Administrative Licensing & Contracting Coordinator

Premier Financial Alliance • Suwanee, GA

10d • $42,500 - $47,500 • Hybrid

About The Position

As the Licensing and Contracting Coordinator, you will accurately and timely process appointments, hierarchies and contracts in compliance with state and federal licensing rules and regulations. The candidate must be customer service oriented, contracting services to the agents and fellow employees of PFA, while supporting the company's growth and improvement of processes.

Requirements

• 1-2 years experience in a home office or field office setting, preferably in the insurance or other regulated financial services industry
• Familiarity in dealing with state insurance regulations and contracting
• Intermediate proficiency in Microsoft Office Suite (Word, Excel)
• Ability to utilize multiple monitors
• Ability to work in a fast-paced environment
• Strong interpersonal skills and attention to details
• Establish and maintain effective working relationships with those contacted in the course of work
• Successfully passing a background check

Nice To Haves

• Experience with Monday, Slack, Parabola, Pandadoc and Help Scout

Responsibilities

• Review and submit contracting online or via email to various carrier partners to appoint agents
• Process and submit hierarchies for new agents and agent changes
• Order and process Errors and Omissions certificates and upload for agent once certificate is received
• Process agent resignations or terminations
• Review requests for agent internal transfers and process once approved by the EFC
• Work with the field to update AML training for carrier compliance requirements
• Continually make adjustments for changes in workflow and demand for services.

Benefits

• HRA allowance for health insurance premiums and expenses
• 401(k) plan with 3% Safe Harbor company contribution
• 14 days paid time off plus holidays
• Hybrid work arrangement (3 days in office weekly; minimum 90-day in-office training period required)
• Office amenities including coffee and snacks
• Company social and fitness challenges

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed