Licensing & Registration Analyst

American Fidelity • Oklahoma City, OK

2d

About The Position

American Fidelity is a certified Great Place to Work for All! No matter where you work in the organization, you have a chance to make a difference. Our culture focuses on helping Colleagues to be their best! We work hard to make a difference to our Customers and community, focus on teamwork and collaboration and always offer a different perspective - a different opinion. We want to meet you! Share your information directly with our American Fidelity recruiting team and join our talent pipeline! American Fidelity specializes in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services. We’re focused on offering a different opinion to our Customers – making things easier for them by providing benefits administration and education. For our policyholders, we help provide financial security through our benefit offerings, which provide coverage for some of life’s worst events – cancer, accidents, critical illnesses, death and more – and for some of life’s best – childbirth, retirement and more. Learn more about us!

Requirements

• Three to five years experience in agent licensing and appointing
• Proficiency with PC Windows-based software, including Microsoft Office applications
• Exceptional typing skills
• Excellent written and verbal communication and organizational skills to obtain missing information and resolve problems that occur in a timely and courteous manner
• Detail-oriented
• Work well in difficult and stressful situations
• Able to prioritize and adapt to changing priorities
• Exceptional knowledge of state compliance issues pertaining to agent licensing and appointments
• Extensive broad-based knowledge of (FINRA) and states securities regulations as well as state insurance laws governing Life, Health and Variable Annuity licensing and appointments
• Operational knowledge of AFA’s proprietary mainframe systems (AGNT, COMM etc.) as well as FINRA WebCRD and various vendor software programs used in the appointment process
• Must be familiar with agency and captive distribution systems

Responsibilities

• Review and process license/appointment applications and terminations utilizing valid resources to ensure American Fidelity Assurance Company’s (AFA’s) compliance with federal and state regulations.
• Apply state and federal regulations and AFA guidelines in assessing bankruptcy, civil and criminal activities, etc.
• Monitor and schedule Life and Health agents’ licensing continuing education classes, and track and notify account managers of their license renewal dates.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed