Licensing Coordinator

Licensing Coordinator I

North American Senior Benefits focuses on final expense life insurance while offering additional product options in the senior market as well. Based in Georgia, NASB distributes its products through a vast network of more than 5,000 agents across the nation. The family-like atmosphere of success has helped NASB become one of the nation's largest agencies.

The Licensing Coordinator I will provide a high level of support for our customers by receiving, reviewing, filing, and submitting contracts, licenses, applications, and various other types of administrative work. Process contracts and licensing for agent appointments with carriers in a timely manner with accuracy, as well as potentially confirming agent appointments.

Primary Responsibilities:

• Processes contracts and licensing for agent appointments with carriers in a timely manner with accuracy.
• Compiles and verifies the accuracy of data to be entered.
• Takes necessary action to ensure the data submitted is complete, correct, and accurate.
• Records work completed, transmits entered information into database, and files or routes documents after entry.
• Provides knowledgeable customer service by responding to customer inquiries regarding the status of submitted documents, as well as resolving questions, inconsistencies, or missing data from documents they submit.
• Follows proper processes and procedures to ensure timely document turnaround and follow up
• Processes updates, changes, and/or additions to contracts, licenses for agent appointments, licensing forms from carriers in system, and commission schedules for and from carriers in system.
• New carrier and new agent onboarding
• Special projects (such as software testing and implementation) may be assigned.
• Perform other duties as assigned.

Primary Skills and Requirements:

• High school diploma or general education degree (GED); prior experience preferred but not required.
• Capacity to read, write, and comprehend simple instructions, short correspondence, and memos.
• Capability to effectively present information in person, over the phone, and in writing.
• Capable of applying reasoning and common sense understanding to carry out written or oral instructions.
• Possess basic computer navigation skills and knowledge or familiarity of basic computer programs/applications including but not limited to email, word processing, spreadsheet programs, internet, Adobe, etc.
• Multi line phone skills.
• Good oral and written communications.
• Ability to plan and organize.
• Adaptation to changing business operations
• Ability to multi-task while working in a fast-paced environment
• Effectively able to work independently and part of a team