- Perform various clerical duties and data entry with a high degree of accuracy.
- Ability to exercise judgmental decisions in an independent manner based on company guidelines.
- Ability to effectively communicate verbally and in writing.
- Must possess a complete understanding of agent licensing/coding, various agency functions and how they interrelate within the department and the company.
- Ability to meet department deadlines and efficiently handle distribution to appropriate parties. Complete understanding of the various agency contracts and state requirements relating to agent licensing.
- Ability to utilize various resources to gather information as needed to make informed decisions.
- Ability to handle diverse assignments as become necessary in the department- such as internal audit, compliance discussions as well as handling complaints as needed.
- Minimum typing requirement of 40 wpm.
- Ability to operate standard office equipment as well as various software packages required by the department,
- Proficient in Word, Excel, Outlook.
- Ability to learn other programs and applications.
- Ability to understand and apply a variety of oral and written instructions.
- Demonstrates initiative.
- Must be organized with attention to detail in order to meet necessary deadlines.
- Must be flexible to changes in processes and procedures as determined by management or Regulatory entities.
- Proficient communication skills including proper grammar, word usage, and punctuation in writing and verbally.
- Ability to meet department production requirements with efficiency and accuracy.
- Reliable and predictable attendance of your assigned shift
- Ability to work full time and/or part time based on the position specifications.
- Must possess a High School diploma or equivalent thereof.
- Experience should include at least 1- year successful sales administration.
- One year experience in the agency department.
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Agent Licensing Support Specialist - Waco, United States - American Income Life
Description
Job DescriptionAgent Licensing Specialist Position - Full Time with the ability to work-from-home.
When you join American Income Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that take pride to help Make Tomorrow Better. You'll have the opportunity to grow your career while developing personally and professionally.
Job Summary
American Income Life is seeking an experienced Agent Licensing Specialist to agent and Licensing department. In this role, your primary responsibility will be initiating and/or monitoring the life cycle of agents to enable them to sell products for the company. Direct contact with policyholders, agents and customers by telephone, e-mail, fax and written correspondence occurs regularly. Responsibilities include collecting, cleaning, recording and retrieval of information/data from multiple sources. Responsible for the independent evaluation of source documents, verification for accuracy, updating internal and external systems as applicable, prepare reports and manage data storage and retrieval systems, as well as providing exceptional quality customer service in a timely manner. All tasks for the Licensing Specialist require extreme detail, is considered time sensitive and must be acted upon with a sense of urgency.
Job Duties & Responsibilities: