
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
