Job Title: Licensing and Contracting Coordinator
Company: Premier Financial Alliance, Inc
About Premier Financial Alliance: Premier Financial Alliance (PFA ) is a leader in the financial services industry, focusing on protecting the dreams of Middle America with our innovative life insurance products. We are committed to disrupting the status quo in the financial services industry with our proprietary life insurance product that offers living benefits.
Role Overview: As an entry-level Licensing and Contracting Coordinator, you will be accountable for ensuring accurate and timely processing of appointments, hierarchies and contracts in compliance with state and federal licensing rules and regulations. The candidate must provide customer service oriented contracting services to the agents and fellow employees of PFA, while supporting the company's growth and improvement of processes.
Essential Duties & Responsibilities:
To perform this position successfully, an individual must be able to perform the following duties:
- Reviews and submits contracting online or via email to various carrier partners to appoint agents
- Process and submit hierarchies for new agents and agent changes.
- Order Errors and Omissions certificates and upload for agent once the certificate is received
- Process agent resignations or terminations
- Review requests for agent internal transfers and processes once approved by the EFC
- Work with the field to update AML training for carrier compliance requirements
- Continually make adjustments for changes in workflow and demand for services
- Research errors and questions from field and home office staff; ensures timely response
- Updates agent files and PFA Portal with correspondence received from carriers and field agents
Qualifications:
The requirements listed below are representative of the knowledge, skills, and/or abilities required:
- Required 1 - 2 years experience in a home office or field office setting, preferably in the insurance or other regulated financial services industry; familiarity in dealing with state regulations, contract, etc
- Required intermediate proficiency in Microsoft Office Suite (Word, Excel). Ability to utilize dual monitors. Experience with Monday, Slack, and Help Scout is a plus
- Excellent oral and written communication skills
- Ability to meet established deadlines; must be able to work independently as well as be a team player
- Ability to work in a fast-paced environment; strong interpersonal skills and attention to details a must.
- Ability to establish and maintain effective working relationships with those contacted in the course of work.
Benefits and Perks:
- HRA allowance covering up to $1,000 per month towards health insurance premiums and health expenses
- 401(k) plan after one year of service for eligible employees, with 3% Safe Harbor contribution from PFA, based on your annual income
- 14 days paid time off (PTO), plus holidays
- Coffee and snacks provided in the office
- Company social and fitness challenges
- Commitment to Work-Life Balance: PFA values the health and well-being of its employees. We offer a flexible hybrid work schedule, allowing you to balance in-office collaborations with the convenience of remote work after a minimum training period. At minimum, the first 90 days will be in-office.
Diversity and Inclusion: At PFA, we are committed to creating a diverse and inclusive workplace. We welcome applicants from all backgrounds to join our mission in serving Middle America's financial needs.