Bilingual Licensing Coordinator
2 days ago
PHP Agency LLC is a life insurance field marketing organization that partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. Our CEO, Patrick Bet David, is an entrepreneur who has founded PHP with a passion for serving people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate.
Job SummaryThis pivotal role oversees and executes licensing activities within our organization, requiring bilingual proficiency to coordinate licensing agreements in both languages, ensure adherence to legal stipulations, and maintain precise licensing records. The role involves collaboration with internal departments, external associates, and legal advisors to streamline the licensing process.
Primary Responsibilities:- Oversee day-to-day and month-to-month operations encompassing the entirety of the L&C Department and staff.
- Reporting to Leadership numbers and Close out status.
- Maintain accountability of all team members to ensure work assigned to the Licensing team is completed efficiently, accurately, and completely, and within service level agreement.
- Monitor work volumes in various systems.
- Collaborate with peers and team members to ensure optimal workflows.
- Look for ways to eliminate inefficiencies and backlogs.
- Recommend and assist in implementing process improvements.
- Conduct random quality review of work and phone calls (if applicable) to ensure adherence to company policy and procedures and to ensure quality and accuracy of associates' work.
- Resolve complex issues and handle escalated situations and calls.
- Prepare daily, monthly, quarterly, annual reports (as required) to monitor productivity, accuracy, and trends. Take corrective actions as necessary based upon results.
- May take the lead on Projects as assigned.
- Previous experience in the life insurance industry is preferred.
- Familiarity with NIPR and State Department of Insurance Websites is preferred.
- Ability to trouble shoot, problem solve, and follow-up effectively.
- Strong research, analytical skills, and proficiency with math.
- Strick attention to detail and accuracy.
- Proficient in Microsoft Word and Excel.
- Good time management skills.
- Understands how to work effectively with salespersons (new and experienced) and strong personalities.
- Bilingual Required: Must be fluent in both English and Spanish.
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