Agent Contract Licensing Associate
1 month ago
At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives
Job Summary
The Licensing Associate is responsible for thoroughly analyzing all aspects of the contracting application process to assure an appropriate decision is made to contract a producer based on published guidelines. This role retrieves and evaluates all required background reports to ensure compliance.
What You will Do:
In this role you are assisting with the Employee Benefits, Retirement Services, Care Solutions, and Individual Life agent licensing channels with tasks that are related to contracting requirements needed for producers. These tasks include but are not limited to:
- Request credit, criminal, regulatory, and license background reports using the data listed on the contracting application
- Thoroughly analyze the contracting application to assure no adverse information is being reported, if found; follow next steps in procedures to follow up with the producer
- Create the producer's record in our internal database and assign the producer a writing code
- Properly store all documentation in our internal storage warehouse, including contracting application, reports and any communication sent to the producer
- Properly responds to inquires received in our departmental call center or email boxes
- Maintains understanding of the appointing processes (including terminations) for individuals and business entities
- Utilize vendors, state websites and internal job aids to assist with assuring proper regulatory guidelines are being followed
What You will Need:
Required Education and/or Certifications
- H.S. Diploma or equivalent
Recommended Education and/or Certifications
- Associate's Degree
Required Work Experience
- Previous customer service, data delivery, insurance or licensing experience preferred
- Or any combination of education and experience which would provide an equivalent background. High School Diploma is required.
#LI-HYBRID
Salary Band: 02B
This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team-building and collaboration.
If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.
Disclaimer: OneAmerica Financial is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
For all positions:
Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.
To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.
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