Integrity Marketing Group LLC
At Integrity, we help people prepare for the good days ahead by protecting their life, health and wealth.
Life Insurance Contracting and Licensing Specialist
Location
Texas
Posted
42 days ago
Salary
Not specified
Bachelor DegreeExperience acceptedEnglish
Job Description
• Evaluate, process, and submit documentation required for agent appointments with various carriers.
• Assist agents in establishing their profiles within SureLC, the online contracting platform used by the company.
• Liaise with carrier representatives to track the status of contracting applications and identify any outstanding requirements.
• Inform agents about any expired documents, missing information, or additional details needed by specific carriers.
• Gather accurate and timely information from agents to meet carrier requirements.
• Respond to inquiries related to licensing and contracting from LS staff and agents.
• Record all important actions in the Agency Integrator and SureLC accounts for agents and firms.
• Ensure that data is up-to-date in relevant systems, including maintaining agent codes for different carriers.
• Guide agents to the correct resources for engaging with state insurance departments.
• Oversee the administration of the SureLC system, ensuring all necessary carriers, forms, and data hierarchies are accurately maintained.
• Set clear expectations with agents and internal staff regarding timelines for completing the contracting process.
• Utilize a web-based document management system to efficiently organize and transmit necessary documents.
Job Requirements
- Prefer candidate with experience in the life insurance industry, in a multi-carrier environment.
- Must have the ability to maintain a high level of accuracy, enthusiasm and dependability, and demonstrate a strong interest in providing exceptional customer support.
- Strong communication and customer service skills
- Willing to take initiative, exhibit creative thinking and take ownership of cases
- Self-starter attitude and strong desire to provide excellent results
- Prior experience with, or quick ability to effectively learn various computer software applications including, Agency Integrator (CRM), PaperClip (Document Management)
- Experience with Microsoft Outlook, Word, Excel, PowerPoint and WebEx
- Bachelor’s degree preferred
- Ability to excel in a dynamic, fast-moving start-up company environment
Benefits
- Medical/Dental/Vision Insurance
- 401(k) Retirement Plan
- Paid Holidays
- PTO
- Community Service PTO
- FSA/HSA
- Life Insurance
- Short-Term and Long-Term Disability
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