Licensing Specialist

AmeriLife•Clearwater, FL

1d•Onsite

About The Position

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Requirements

High School Diploma required
Self-starter with ability to learn quickly
Highly skilled in attention to detail
Excellent organizational, communication and time management skills
Positive approach to taking initiative and creative problem solving
Proficient user of Microsoft Office Suite or similar (Excel, Word, PowerPoint)

Nice To Haves

Bachelor’s degree preferred
Financial Services industry experienced preferred

Responsibilities

Process contracts for licensed insurance professionals
Conduct agent or marketer outreach to resolve licensing and contracting open issues
Monitor exception reports, research solutions and address exceptions as needed
Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers
Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction
Integrate new agency and affiliate partners through onboarding intake calls, required paperwork processing, and associated processes
Assist with direct agent onboarding
Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality
Utilize established performance management systems and processes
Solve Salesforce cases as assigned
Actively participate in team planning and process improvement activities
Engage Carriers and External Partners to efficiently resolve licensing issues
Fulfill Agent Release Requests as needed
Other duties as assigned