Licensing Coordinator

About the Role

The Licensing Coordinator I will provide a high level of support for our customers by receiving, reviewing, filing, and submitting contracts, licenses, applications, and various other types of administrative work. This role involves processing contracts and licensing for agent appointments with carriers in a timely and accurate manner, as well as potentially confirming agent appointments.

Responsibilities

• Process contracts and licensing for agent appointments with carriers in a timely manner with accuracy.
• Compile and verify the accuracy of data to be entered.
• Take necessary action to ensure the data submitted is complete, correct, and accurate.
• Record work completed, transmit entered information into the database, and file or route documents after entry.
• Provide knowledgeable customer service by responding to customer inquiries regarding the status of submitted documents, resolving questions, inconsistencies, or missing data from documents.
• Follow proper processes and procedures to ensure timely document turnaround and follow-up.
• Process updates, changes, and/or additions to contracts, licenses for agent appointments, licensing forms from carriers in the system, and commission schedules for and from carriers in the system.
• Handle new carrier and new agent onboarding.
• Participate in special projects such as software testing and implementation.
• Perform other duties as assigned.

Requirements

• High school diploma or general education degree (GED); prior experience preferred but not required.
• Capacity to read, write, and comprehend simple instructions, short correspondence, and memos.
• Capability to effectively present information in person, over the phone, and in writing.
• Capable of applying reasoning and common sense understanding to carry out written or oral instructions.
• Possess basic computer navigation skills and knowledge or familiarity with basic computer programs/applications including but not limited to email, word processing, spreadsheet programs, internet, Adobe, etc.
• Multi-line phone skills.
• Good oral and written communication skills.
• Ability to plan and organize.
• Adapt to changing business operations.
• Ability to multi-task while working in a fast-paced environment.
• Effectively able to work independently and as part of a team.

About the Company

North American Senior Benefits (NASB) focuses on final expense life insurance while offering additional product options in the senior market. Based in Georgia, NASB distributes its products through a vast network of more than 5,000 agents across the nation. The family-like atmosphere of success has helped NASB become one of the nation’s largest agencies.

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products. With a strong insurtech focus, Integrity embraces a broad and innovative approach to serving agents and clients alike. Driven by a singular purpose—to help people protect their life, health, and wealth so they can prepare for the good days ahead—Integrity offers a family-like environment that is both rewarding and cutting-edge. Headquartered in Dallas, Texas, Integrity supports hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.

Benefits

Integrity offers a competitive compensation package, including benefits that provide peace of mind for you and your family. Joining Integrity means being part of a hyper-growth company with numerous professional opportunities to accelerate your career.