CW Licensing Specialist
1 month ago
Responsibilities:
• Oversee and manage agency and producer licensing in line with regulatory and compliance requirements
• Establish and maintain relationships with producers, management, insurance carriers, and other regulatory agencies
• Facilitate the process of carrier appointments, from initial applications to renewals and updates
• Work collaboratively with internal departments to ensure all necessary resources are available to support the producers
• Conduct regular background checks and thorough audits to ensure compliance
• Track producer licensing and appointment status while communicating updates to management and other relevant parties
• Provide training and guidance to producers on licensing requirements, procedures, and required documentation
• Assist with acquisitions and transfers of business books
• Ensure business objectives are met in a timely manner through effective planning and scheduling
• Prepare and present reports on licensing activities.• Must possess strong customer service skills.
• Excellent communication skills are required.
• Must be proficient in documentation and reporting.
• Planning and organizing skills are essential.
• Understanding of insurance industry procedures and norms.
• Ability to schedule appointments efficiently.
• Knowledge of health insurance is a must.
• Auditing skills are required.
• Leadership skills are necessary for team coordination.
• Must be able to conduct tasks efficiently.
• Compliance functions knowledge is required.
• Familiarity with HealthCare.gov is essential.
• Must have a background in licensing.
• Willingness to work onsite.
• Must be able to pass background checks.
• Proficiency in blogging is a plus.
• Experience in acquisitions will be beneficial.
• Ability to innovate and adapt to changing situations.
• Experience in contract renewals is necessary.
• Ability to coordinate with internal departments effectively.
• Experience in contracting is required.
• Must be able to align tasks with business objectives.
• Ability to provide guidance to team members.
• Knowledge of insurance carrier functions is essential.
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