Life Insurance Contracting and Licensing Specialist

Integrity•Austin, TN

10d•Onsite

About The Position

Life Insurance Contracting & Licensing Specialist Lion Street Austin, TX About Lion Street Lion Street, an Integrity company, is a high-net-worth and business insurance market authority with expertise in sophisticated life insurance, wealth management and financial planning solutions. Based in Austin, Texas, Lion Street provides its elite network of independent firms and financial planning experts access to the financial products, intellectual capital and specialized resources needed to serve affluent clientele. Lion Street is strongly committed to building a highly collaborative network of financial professionals. Job Summary The Contracting and Licensing Specialist plays a vital role in facilitating the contracting process for agents within our organization. This position involves interacting with agents, insurance carriers, and internal teams to ensure a seamless onboarding experience.

Requirements

Prefer candidate with experience in the life insurance industry, in a multi-carrier environment.
Must have the ability to maintain a high level of accuracy, enthusiasm and dependability, and demonstrate a strong interest in providing exceptional customer support.
Strong communication and customer service skills
Willing to take initiative, exhibit creative thinking and take ownership of cases
Self-starter attitude and strong desire to provide excellent results
Prior experience with, or quick ability to effectively learn various computer software applications including, Agency Integrator (CRM), PaperClip (Document Management)
Experience with Microsoft Outlook, Word, Excel, PowerPoint and WebEx
Bachelor’s degree preferred
Ability to excel in a dynamic, fast-moving start-up company environment
The position is located in Austin, TX at our beautiful downtown office.

Responsibilities

Evaluate, process, and submit documentation required for agent appointments with various carriers.
Assist agents in establishing their profiles within SureLC, the online contracting platform used by the company.
Liaise with carrier representatives to track the status of contracting applications and identify any outstanding requirements.
Inform agents about any expired documents, missing information, or additional details needed by specific carriers.
Gather accurate and timely information from agents to meet carrier requirements.
Respond to inquiries related to licensing and contracting from LS staff and agents.
Record all important actions in the Agency Integrator and SureLC accounts for agents and firms.
Ensure that data is up-to-date in relevant systems, including maintaining agent codes for different carriers.
Guide agents to the correct resources for engaging with state insurance departments.
Oversee the administration of the SureLC system, ensuring all necessary carriers, forms, and data hierarchies are accurately maintained.
Set clear expectations with agents and internal staff regarding timelines for completing the contracting process.
Utilize a web-based document management system to efficiently organize and transmit necessary documents.