Licensing Coordinator - Life Insurance

integritymarketing; Dallas (TX); On-site; USD 52,000 - 72,000; Full time

Job summary

Integrity is seeking a Licensing Coordinator to oversee licensing activities, coordinate agreements, and ensure compliance. The role collaborates with internal teams, external partners, and legal advisors to streamline licensing processes.

Ideal candidates have insurance industry familiarity, strong analytical skills, and precise attention to detail. Proficiency with Microsoft Word and Excel is preferred; ability to manage schedules and reports is essential for success.

Qualifications

• Experience in life insurance industry preferred.
• Familiarity with NIPR and State Department of Insurance websites preferred.
• Ability to troubleshoot, problem solve and follow-up effectively.
• Strong research, analytical skills, and proficiency with math.
• Strick (sic) attention to detail and accuracy.
• Good time management skills.
• Understands how to work effectively with salespersons and strong personalities.

Responsibilities

• Collaborate with peers and team members to ensure optimal workflows.
• Look for ways to eliminate inefficiencies and backlogs.
• Recommend and assist in implementing process improvements.
• Conduct random quality reviews of work and calls to ensure policy adherence and accuracy.
• Resolve complex issues and handle escalated situations and calls.
• Prepare daily, monthly, quarterly, and annual reports to monitor productivity and trends.
• May take the lead on Projects as assigned.

Skills

Life Insurance experience

NIPR/DOI familiarity

Troubleshooting

Analytical skills

Detail oriented

Time management

Sales collaboration

Tools

Microsoft Word

Excel

Job description

Licensing Coordinator

About PHP Agency LLC

PHP is a life insurance field marketing organization, founded in 2009 by visionary entrepreneur Patrick Bet David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides part-time or fulltime opportunities to individuals pursuing careers as life insurance agent. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate.

The company is now a proud part of the Integrity family and located in Fountain Place - one of Dallas' most iconic skyscrapers.

Job Summary

This position offers a pivotal role in overseeing and executing licensing activities within our organization. The role requires responsibilities encompassing the coordination of licensing agreements, ensuring adherence to legal stipulations, and upkeeping precise licensing records. The role involves collaboration with internal departments, external associates, and legal advisors to streamline the licensing process.

Primary Responsibilities

• Collaborate with peers and team members to ensure optimal workflows.
• Look for ways to eliminate inefficiencies and backlogs.
• Recommend and assist in implementing process improvements.
• Conduct random quality review of work and phone calls (if applicable) to ensure adherence to company policy and procedures and to ensure quality and accuracy of associates' work.
• Resolve complex issues and handle escalated situations and calls.
• Prepare daily, monthly, quarterly, annual reports (as required) to monitor productivity, accuracy, and trends. Take corrective actions as necessary based upon results.
• May take the lead on Projects as assigned.

Primary Skills & Requirements

• Previous experience in life insurance industry preferred.
• Familiarity with NIPR and State Department of Insurance Websites preferred.
• Ability to trouble shoot, problem solve and follow-up effectively.
• Strong research, analytical skills, and proficiency with math
• Strick attention to detail and accuracy
• Proficient in Microsoft Word and Excel
• Good time management skills
• Understands how to work effectively with salespersons (new and experienced) and strong personalities.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.