Insurance Associate/Licensing Specialist

Cerity Partners•Louisville, KY

6d•$60,000 - $90,000

About The Position

Primary Responsibilities Process client request forms including, but not limited to: Beneficiary Change Name, Ownership, or Address Change RMD processing EFT set up for premium payments Death Claims, emailing death certificate to carrier Manage firm database of licensed and certified advisors Review and monitor all insurance licenses for advisors to keep current and active Manage and handle all new agent licensing responsibilities Monitor when CE is due for an advisor, inform them, update spreadsheet when course completed. Follow required departmental checklists and procedures. Check and scan mail daily Retrieve carrier statements for commissions when required Complete agent terminations by sending letters and terminating agent record and state appointments in all required systems. Communicate with advisors, carriers and agencies via telephone or email. Provide excellent and friendly customer service to our clients and advisors Maintain records in Salesforce and BOX Qualifications: Bachelor’s degree preferred Prior experience in the insurance industry, including insurance licensing, preferred Strong time management and organizational skills Excellent written and verbal communication skills, with the ability to clearly and concisely convey information and tailor messaging to the intended audience High attention to detail with a strong commitment to accuracy Exceptionally organized and consistently professional in all interactions Proven ability to work effectively under pressure, manage multiple tasks, and prioritize responsibilities Ability to collaborate successfully in a team-oriented environment Demonstrated commitment to maintaining confidentiality and handling sensitive information appropriately Proficient in the use of email, internet resources, and Microsoft Office applications (Word, Excel, Outlook) Compensation Range: $60,000 - $90,000 Why Cerity Partners : Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.

Requirements

Strong time management and organizational skills
Excellent written and verbal communication skills, with the ability to clearly and concisely convey information and tailor messaging to the intended audience
High attention to detail with a strong commitment to accuracy
Exceptionally organized and consistently professional in all interactions
Proven ability to work effectively under pressure, manage multiple tasks, and prioritize responsibilities
Ability to collaborate successfully in a team-oriented environment
Demonstrated commitment to maintaining confidentiality and handling sensitive information appropriately
Proficient in the use of email, internet resources, and Microsoft Office applications (Word, Excel, Outlook)
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

Bachelor’s degree preferred
Prior experience in the insurance industry, including insurance licensing, preferred

Responsibilities

Process client request forms including, but not limited to: Beneficiary Change Name, Ownership, or Address Change
RMD processing
EFT set up for premium payments
Death Claims, emailing death certificate to carrier
Manage firm database of licensed and certified advisors
Review and monitor all insurance licenses for advisors to keep current and active
Manage and handle all new agent licensing responsibilities
Monitor when CE is due for an advisor, inform them, update spreadsheet when course completed.
Follow required departmental checklists and procedures.
Check and scan mail daily
Retrieve carrier statements for commissions when required
Complete agent terminations by sending letters and terminating agent record and state appointments in all required systems.
Communicate with advisors, carriers and agencies via telephone or email.
Provide excellent and friendly customer service to our clients and advisors
Maintain records in Salesforce and BOX