Licensing & Agent Onboarding Specialist

Transamerica; Philadelphia (Philadelphia County); Hybrid; USD 22,000 - 26,000; Full time

Job summary

Transamerica is seeking a specialist to manage agent contracting, licensing, and appointment processes for the Life & Protection division. The role involves ensuring proper forms, preparing state filings, and maintaining agent records in a hybrid in-office setting.

Three days per week in the office at a hub location (Philadelphia, Cedar Rapids, or Denver) with relocation not provided. Prior mainframe exposure and basic MS Word/Excel skills are preferred, along with strong communication and

Qualifications

• Up to 1 year work experience.
• Mainframe experience.
• Basic Word and Excel skills.

Responsibilities

• Review and audit the agent contract file for required forms and documents.
• Prepare the state specific licensing/appointment paperwork.
• Add the agents to the database.
• Maintain records, handle inquiries and conducts research as needed for the agent files.
• Process licensing paperwork to the appropriate states in a timely and accurate manner.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Analytical skills

Education

Associates degree preferred

Tools

Mainframe

Word

Excel

Job description

Transamerica is seeking a specialist to manage agent contracting, licensing, and appointment processes for the Life & Protection division. The role involves ensuring proper forms, preparing state filings, and maintaining agent records in a hybrid in-office setting.

Three days per week in the office at a hub location (Philadelphia, Cedar Rapids, or Denver) with relocation not provided. Prior mainframe exposure and basic MS Word/Excel skills are preferred, along with strong communication and