Insurance Licensing Coordinator — Hybrid Role

Raymond James; Troy (MI); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

Health benefits

Job summary

Raymond James is seeking an Associate to support the Licensing Department with processing of insurance company contracting and appointment requests, plus related product and state trainings for financial advisors/agents. You will coordinate requirements, communicate with carriers and advisors, and help resolve licensing issues in a timely manner.

The role involves collaboration with Licensing Specialists, handling inquiries, and following department policies.

Qualifications

• High School diploma or equivalent with a minimum of four (4) years’ experience in annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service related field preferred.
• Associate’s degree (A.A.) in Finance or Business related field from a two-year college or technical school and two (2) years’ experience in the same areas preferred.
• Bachelor’s Degree Preferred.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Responsibilities

• Review contracting applications, appointment requests, product training and requirements.
• Submit license and appointment requests on time.
• Input requirements into database and review for accuracy.
• Respond to inquiries regarding agent licenses and appointments.
• Send follow-up notices to financial advisors/agents until licensing requirements are completed.
• Address escalated issues and requests from financial advisors.
• Coordinate with the new business team on submitted business issues.
• Communicate with insurance companies regarding submitted business or issues.

Skills

Office procedures

Insurance operations

Process understanding

Regulatory awareness

Education

High School diploma

Associate’s degree in Finance or Business

Bachelor’s degree (Preferred)

Any equivalent combination

Job description

Raymond James is seeking an Associate to support the Licensing Department with processing of insurance company contracting and appointment requests, plus related product and state trainings for financial advisors/agents. You will coordinate requirements, communicate with carriers and advisors, and help resolve licensing issues in a timely manner.

The role involves collaboration with Licensing Specialists, handling inquiries, and following department policies.