Life Insurance Contracting and Licensing Specialist
Integrity Marketing Group LLC
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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About the role
- 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.
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
Benefits
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Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data managementdocumentation processingcontractingagent profile managementcustomer support
Soft Skills
communicationcustomer serviceinitiativecreative thinkingdependability
Certifications
Bachelor's degree