Offer summary

Qualifications:

Associate's Degree or equivalent combination of education and experience., Two or more years of related work experience., Excellent verbal and written communication skills., Proficient in Microsoft Office products, with intermediate level skills in Excel, Word, and SharePoint..

Key responsibilities:

Responsible for reviewing and submitting new and renewal license applications to Departments of Insurance.

Maintains a 90-day license expiration list and processes renewal forms from staff.

Coordinates pre-licensing course registration and state-administered testing.

Handles confidential personal and corporate information and responds to time-sensitive requests.

Job description

Summary

Responsible for all aspects of agency and staff insurance licensing; coordinates with applicants and state agencies to ensure timely and efficient license acquisition and renewal; ensures compliance with all applicable regulations.

Essential Duties And Responsibilities

Reviews and submits new and renewal license applications and amendments to Departments of Insurance for individuals and agencies;
Maintains a 90 day license expiration list and secures completed renewal forms from staff for processing prior to license expiration;
Maintains various licensing information and generates reports and checklists using databases, Excel and SharePoint; assists with report analysis;
Follows up with staff to have Continuing Education completed prior to license expiration;
Coordinates pre-licensing course registration and state-administered testing;
Reports changes in background to Departments of Insurance;
Manages the agency branch office registrations with the Departments of Insurance;
Processes and tracks confidential personal and corporate information;
Handles the carrier appointment verification process; responds to miscellaneous time sensitive requests from carriers and states;
Researches specific licensing issues;
Contributes toward process improvement projects;
Other duties and projects as assigned.

Qualifications

EDUCATION / EXPERIENCE

Associate's Degree or equivalent combination of education and experience

Two (2) or more years related work experience

Skills

Excellent verbal and written communication skills

Strong customer service skills

Ability to organize and prioritize workload

Good problem solving and time management skills

Ability to work within a team and to foster teamwork

Ability to handle confidential and sensitive information with discretion

Advanced Researching Skills Required

Proficient in Microsoft Office products; intermediate level Excel, Word and SharePoint required

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