Licensing Case Manager

Legal & General America • Frederick, MD

4d • $48,500 - $55,000 • Hybrid

About The Position

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we’re working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures.
We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals, and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture.
The Licensing Case Manager will execute agent contracts, appointments, terminations, renewals and all other licensing related tasks to meet or exceed pre-defined productivity and quality standards. Complete other administrative duties and projects as directed by management.

Requirements

• High School diploma or equivalent
• 3+ years experience in a customer service/administrative related position
• 3+ years communication and processing experience
• 1+ years of phone experience
• Excellent communication skills, both verbal and written
• Strong Customer Service skills
• Analytical and technical skills
• Strong organizational skills and ability to prioritize
• Ability to work in fast paced environment
• Typing 30-40 WPM
• Detail oriented
• Ability to work independently and within a team environment
• High tolerance for repetitive tasks
• Knowledge of Microsoft Office (Word and Excel)

Nice To Haves

• Some college preferred
• Knowledge of life insurance products
• Life, Property and Casualty or Health insurance experience preferred

Responsibilities

• Understand all regulations necessary to accurately contract, appoint and maintain agents. Utilize existing online references (e-pal) to ensure compliance with state regulations.
• Review new agent contracts for completeness and accuracy. Add agent requirements to communicate missing or incomplete information to agencies while working in ALI.
• Setup agent master and hierarchy records to ensure proper contract (level) and commission structures are entered.
• Request and review due diligence reports (backgrounds) to ensure individual and/or entity is within pre-defined guidelines of acceptance. Forward any adverse reports to compliance area for further review and approval or declination.
• Appoint all new agents with the respective state(s). Review all state DOI responses related to new appointments. Research responses and correct and/or obtain missing information to appoint agent. Generate executed agent contract, review information and route to proper entity.
• Index all documents in image queue accurately while meeting or exceeding pre-defined productivity and quality standards.
• Research tasks generated at time of submit related to agent problems (Unknown Agent, Hierarchy Error, Invalid state, etc.). Correct data and/or add requirements requesting information from agencies to meet or exceed pre-defined productivity and quality standards.
• Process address changes, commission changes/assignments, agent transfers to meet or exceed pre-defined productivity and quality standards.
• Review state agent renewal listings to ensure agent is active and appointed.
• Review state (DOI) generated agent termination advisories. Terminate agent in system and send proper notification agent/agency.
• Answer telephone calls accurately, courteously and with good customer service skills to meet or exceed pre-defined productivity and quality standards.
• Ensure all voice-mail and email is responded to within 4 business hours.
• Complete other assignments and goals as assigned.

Benefits

• Employee benefits include health, life, and dental insurance
• 401K with company match up to 6% as well as a pension package
• generous time off
• wellbeing initiatives throughout the year
• professional development
• Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance.
• 10 vacation days and 10 sick days that are accrued on a bi-weekly basis.
• Employees also have 9 paid holidays throughout the calendar year.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees