Licensing Coordinator (Hybrid)
About The Position
Responsible for managing agency licensing, appointments, terminations, and agency record changes while ensuring compliance with state insurance regulations and company policies. Maintains accurate agency and producer data, processes licensing transactions through SIRCON and related systems, conducts data reconciliations and compliance reviews, and responds to licensing validation requests. Supports regulatory compliance by monitoring licensing requirements, maintaining database integrity, and providing timely, accurate service to agents, agencies, and internal business partners.
Requirements
- High School Diploma or Equivalent required
- Minimum of 2 years involving insurance licensing preferred
- 2-4 years of experience
Nice To Haves
- Associates Degree preferred
- Insurance course work preferred
Responsibilities
- Process new agency appointments, terminations, and agency changes submitted through our sales rep and underwriting teams.
- Accurately update agency information while ensuring that our company licensing operations are following state regulations.
- Utilize SIRCON to process licensing information including background checks, license validation, appointment processing, database syncs, and data reconciliations.
- Validate and, if necessary, override licensing validation requests generated from our policy systems.
- Utilize @YourService to update the agency ACE profile.
- Access state insurance department web sites as needed to perform duties in compliance with state regulations as well as verify/revise agency and individual agent licenses/appointments.
- Follow all internal documented licensing procedures and successfully maintain a strong quality assurance score.
- Review and investigate batch errors that occur from the overnight feed to identify/rectify the root cause.
- Review documents pertaining to an agency sale, change in ownership, or change in name to determine proper entry of agency information.
- Use Wrike to manage daily tasks and track time spent on those tasks.
- Utilize the MainFrame system to input agency information.
- Performs other duties as assigned.
- Conforms with all corporate policies and procedures.
Benefits
- Medical and Prescription Drug Benefit
- Dental Benefit
- Vision Benefit
- Life Insurance and Disability Benefits
- 401(k) Profit Sharing and Investment Plan
- Health Savings Account (HSA)
- Flexible Spending Accounts
- Tuition Assistance, Training, and Professional Designations
- Company-Paid Family Leave
- Adoption/Surrogacy Assistance Benefit
- Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
- Student Loan Refinancing Services
- Care.com Membership with Back-up Care, Senior Solutions
- Business Travel Accident Insurance
- Matching Gifts program
- Paid Volunteer Day
- Employee Referral Award Program
- Wellness programs
- Personal Insurance Discount
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
