Licensing Coordinator I

Integrity•Powell, OH

About The Position

Cornerstone Senior Marketing, an Integrity company, supports senior-market brokers with a full array of MA/MAPD, DSNP, PDP and ancillary products. Cornerstone exists to assist clients in growing and retaining a block of business by following business strategies focused on action-oriented principles and a culture that is passionate about driving success. Providing service in Ohio and the surrounding states, Cornerstone helps thousands of seniors enroll in Medicare-related plans every year. As one of the largest Medicare Supplement and Medicare Advantage distributors in the Midwestern United States, Cornerstone Senior Marketing delivers consistently creative solutions and amazing service. Cornerstone is based in Powell, Ohio. 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, Excel 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.