Job Description:
• Manage and execute end-to-end licensing and/or carrier appointment processes for an assigned group of Benefit Advisors or carrier partners
• Support the state licensing process, including screening candidates for eligibility, preparing onboarding documentation, and coordinating exam preparation and scheduling
• Submit and track insurance license applications across all states, maintaining communication with Departments of Insurance to ensure timely approvals
• Coordinate fingerprinting requirements and ensure all regulatory steps are completed accurately and efficiently
• Monitor and maintain license renewals and continuing education requirements to ensure ongoing compliance across all systems
• Oversee carrier appointment processes, including preparing high-volume reports, tracking appointment status, and resolving delays through analysis and escalation
• Partner with Sales, Training, and Licensing Operations teams to ensure advisors complete all onboarding and certification requirements
• Maintain accurate advisor status records across systems to mitigate compliance risk and ensure agents are authorized to sell only where permitted
• Conduct gap analyses and identify process improvement opportunities to enhance efficiency and accuracy
• Participate in User Acceptance Testing (UAT) for system enhancements and automation related to licensing and onboarding processes
Requirements:
• Strong experience with Microsoft Office tools, particularly Excel, and are comfortable working with large datasets
• Highly detail-oriented with strong organizational and administrative skills
• Adaptable and able to pivot quickly in a changing, fast-paced environment
• Excellent communication skills and can collaborate effectively with cross-functional teams
• Understand the importance of compliance and can handle sensitive information with discretion
• Team player who contributes to achieving shared goals and improving team processes
• Experience with insurance licensing processes and regulatory requirements
Benefits:
• Medical benefits after 90 days of employment
• Cell phone and internet reimbursement
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