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Licensing Specialist
2 months ago
We are seeking a highly skilled Licensing Specialist to join our team at Wimmer Solutions. As a key member of our Contracting and Licensing Department, you will play a critical role in facilitating the processing of agent licenses and contracting.
Key Responsibilities- Organize and compile data to submit required forms and information to various insurance departments in a timely manner.
- Process incoming contract paperwork and verify agent profile updates for Errors and Omissions Coverage, W9s, and Anti-Money Laundering courses.
- Research and investigate return items in mail or reports generated from the administrative system.
- Update administrative systems with minimum updates and request data from our internal website.
- Work specific processes in the work queues and contact customers or producers to gather information.
- Review and prepare incoming contracts for input into electronic workstream.
- Contact producers for missing documents.
- Follow Contracts & Licensing checklists and workflow items that are required.
- Process a high volume of work within established accuracy and time goals.
- Review and analyze error notices on new policy applications.
- Notify agents of licensing, E&O, and AML requirements needed to issue policies.
- Advise New Business area of actions to take to resolve error messages.
- Manage and handle items through completion.
- Perform necessary transactions to process state licensing, including payment of fees to state insurance departments for appointments.
- Send termination letters, terminate the agent record, and state appointments in all systems as required.
- Communicate with agents, field force, state insurance departments, and vendors via telephone, correspondence, and electronic communication on standard and non-complex requests and changes.
- Communicate with other departments, including ACS, Marking, and Accounting to carry out tasks directly related to Contracting.
- Ensure adherence to phone service standards and schedule.
- Maintain files, including but not limited to appointment submissions, hierarchy changes, name and address changes, and updating agent banking information.
- Demonstrate flexibility and responsiveness to the Manager, seek solutions for roadblocks, and partner with other areas to find efficiencies.
- High School Diploma, Two + years previous experience working within the insurance industry, experience with computer applications.
- LOMA 281 and 291 Level 1
We offer a competitive hourly contract rate range of $19.00 to $21.00 based on experience and qualifications, as well as geographical market and business considerations. Our benefits package includes paid time off and holidays, 401k & company match, Flexible Health Care, Dependent Care, and Commuter Spending Accounts, Employee Assistance Program, Life & Accidental Death and Dismemberment Insurance, Short and Long-Term Disability, Payroll advance program, Charitable donation match, Athletic event sponsorship, Referral reward program, and more.
We are an equal-opportunity employer and welcome all applicants. We are committed to achieving a diverse employee network through all aspects of the hiring process.
