Licensing Specialist

Prosperity Life Group; Austin (TX); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a detail-oriented individual to manage agent licensing processes. In this role, you will be responsible for maintaining accurate records, ensuring compliance with training requirements, and facilitating communication with agents. This position requires effective communication skills and basic computer proficiency, making it ideal for someone with a background in the insurance industry. Join a professional office environment where your contributions will help streamline licensing processes and support agents in their compliance efforts.

Qualifications

• Basic computer skills and effective communication are essential.
• Knowledge of insurance licensing is a plus.

Responsibilities

• Facilitate processing of agents' licenses and ensure compliance.
• Maintain accurate agent records and communicate with agents.

Skills

Microsoft Office (Excel, Word, Outlook)

Effective communication skills

Insurance licensing knowledge

Customer service skills

Education

Some College or Associate’s Degree

Two years in the insurance industry

Tools

External vendor software

Job description

Posted Tuesday, April 22, 2025 at 5:00 AM

Job Summary

Position is responsible for facilitating the processing of agents’ licenses by organizing, compiling data and submitting required forms/information on a timely basis with various state insurance departments.

Essential Functions

• Maintain details and databases to ensure licenses are renewed on a timely basis
• Ensures contracted agents are in compliance with required training, including NWL product training and state mandated training(s)
• Communicates with agents regarding contracts, changes and requests information to maintain compliance with licensing requirements
• Maintains and processes state licensing/appointments renewals and termination
• Works with external vendor software to track training requirements
• Maintains agent documents in internal systems
• Create, update, and maintain accurate agent records
• Communicate with agents in English and/or Foreign Language.
• Review, sort, and distribute monthly agent reports to agents and other NWL departments

Knowledge, Skills & Abilities

• Basic computer skills including Microsoft Office (Excel, Word and Outlook); PDFs
• Effective communication skills for sharing appropriate information with Agents and vendors;
• Insurance licensing knowledge a plus.
• Strong telephone skills and customer service

Education & Experience

• Some College, Associate’s Degree or two years in the insurance industry.

Licenses & Certifications

• None required
• Completion of LOMA insurance courses I and II required within first year of employment.
• No Supervision responsibilities
• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
• Regular and predictable attendance is required. Overtime may be required at peak times.
• The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Statement of Other Duties Proviso:

· The information contained in this job description is not intended to be an all-inclusive list of duties and responsibilities, skills and abilities, or other listed requirements.

· Management may, at its discretion, assign, reassign, or add additional duties and responsibilities to this job at any time.

· The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.