Licensing Coordinator I

Integrity•Burlington, NC

About The Position

The Licensing Coordinator I provides administrative support to customers by receiving, reviewing, filing, and submitting contracts, licenses, applications, and other documents. The role processes carrier contracts and licensing for agent appointments accurately and promptly, and may confirm agent appointments. It also provides customer service regarding submitted documents and supports onboarding, updates, and special projects.

Requirements

High school diploma or GED.
0–2 years of relevant experience; prior experience is preferred but not required.
Effective in-person, telephone, and written communication skills.
Ability to use reasoning and common sense to follow written and verbal instructions accurately.
Proficiency with basic computer navigation and commonly used applications, including email, word processing, spreadsheets, the internet, and Adobe software.
Ability to manage multiple tasks in a fast-paced environment, with strong planning and organizational abilities.
Ability to adapt to changing business operations and work independently as well as with a team.

Nice To Haves

Prior relevant experience.

Responsibilities

Process contracts and licensing for agent appointments with carriers accurately and in a timely manner.
Compile and verify data before entry, and take action to ensure submitted data is complete and correct.
Record completed work, enter information into the database, and file or route documents after entry.
Respond to customer inquiries about submitted-document status and resolve questions, inconsistencies, or missing information.
Follow processes and procedures to support timely document turnaround and follow-up.
Process updates, changes, and additions to agent appointment contracts, licenses, carrier licensing forms in the system, and carrier commission schedules.
Support new carrier and new agent onboarding.
Perform special projects, such as software testing and implementation, as assigned.
Perform other duties as assigned.