Licensing Care Associate

**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 received 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 team on issues related to submitted business + Communicate with insurance companies regarding submitted business or issues + Work with financial advisor and insurance companies on escalated cases + Monitors and works licensing mailbox for timely resolution + Communicate with management with escalated problems as needed + Special Projects related to Insurance Licensing Initiatives + Performs other duties and responsibilities as assigned **Knowledge, Skills, and Abilities** **Knowledge of** + Advanced Knowledge of: + Principles, practices, and procedures of general office concepts + Policies that govern insurance operations. + Process flows within specific assigned functional area. + Regulations for specific assigned functional area. **Skill in** + Advanced Skill in: + Communicating detailed information provided by insurance company to clearly provide financial advisors/agents with status and course of action + Relaying information to insurance carriers to help ensure best practices + Identifying potential issues related to licensing + 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. **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. + Bachelor's Degree Preferred. + OR ~ + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + None