AmeriLife is seeking a Licensing Specialist to process contracts for licensed insurance professionals and conduct agent or marketer outreach to resolve licensing and contracting open issues.
Requirements
- Process contracts for licensed insurance professionals
- Conduct agent or marketer outreach to resolve licensing and contracting open issues
- Monitor exception reports, research solutions and address exceptions as needed
- Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers
- Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction
- Integrate new agency and affiliate partners through onboarding intake calls, required paperwork processing, and associated processes
- Assist with direct agent onboarding
- Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality
- Utilize established performance management systems and processes
- Solve Salesforce cases as assigned
- Actively participate in team planning and process improvement activities
- Engage Carriers and External Partners to efficiently resolve licensing issues
- Fulfill Agent Release Requests as needed
Benefits
- PTO
- Medical
- Dental
- Vision
- Retirement Savings
- Disability Insurance
- Life Insurance