Licensing Care Associate
$31,200–$31,200 year
HybridTroy, Michigan, United States
Job Summary
Review contracting applications, appointment requests, and product training materials while inputting requirements into the database for accuracy. Coordinate requirements gathering with insurance carriers and communicate status updates to financial advisors/agents throughout the licensing process. Respond to inquiries and escalated issues regarding agent licenses, submit follow-up notices until requirements are completed, and work with the new business team on submitted business matters. Monitor the licensing mailbox for timely resolution and relay detailed information from carriers to ensure best practices.
Required Qualifications
- High School diploma or equivalent
- Minimum of four (4) years' experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service related field
- Associate's degree (A.A.) in Finance or Business related field from a two-year college or technical school
- Two (2) years' experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service related field
- Bachelor's Degree
- Any equivalent combination of experience, education, and/or training approved by Human Resources
- Knowledge of Principles, practices, and procedures of general office concepts
- Knowledge of Policies that govern insurance operations
- Knowledge of Process flows within specific assigned functional area
- Knowledge of Regulations for specific assigned functional area
- Skill in Communicating detailed information provided by insurance company to clearly provide financial advisors/agents with status and course of action
- Skill in Relaying information to insurance carriers to help ensure best practices
- Skill in Identifying potential issues related to licensing
- Skill in Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Ability to Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
- Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels
- Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions
- Analyzing data to identify discrepancies
- Problem solving
- Less than 25% Travel
- Hybrid Workstyle
Desired Qualifications
- Experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service related field preferred
- Bachelor's Degree Preferred
- Any equivalent combination of experience, education, and/or training approved by Human Resources
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