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Licensing & Registration Analyst

American Fidelity

* Review and process license/appointment applications and terminations utilizing valid resources to ensure American Fidelity Assurance Company's (AFA's) compliance with federal and state regulations .

*Apply state and federal regulations and AFA guidelines in assessing bankruptcy, civil and criminal activities, etc.

*Monitor and schedule Life and Health agents' licensing continuing education classes, and track and notify account managers of their license renewal dates.

Technical skills and requirements:

  • Three to five years experience in agent licensing and appointing
  • Proficiency with PC Windows-based software, including Microsoft Office applications
  • Exceptional typing skills
  • Excellent written and verbal communication and organizational skills to obtain missing information and resolve problems that occur in a timely and courteous manner
  • Detail-oriented
  • Work well in difficult and stressful situations
  • Able to prioritize and adapt to changing priorities
  • Exceptional knowledge of state compliance issues pertaining to agent licensing and appointments
  • Extensive broad-based knowledge of (FINRA) and states securities regulations as well as state insurance laws governing Life, Health and Variable Annuity licensing and appointments
  • Operational knowledge of AFA's proprietary mainframe systems (AGNT, COMM etc.) as well as FINRA WebCRD and various vendor software programs used in the appointment process
  • Must be familiar with agency and captive distribution systems

#AFC
Vacancy posted 2 days ago
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