Licensing Care Associate

Job Description Summary Under limited supervision, provides support and assistance to the Licensing Department to facilitate the processing of insurance company contracting and appointment requests, as well as product and state training for financial advisors and agents. The specialist coordinates requirements gathering on behalf of the insurance company, communicates with carriers and financial advisors/agents as necessary throughout the licensing process, identifies issues and works to resolve them favorably, and collaborates closely with licensing associates and other team members to ensure client satisfaction. Essential Duties and Responsibilities Perform review of contracting applications, appointment requests, product training and requirements. Perform timely submission of license and appointment requests. Input requirements into database and review for accuracy. Respond to inquiries regarding agent licenses and appointments. Train new licensing associates. Send follow‑up notices to financial advisors/agents until licensing requirements are completed. Respond to escalated issues and requests from financial advisors. Work with new business teams on issues related to submitted business. Communicate with insurance companies regarding submitted business or issues. Work with financial advisors and insurance companies on escalated cases. Monitor and work licensing mailbox for timely resolution. Communicate with management on escalated problems as needed. Knowledge, Skills, and Abilities Advanced knowledge of principles, practices, and procedures of general office concepts, policies that govern insurance operations, process flows within the functional area, and regulations for the functional area. Advanced skill in communicating detailed information provided by insurance company to clearly provide financial advisors and agents with status and course of action. Advanced skill in relaying information to insurance carriers to help ensure best practices. Advanced skill in identifying potential issues related to licensing. Ability to operate standard office equipment and use 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 in writing, with internal associates and external contacts at all levels. Effectively gather all relevant information to analyze, research, and resolve business issues in order to make decisions. Analyzing data to identify discrepancies and problem solving. Educational / Previous Experience Requirements High school diploma or equivalent with a 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 preferred. OR Associate’s degree (A.A.) in Finance or Business related field from a two‑year college or technical school and 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 preferred. OR Bachelor’s degree preferred. OR any equivalent combination of experience, education, and/or training approved by Human Resources. Licenses / Certifications None Workstyle and Travel Travel: Less than 25%; Workstyle: Hybrid. Compensation and Benefits The total compensation for this position includes base salary or wages, and may include components such as additional compensation, discretionary bonuses, or commissions. The position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off—including vacation, holidays, and sick leave—and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. Equal Opportunity Employer The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr