Licensing Coordinator I

Integrity Marketing Group•Addison, TX

7d•Onsite

About The Position

PHP is a life insurance field marketing organization, founded in 2009 by visionary entrepreneur Patrick Bet David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides part-time or fulltime opportunities to individuals pursuing careers as life insurance agent. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate. The company was acquired in 2022 and is now a proud part of the Integrity family. PHP is headquartered at Fountain Place in downtown Dallas. This is a fully onsite role, Monday through Friday, 8:00 a.m. to 5:00 p.m. Job Summary The Licensing Coordinator I will provide a high level of support for our customers by receiving, reviewing, filing, and submitting contracts, licenses, applications, and various other types of administrative work. Process contracts and licensing for agent appointments with carriers in a timely manner with accuracy, as well as potentially confirming agent appointments.

Requirements

High school diploma or general education degree (GED); prior experience preferred but not required.
0-2 years of relevant experience
Communicates effectively in person, by phone, and in writing, demonstrating strong oral and written skills.
Applies reasoning and common sense to follow written and verbal instructions accurately.
Proficient in basic computer navigation and commonly used applications such as email, word processing, spreadsheets, the internet, and Adobe software.
Manages multiple tasks efficiently in a fast-paced environment, with strong planning and organizational abilities.
Adapts to changing business operations and works well both independently and as part of a team.

Responsibilities

Processes contracts and licensing for agent appointments with carriers in a timely manner with accuracy.
Compiles and verifies the accuracy of data to be entered.
Takes necessary action to ensure the data submitted is complete, correct, and accurate.
Records work completed, transmits entered information into database, and files or routes documents after entry.
Provides knowledgeable customer service by responding to customer inquiries regarding the status of submitted documents, as well as resolving questions, inconsistencies, or missing data from documents they submit.
Follows proper processes and procedures to ensure timely document turnaround and follow up
Processes updates, changes, and/or additions to contracts, licenses for agent appointments, licensing forms from carriers in system, and commission schedules for and from carriers in system.
New carrier and new agent onboarding
Special projects (such as software testing and implementation) may be assigned.
Perform other duties as assigned.