Licensing Services Specialist II

Accountable for ensuring the accurate and timely processing of distributor onboarding and maintenance within compliance of state and federal licensing rules and regulations.

Responsibilities

• Develop and maintain a general understanding and working knowledge of Licensing and Contracting procedures and regulations, including license, appointment, and training requirements for various states.
• Review provided documentation to ensure that agents are compliant to sell and service F&G Life and Annuity products.
• Proactively stay informed of regulatory requirements and updates by continuously remaining educated and confirming understanding.
• Communicate with recruiters, advisors, and other back-office personnel to explain and obtain outstanding requirements.
• Initiate agent appointments, referencing best practice and regulatory guideline materials.
• Process maintenance transactions and participate in speed-to-market initiatives such as mass onboarding, processing, or merger and acquisition.
• Review daily and monthly reports and take immediate action to resolve any conflicts with agent data.
• Provide feedback to managers regarding repeated errors and issues that could be related to system functionality or training.
• Demonstrate risk awareness and the courage to speak up to facilitate immediate adjustments.
• Interact with internal and external customers appropriately on an as-needed basis.
• Participate in cross-training within the department.
• Accept and own assigned project tasks; understand impact within the team or organization.
• Contribute to special projects as assigned.
• Contribute to deliverables by executing work and providing team members with appropriate status updates.
• Ensure individual quality and productivity standards are met.

Requirements

• 2 years of office experience in the insurance or other regulated financial services industry; familiarity with state regulations, contracts, and other applicable requirements.
• Combination of education and experience considered in lieu of degree.
• Intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook), mainframe processing, and the ability to utilize dual monitors.
• Strong customer service skills.
• Ability to build new skills and adapt to new ways of thinking.
• Ability to multi-task in a fast-paced environment.
• Ability to derive intuitive conclusions by analyzing patterns and datasets.
• Ability to self-organize, set priorities, and manage workload.
• Basic understanding of how the current job fits into the organizational vision.
• Empowerment and courage to actively participate in meetings to ensure all perspectives are considered.
• Ability to monitor, measure, and assess processes to determine areas of improvement; identify and eliminate operational waste.

Other Requirements

• Primarily sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking; reasonable accommodations available.
• Regular and punctual attendance.
• Ability to travel up to 10% of the time.

Work Environment

F&G offers the ability for in-office, hybrid, and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role. F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause undue hardship for F&G.