AmeriLife
Financial Services
LicensingSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Licensing Specialist at AmeriLife. Skills: licensing and contracting, communication, problem solving. Process contracts for licensed insurance professionals. Conduct agent or marketer outreach to resolve licensing and contracting open issues”
What You'll Achieve.
ensure agency and affiliate satisfaction; timeliness; productivity; quality
Industry & Context.
creative problem solving; research solutions; address exceptions; resolve licensing issues
What They're Looking For.
Must Have
High School Diploma
Nice to Have
Bachelor’s degree, Financial Services industry experienced
What You'll Do.
Process contracts for licensed insurance professionals
Conduct agent or marketer outreach to resolve licensing and contracting open issues
Monitor exception reports
research solutions and address exceptions as needed
Ensure commission and hierarchy levels match contracts for agents
Integrate new agency and affiliate partners through onboarding intake calls
required paperwork processing
and associated processes
Assist with direct agent onboarding
Perform duties within required service level agreement terms and performance requirements including timeliness
productivity and quality
Utilize established performance management systems and processes
Solve Salesforce cases as assigned
Engage Carriers and External Partners to efficiently resolve licensing issues
Fulfill Agent Release Requests as needed
How You'll Work.
Team & Collaboration
Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction; Actively participate in team planning and process improvement activities
Communication Scope
Excellent communication skills; Effectively communicate with internal and external stakeholders
Full Job Description
**Our Company** Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. **Job Summary** **Job Description** **Duties/Responsibilities** * Process contracts for licensed insurance professionals * Conduct agent or marketer outreach to resolve licensing and contracting open issues * Monitor exception reports, research solutions and address exceptions as needed * Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers * Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction * Integrate new agency and affiliate partners through onboarding intake calls, required paperwork processing, and associated processes * Assist with direct agent onboarding * Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality * Utilize established performance management systems and processes * Solve Salesforce cases as assigned * Actively participate in team planning and process improvement activities * Engage Carriers and External Partners to efficiently resolve licensing issues * Fulfill Agent Release Requests as needed * Other duties as assigned **Qualifications** * High School Diploma required; Bachelor’s degree preferred * Self-starter with ability to learn quickly * Highly skilled in attention to detail * Excellent organizational, communication and time management skills * Positive approach to taking initiative and creative problem solving * Proficient user of Microsoft Office Suite or similar (Excel, Word, PowerPoint) * Financial Services industry experienced preferred **What AmeriLife Offers**
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