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The Licensing and Registration Associate plays a crucial role in ensuring that all necessary paperwork is filed promptly with state and government agencies. This position involves managing and processing carrier appointments, renewals, and invoices for representatives, as well as assisting them with continuing education inquiries. The associate will also research and resolve complex issues related to the insurance licensing process and maintain data for various registration and disclosure systems.
Responsibilities
Ensure timely filing of paperwork with state and government agencies.
Manage and process representatives' carrier appointments, renewals, and invoices.
Assist representatives with continuing education questions and study materials.
Research and resolve unique situations and complex errors related to the insurance licensing process.
Maintain data for internal and external registration and disclosure systems, including FINRA WebCRD, IARD, NFA, and NMLS.
Contribute to the development and improvement of procedures, processes, and workflows to increase efficiencies.
Act as the first point of contact for representatives' Licensing & Registration questions.
Process all licensing and appointments, including appointing agents and brokers.
Requirements
1+ year of professional work experience or an Associate's or Bachelor's degree completed.
Benefits
Medical, dental & vision insurance
Critical Illness, Accident, and Hospital insurance
401(k) Retirement Plan with pre-tax and Roth post-tax contributions
Voluntary Life & AD&D insurance for employees and dependents