Licensing Case Manager

The Licensing Case Manager will execute agent contracts, appointments, terminations, renewals and all other licensing related tasks to meet or exceed pre-defined productivity and quality standards. Complete other administrative duties and projects as directed by management.

Responsibilities

• Understand all regulations necessary to accurately contract, appoint and maintain agents.
• Utilize existing online references (e-pal) to ensure compliance with state regulations.
• Review new agent contracts for completeness and accuracy.
• Add agent requirements to communicate missing or incomplete information to agencies while working in ALI.
• Setup agent master and hierarchy records to ensure proper contract (level) and commission structures are entered.
• Request and review due diligence reports (backgrounds) to ensure individual and/or entity is within pre-defined guidelines of acceptance.
• Forward any adverse reports to compliance area for further review and approval or declination.
• Appoint all new agents with the respective state(s).
• Review all state DOI responses related to new appointments.
• Research responses and correct and/or obtain missing information to appoint agent.
• Generate executed agent contract, review information and route to proper entity.
• Index all documents in image queue accurately while meeting or exceeding pre-defined productivity and quality standards.
• Research tasks generated at time of submit related to agent problems (Unknown Agent, Hierarchy Error, Invalid state, etc.).
• Correct data and/or add requirements requesting information from agencies to meet or exceed pre-defined productivity and quality standards.
• Process address changes, commission changes/assignments, agent transfers to meet or exceed pre-defined productivity and quality standards.
• Review state agent renewal listings to ensure agent is active and appointed.
• Review state (DOI) generated agent termination advisories.
• Terminate agent in system and send proper notification agent/agency.
• Answer telephone calls accurately, courteously and with good customer service skills to meet or exceed pre-defined productivity and quality standards.
• Ensure all voice-mail and email is responded to within 4 business hours.
• Complete other assignments and goals as assigned.

Qualifications

Education

• High School diploma or equivalent
• Some college preferred

Experience/Knowledge

• 3+ years experience in a customer service/administrative related position
• 3+ years communication and processing experience
• 1+ years of phone experience
• Knowledge of life insurance products

Skills

• Life, Property and Casualty or Health insurance experience preferred
• Excellent communication skills, both verbal and written
• Strong Customer Service skills
• Analytical and technical skills
• Strong organizational skills and ability to prioritize
• Ability to work in fast paced environment
• Typing 30-40 WPM
• Detail oriented
• Ability to work independently and within a team environment
• High tolerance for repetitive tasks
• Knowledge of Microsoft Office (Word and Excel)

Pay

• Expected hiring compensation range: $49,500 - $59,400 annually
• Eligible for Annual Incentive Plan with current target payment of 3% of base salary, modified for corporate and individual performance
• Bonuses pro-rated based on start date
• Company reserves the right to modify base salary and any discretionary payment or compensation program at any time

Schedule

• Hybrid opportunity: three days a week onsite in Frederick, MD, and two days a week from home

Benefits

• 10 vacation days and 10