Licensing Case Manager

Banner Life family of companies•Frederick, MD

8d•$49,500 - $59,400•Hybrid

About The Position

The Licensing Case Manager executes agent contracts, appointments, terminations, renewals, and other licensing-related tasks while meeting or exceeding established productivity and quality standards. The role also handles administrative duties and projects assigned by management. It is a hybrid position with three days per week onsite in Frederick, Maryland, and two days per week working from home.

Requirements

High school diploma or equivalent.
At least 3 years of experience in a customer service or administrative-related position.
At least 3 years of communication and processing experience.
At least 1 year of phone experience.
Knowledge of life insurance products.
Excellent verbal and written communication skills.
Strong customer service skills.
Analytical and technical skills.
Strong organizational skills and ability to prioritize.
Ability to work in a fast-paced environment.
Typing speed of 30–40 words per minute.
Detail-oriented.
Ability to work independently and as part of a team.
High tolerance for repetitive tasks.
Knowledge of Microsoft Office, including Word and Excel.

Nice To Haves

Some college.
Life, Property and Casualty, or Health insurance experience.

Responsibilities

Understand regulations required to contract, appoint, and maintain agents accurately, using existing online references to ensure compliance with state regulations.
Review new agent contracts for completeness and accuracy; add requirements in ALI to communicate missing or incomplete information to agencies.
Set up agent master and hierarchy records to ensure the correct contract levels and commission structures are entered.
Request and review due diligence and background reports against established acceptance guidelines; forward adverse reports to Compliance for further review and approval or declination.
Appoint new agents in the applicable states; review state DOI responses, research issues, correct or obtain missing information, generate and review executed agent contracts, and route contracts to the appropriate entity.
Accurately index documents in the image queue while meeting or exceeding established productivity and quality standards.
Research tasks generated at submission related to agent problems, correct data or request information from agencies, and meet or exceed productivity and quality standards.
Process address changes, commission changes or assignments, and agent transfers to established productivity and quality standards.
Review state agent renewal listings to ensure agents are active and appointed.
Review state DOI-generated agent termination advisories, terminate agents in the system, and send appropriate notifications to agents or agencies.
Answer telephone calls accurately and courteously using good customer service skills while meeting or exceeding established productivity and quality standards.
Respond to all voicemail and email within four business hours.
Complete other assignments and goals as assigned.

Benefits

Sign-on bonus and long-term incentives may be included in the total compensation package.
Annual Incentive Plan eligibility; current target payment is 3% of base salary, modified according to corporate and individual performance and prorated based on start date.
10 vacation days and 10 sick days accrued biweekly.
9 paid holidays per calendar year.
Health, life, and dental insurance.
401(k) with company match up to 6%.
Pension package.
Wellbeing initiatives.
Professional development and career mentoring.
Paid time off to volunteer.