Licensing Records & Data Specialist

Florida; Tallahassee (FL); Sur place; USD 389 000 - 465 000; Plein temps

Résumé du poste

The State of Florida's Department of Financial Services is seeking a Document Specialist in Tallahassee to review, index and file licensing documents, including fingerprints and demographic information, to support license eligibility.

The role includes processing mail, assisting applicants on the Agent Licensing Helpline, and ensuring compliance with Florida statutes and agency procedures; a high school diploma is required, some college preferred, and a background check is required.

Qualifications

• Knowledge of data collection and analysis.
• Knowledge of basic management principles and practices.
• Ability to collect, evaluate and analyze data to develop alternative recommendations, solve problems, document workflow and other activities relating to improvement of operational and management practices.
• Ability to organize data into logical format for presentation in reports, documents and other written materials.
• Ability to conduct fact-finding research.
• Ability to utilize problem-solving techniques.
• Ability to work independently.
• Ability to understand and apply applicable rules, regulations, policies and procedures relating to operational and management analysis activities.
• Ability to plan, organize and coordinate work assignments.
• Ability to communicate effectively.
• Ability to establish and maintain effective working relationships with others.

Responsabilités

• Reviews, analyzes, catalogs and indexes documents to the licensee’s record that are used in determining eligibility of the licensees’ application qualifications.
• Reviews for fingerprint result submissions from the FDLE and FBI to determine if there is sufficient information or if additional processing is required.
• Reviews and analyzes notifications sent to the Records Unit by the NAIC via the NIPR email folder.
• Files and indexes final orders, declaratory statements, paper applications and other related documents associated with licenses’ files which are verified for quality and accuracy and prepared for storage.
• Oversee, manage, and process the daily mail to the Bureau of Licensing, distributing those documents received to be reviewed, analyzed, cataloged and indexed to the appropriate licensee or applicant file.
• Assist licensees and applicants on the Agent Licensing Helpline with phone calls concerning fingerprints, bonds and other inquiries relating to obtaining and maintaining an insurance license.
• Reviews and evaluates Non-Regulatory Applications, those without criminal history, administrative actions, civil actions, FINRA actions or actions taken against other issued license types to determine eligibility for licensure in accordance with Florida statutes, rules, department policies, and procedures.
• Manages the collection, disposal and destruction of documentation records according to record retention guidelines, working with the local vendor, and maintaining sufficient records of document destruction and retention schedules.
• Reviews and processes Bail Bond Agent appointment forms.
• Prepares supporting documents as required for legal processing of all files with criminal history records, to ensure appropriate enforcement activities are investigated appropriately.
• Performs related work as required.

Connaissances

Data collection & analysis

Management principles

Analysis & recommendations

Data organization for reports

Fact-finding research

Problem-solving techniques

Independent work

Understanding rules & procedures

Planning & coordination

Effective communication

Relationship building

Formation

High School diploma or equivalent

Some college education

Description du poste

The State of Florida's Department of Financial Services is seeking a Document Specialist in Tallahassee to review, index and file licensing documents, including fingerprints and demographic information, to support license eligibility.

The role includes processing mail, assisting applicants on the Agent Licensing Helpline, and ensuring compliance with Florida statutes and agency procedures; a high school diploma is required, some college preferred, and a background check is required.