Description

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.

• 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.

Requirements

Associate’s Degree or equivalent combination of education and experience

Two or more years related work experience

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