Life Insurance Licensing Coordinator – Operations

Integrity; Dallas (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

PHP Agency LLC is seeking a Licensing Coordinator to oversee licensing activities, manage agreements, and ensure compliance. The role collaborates with internal teams, external associates, and legal advisors to streamline licensing processes.

The position emphasizes maintaining licensing records, coordinating with various departments, and driving efficiency in workflows within the Integrity family network in Dallas, Texas.

Qualifications

• Previous 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 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.

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.

Skills

Life insurance industry experience

Troubleshooting & problem-solving

Analytical skills

Attention to detail

Time management

Communication with sales reps

Tools

NIPR access

State DOI websites

Microsoft Word

Microsoft Excel

Job description

PHP Agency LLC is seeking a Licensing Coordinator to oversee licensing activities, manage agreements, and ensure compliance. The role collaborates with internal teams, external associates, and legal advisors to streamline licensing processes.

The position emphasizes maintaining licensing records, coordinating with various departments, and driving efficiency in workflows within the Integrity family network in Dallas, Texas.