General Description: Responsible for licensing support of associates and business entities in the organization with new applications, renewals, affiliations and notifications.

Responsibilities:

• Perform all tasks related to Licensing responsibilities as required.

• Manage all license renewal submissions 45-60 days prior to expiration.

• Manage new license applications for associates and business entities.

• Manage associate name change submissions with applicable insurance departments.

• Manage resident license change for associates moving from one state to another. 

• Handle producer affiliations and address changes (agent transfers, on-boarding & terminations).

• Responsible for conducting regular licensing audits to ensure associate and business entity compliance.

• Manage all internal notifications and escalations in advance of license expiration dates.

• Manage daily aspects of the Enterprise Licensing Center software including data input and supplying weekly status reports.

• Assist with complex projects.

• Read and apply state statutes as necessary to insurance licensing.

• Responsible for being content expert for all licensing functions.

• Assist in the development of compliance/licensing programs, policies, and procedures to enhance the organization's strategic objectives.

• Communicate successfully with state regulators.

• Relationship building with team members around the country.

• Actively participate in personal and professional development opportunities.

• Perform related work as required.

• Represent the company in a professional manner.

Knowledge, Skills and Abilities:

• A Bachelor's degree in Business Administration, Accounting, or related field or comparable industry experience.

• Preferred one year of experience in Compliance or Licensing.

• Commitment to obtaining Health & Disability or Property and Casualty license within 6 months of hire date.

• Proficiency with all Microsoft Office Outlook, Word and Excel.

• Ability to manage and prioritize effectively a high volume of work with multiple deadlines.

• Excellent communication, interpersonal skills and a positive attitude.

• Ability to act and operate independently with minimal daily direction to accomplish objectives.

• Ability to apply continual process improvement and help create efficiencies.

• Ability to interact professionally with all levels within the organization and state insurance departments.

• Very Strong detail and organizational skills.

• Must be a team player and willing to work in a collaborative environment.

• Intellectual curiosity and desire to learn.

Physical Demands

Work is performed in a climate controlled office environment with minimal noise and limited to no exposure to chemicals or toxins.  Employees operate office equipment including; telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner and mail machine.  Physical tasks of job include; walking, sitting, standing, bending and typing.

Analysis of Physical Demands:

• Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.

• Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.

• Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.

• Rarely  (< than 1 hour per week) work performed  requires Lifting/Carrying  items that range from 10-50lbs, pushing/pulling  items that range from 10-50lbs, twisting/ turning including reaching over shoulder or above head , kneeling or squatting.