Vista previa de la oferta
Licensing Care Associate
Insurance
Job Description Summary
Job Description SummaryUnder limited supervision, provides support and assistance to Licensing Department to facilitate the processing of Insurance company contracting and appointment requests, as well as product and state training for our financial advisors/agents. Specialist is responsible for coordinating requirements gathering on behalf of the insurance company, communicating with carriers and financial advisor/agent as necessary throughout the licensing process. Identifying issues and working to resolve favorably. Specialist works closely with Licensing Associate and other team members to ensure client satisfaction. All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures.
Job Description
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
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: FinanceWork Experience
General Experience - 4 to 6 monthsCertifications
Travel
Less than 25%Workstyle
HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This 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. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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