Licensing Care Associate

Raymond James•Saint Petersburg, FL

14d•Hybrid

About The Position

Under general supervision, provides support and assistance to Licensing Department to facilitate the processing of Insurance Licenses, company appointments and product training for our financial advisors/agents. Associate 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. All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures.

Requirements

High School diploma or equivalent with a minimum of 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.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
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.

Nice To Haves

Associate’s degree (A.A.) in Finance or Business related field from a two-year college or technical school and one (1) year 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.
An equivalent combination of education, experience and/or training approved by Human Resources.
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

Responsibilities

Perform review of license 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
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
Support Licensing Care Specialists with daily tasks as needed
Works with the Department of Insurance in all states as needed
Performs other duties and responsibilities as assigned