Licensing Specialist – Frisco, TX
In Office
Responsibilities include but not limited to:
- Assisting new agents and agencies with completing the on-boarding process
- Entering and maintaining agent information within licensing system, including address changes, updating licenses and carrier appointments
- Ordering and reviewing background investigation reports and making business decisions based on company guidelines.
- Ensuring contracted agents are in compliance with required product training
- Monitoring the life cycle of agent appointments with various companies.
- Ensure agents are properly appointed.
- Manage renewal schedules.
- Mange appointment terminations.
- Researching and reviewing proper licensures for all active agents
- Properly handling and securing sensitive information from agents
- Monitoring department email box and respond in a timely manner
- Receiving and responding to agent calls and inquiries
- Addressing agent’s questions and or resolving complex matters.
- Ensuring data accuracy by performing periodic evaluations and updating as necessary
- Providing process improvement guidance and ideas to team members
- Staying abreast of industry trends, relevant laws, rules and regulations
- Maintaining Licensing drive/data
- Other duties and responsibilities as assigned.
Skills and Qualifications:
- Requires extreme attention to detail, time management and prioritization skills, and a strong sense of urgency.
- Working knowledge and experience with membership-based systems, data exchanges, and data transfer technologies
- Proficient use of Word, Excel, Outlook and the ability to learn various computer applications
- Ability to analyze information and make independent, logical conclusions
- Experience with process documentation and improvement
- Proficient typing skills
- Must be accurate, well organized, detail oriented and able to maintain focus
- Excellent oral and written communication and interpersonal skills
- Regular and predictable attendance required
- Self-starter with a willingness to learn and implement new technologies
- At least one (1) year work experience with agent licensing
- High School Diploma required
