The role of the Licensing Specialist is to initiate and/or monitor the life cycle of agents appointed with various Globe Life companies, to enable them to sell products for their appointing company.
The role is responsible for the collection, cleaning, recording and retrieval of information/data from multiple sources. Responsible for the independent evaluation of source documents, verification for accuracy, updating internal and external systems as applicable, prepare reports and manage data storage and retrieval systems. Most all tasks for the Licensing Specialist require extreme detail, is considered time sensitive and must be acted upon with a sense of urgency.
Key Responsibilities:
Daily Routine: (List in detail all the duties performed daily):
- Review requests from potential agents seeking appointment, evaluate and make decisions based on company guidelines
- Ordering and reviewing investigation reports and making business decisions on behalf of the company
- Research and review proper licensure for all active agents
- Process state appointment and/or terminations
- Process biographical and demographical changes
- Ensure hierarchies are set up properly to ensure accurate commissions payment
- Calculating accounting totals, processing payment and/or refunds
- Properly handling and securing sensitive information from our agents, both personal and payment related
- Make logical, independent decisions
- Monitor Group email boxes and respond in a timely manner
- Phone calls/email – answer questions and resolve complex problems – suggest alternatives
- Heavy oral and written communication with state insurance boards, agents and management
- Communicate to Supervisor with a sense of urgency any problems with work flow, other departments, other company staff, emergency or unsafe situations, and company equipment
- Communicate with external vendors and Department of Insurance on behalf of the company and make logical business decisions
Periodic Routine: (List all duties performed on a regular basis less than daily such as weekly, monthly, quarterly, etc.):
- Involvement in testing stages in Licensing Systems programming and implementation
- Completing analysis to process and pay state invoices
- Other duties and/or projects as assigned.
Occasional Duties: (List all the duties performed on other than a regular basis):
- Involvement in state audits where accuracy of mass data and timeliness of evaluation is a requirement
- Review compliance vendor information and suggest updates
- Assist with departmental Agent communications
- Ensure data accuracy by performing periodic evaluations and updating as necessary
Required Skills
- Be able to communicate and interact with department staff, employees in other departments, external vendors and the Department of Insurance
- Be confidential with sensitive data
- Excellent alpha and number recognition skills, good math aptitude
- Type 40-45 wpm
- Proficient use of Word, Excel, Outlook, and the ability to learn various computer applications such as MS Access
- Excellent oral and written communication skills (competency in grammar and spelling)
- Ability to analyze information and make independent, logical conclusions
- Must be accurate, organized, detail oriented and be able to concentration for long periods of time. Work/keyed data affect several departments in the company especially the sales-marketing efforts and the agents that write/sell our business.
- Regular and predictable attendance required
- Must be able to meet department and production driven deadlines
Required Experience
- High School diploma required, college degree preferred
- Insurance background, especially Agent Licensing desirable
- Experience with database management very helpful
- Accounting experience preferred
- Experience: Two (2) years minimum office experience