Insurance Licensing Coordinator - Process and Support

Raymond James Financial, Inc.; Troy (MI); Presencial; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

Raymond James Financial, Inc. is seeking a Licensing Associate to support the Licensing Department with processing insurance company contracting and appointment requests, and to provide product and state training for financial advisors/agents.

You will coordinate requirements, communicate with carriers and advisors, identify issues, and help resolve licensing-related questions to ensure client satisfaction.

Formación

• Minimum four years’ experience in annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service related field preferred.
• Bachelor’s degree preferred.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Responsabilidades

• Review contracting applications, appointment requests, product training and requirements.
• Submit license and appointment requests.
• 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.
• Respond to escalated issues and requests from financial advisors.
• Coordinate with new business team on issues related to submitted business.
• Communicate with insurance companies regarding submitted business or issues.
• Work with financial advisor and insurance companies on escalated cases.
• Monitor licensing mailbox for timely resolution.
• Escalate problems to management as needed.
• Participate in special projects related to Insurance Licensing Initiatives.
• Perform other duties as assigned.

Educación

High School diploma

Associate’s degree in Finance or Business

Bachelor’s degree

Any equivalent combination of experience, education, and/or training

Descripción del empleo

Raymond James Financial, Inc. is seeking a Licensing Associate to support the Licensing Department with processing insurance company contracting and appointment requests, and to provide product and state training for financial advisors/agents.

You will coordinate requirements, communicate with carriers and advisors, identify issues, and help resolve licensing-related questions to ensure client satisfaction.