Licensing Case Manager

Legal & General America; Urbana (MD); Hybrid; USD 50,000 - 59,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

401K with company match

Pension

Job summary

Banner Life Insurance Company in Frederick, MD is seeking a detail‑oriented administrator to manage agent contracts, appointments, and compliance tasks within a high‑volume service environment.

The role requires 3+ years in customer service or administrative work, strong communication, and familiarity with life insurance products. This hybrid position offers onsite three days and remote two days per week, plus comprehensive benefits.

Qualifications

• High School diploma or equivalent; some college preferred.
• 3+ years in customer service/administrative role.
• 3+ years communication and processing experience.
• 1+ years of phone experience.
• Knowledge of life insurance products; related disciplines preferred.

Responsibilities

• Understand regulations to contract, appoint and maintain agents; ensure compliance with state regulations.
• Review agent contracts for completeness and accuracy; communicate missing information to agencies.
• Set up agent master and hierarchy records for proper contract and commission structures.
• Review due diligence reports to ensure acceptance within guidelines; escalate as needed.
• Appoint new agents across states; review DOI responses and generate executed contracts.

Skills

Excellent communication

Customer service

Analytical skills

Organizational skills

Typing 30-40 WPM

Detail oriented

Team player

Microsoft Office

Education

High School diploma or equivalent

Some college preferred

Tools

Microsoft Office (Word & Excel)

Job description

Overview

At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting‑edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better.

We're a forward‑thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand.

By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better.

Job Location

US-MD-Frederick

Responsibilities

• 1. Understand all regulations necessary to accurately contract, appoint and maintain agents. Utilize existing online references (e-pal) to ensure compliance with state regulations.
• 2. Review new agent contracts for completeness and accuracy. Add agent requirements to communicate missing or incomplete information to agencies while working in ALI.
• 3. Setup agent master and hierarchy records to ensure proper contract (level) and commission structures are entered.
• 4. Request and review due diligence reports (backgrounds) to ensure individual and/or entity is within pre-defined guidelines of acceptance. Forward any adverse reports to compliance area for further review and approval or declination.
• 5. Appoint all new agents with the respective state(s). Review all state DOI responses related to new appointments. Research responses and correct and/or obtain missing information to appoint agent. Generate executed agent contract, review information and route to proper entity.
• 6. Index all documents in image queue accurately while meeting or exceeding pre-defined productivity and quality standards.
• 7. Research tasks generated at time of submit related to agent problems (Unknown Agent, Hierarchy Error, Invalid state, etc.). Correct data and/or add requirements requesting information from agencies to meet or exceed pre-defined productivity and quality standards.
• 8. Process address changes, commission changes/assignments, agent transfers to meet or exceed pre-defined productivity and quality standards.
• 9. Review state agent renewal listings to ensure agent is active and appointed.
• 10. Review state (DOI) generated agent termination advisories. Terminate agent in system and send proper notification agent/agency.
• 11. Answer telephone calls accurately, courteously and with good customer service skills to meet or exceed pre-defined productivity and quality standards.
• 12. Ensure all voice-mail and email is responded to within 4 business hours.
• 13. Complete other assignments and goals as assigned.

Qualifications

Education

• High School diploma or equivalent
• Some college preferred

Experience / Knowledge

• 3+ years experience in a customer service/administrative related position
• 3+ years communication and processing experience
• 1+ years of phone experience
• Knowledge of life insurance products
• Life, Property and Casualty or Health insurance experience preferred

Skills

• Excellent communication skills, both verbal and written
• Strong Customer Service skills
• Analytical and technical skills
• Strong organizational skills and ability to prioritize
• Ability to work in fast paced environment
• Typing 30-40 WPM
• Detail oriented
• Ability to work independently and within a team environment
• High tolerance for repetitive tasks
• Knowledge of Microsoft Office (Word and Excel)

What's in it for you?

The expected hiring compensation range for this position is $49,500 - $59,400 annually. This is a hybrid opportunity working three days a week onsite in Frederick, MD, and two days a week from home.

The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year.

We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you!

If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.