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Licensing Specialist - Clearwater, United States - AmeriLife
Description
Our CompanyExplore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Description
Our Company
AmeriLife's strength is its mission:
to offer insurance and retirement solutions to help people live longer, healthier lives.
By putting its mission into practice, AmeriLife has become recognized as a national leader in developing, marketing, and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees.
For more than 50 years, AmeriLife has partnered with the nation's leading insurance carriers to provide value and quality to customers served through a national distribution network of over 200,000 insurance agents and advisors, over 50 marketing organizations, and nearly 50 insurance agency locations.
Job Summary
AmeriLife is in the midst of an exciting and significant transformation of its operational infrastructure to better serve the evolving needs of its stakeholders across the country.
The Licensing Specialist is a key contributor to the success of the licensing and contracting area and the business they support throughout the organization.
This person must be well organized, able to work with various insurance carrier representatives as well as partner with internal operations and key stakeholders simultaneously.
Job DescriptionDuties/Responsibilities
[The following reflects duties for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.]
Enter agent information into the contracting system
Conduct outreach to resolve licensing or 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
Communicate with the internal account management team to ensure agency and affiliate satisfaction
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 meetings
Engage Carriers and External Partners to efficiently resolve licensing issues
Fulfill Agent Release Requests as needed
Other duties as assigned
Qualifications
High School Diploma required; Bachelor's degree preferred
Self-starter with the ability to learn quickly
Highly skilled in attention to detail
Excellent organizational and time management skills
Positive approach to taking initiative and creative problem-solving
Proficient user of Microsoft Office Suite or similar (Excel, Word, Outlook)
Financial Services industry experience preferred
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