(Remote) Licensing and Contracting Coordinator

Lenox Advisors; Pleasant Hill (CA); Remote; USD 61,000 - 68,000; Full time

Job summary

Lenox Advisors is seeking a Remote Licensing and Contracting Coordinator to manage contracting processes and ensure compliance for new Relationship Managers. The role involves liaising with compliance teams, facilitating insurance licensing, and supporting staff training. Join a company dedicated to providing robust wealth management and insurance solutions.

Benefits

Competitive salary

PTO and paid holidays

401(k) with match

Health and wellness programs

Exclusive discount programs

Qualifications

• Experience with insurance and compliance processes is valuable.
• Strong organizational skills and attention to detail are essential.
• Bachelor's degree or equivalent experience preferred.

Responsibilities

• Facilitate contracting for new Relationship Managers with insurance carriers.
• Assist staff onboarding from a compliance/licensing standpoint.
• Track documentation and licensing for compliance purposes.

Skills

Organizational skills

Attention to detail

Communication

Education

Bachelor's degree preferred

Job description

(Remote) Licensing and Contracting Coordinator

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Who We Are

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique.

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Who We Are

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique.

Position Summary

Responsible for all aspects of contracting for new Relationship Managers with the insurance carrier and the associated broker dealer. Also responsible for assisting with staff onboarding from a compliance/licensing standpoint. Provide back up support, as needed, with regards to carrier appointments, appointment validations, and licensing maintenance.

Job Accountabilities

Insurance Carrier Contracting

• Facilitate new Relationship Manager Candidates completing the online agent employment application
• Request Background checks and liaise with internal compliance and candidate to obtain required documentation if adverse information comes up
• Assist Relationship Manager Candidates in completing the process to obtain their resident insurance license
• Coordinate submission of all required documentation to carrier for agent contracting
• Maintain all demographic and contracting information in our Database, MOSAIC
• Obtain E&O Certificates for new Relationship Managers
• Facilitate getting additional contracts for Relationship Managers executed as needed including Financing
• Assign and track required trainings to new Relationship Managers
• Utilize our database, MOSAIC, to track and communicate regarding all aspects of the role
  
  
  

Broker Dealer Registration

• Assist new Relationship Manager Candidates with completing/updating their U4 for submission to the broker dealer, MML Investor Services
• Liaise with internal compliance, broker dealer representative and Relationship Manager Candidate to obtain required documents and complete proper disclosure forms for any background items that arise
• Complete/compile all required supporting documentation to facilitate the registration of the Relationship Manager Candidate with the broker dealer
• Facilitate fee payment/opening testing windows for Securities Series exams for Relationship Manager Candidates who need additional exams
• Complete required forms and facilitate fee payment to facilitate CRIA affiliation
  
  
  

Staff Contracting

• Partner with HR to facilitate the staff NRF process
• Assign and track NFP training to new staff members
• Facilitate the process for designated staff members to become affiliated with our Broker Dealer and or obtain a MassMutual Agent Contract
• Partner with the L&C team to renew all Relationship Manager and Staff Securities Licenses
• Submit the termination form for staff offboarding
  
  
  

Licensing and Appointments

• Provide backup support for processing entity and individual insurance and securities licenses (new & renewals) for partners, staff and Relationship Managers as needed/approved
• Provide backup support in establishing carrier appointments for all product lines for Partners, staff, Relationship Managers and joint venture partners
• Provides backup support for all licensing and designation continuing education ordering and fee payments
  
  
  

We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $61,000 – $68,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Insurance

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